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Invesco S&P 500 Low Volatility ETF

769 hedge funds and large institutions have $4.74B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 259 increasing their positions, 250 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

38% more funds holding in top 10

Funds holding in top 10: 2433 (+9)

3% more funds holding

Funds holding: 745769 (+24)

4% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 250

2.76% less ownership

Funds ownership: 63.74%60.98% (-2.8%)

17% less capital invested

Capital invested by funds: $5.72B → $4.74B (-$977M)

83% less call options, than puts

Call options by funds: $23M | Put options by funds: $132M

Holders
769
Holders Change
+24
Holders Change %
+3.22%
% of All Funds
10.31%
Holding in Top 10
33
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+37.5%
% of All Funds
0.44%
New
93
Increased
259
Reduced
250
Closed
55
Calls
$23M
Puts
$132M
Net Calls
-$109M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
376
Moloney Securities Asset Management
Missouri
$633K -$103K -1,429 -14%
US Bancorp
377
US Bancorp
Minnesota
$632K +$153K +2,113 +33%
SWP
378
Summit Wealth Partners
Florida
$631K
HCMT
379
Highland Capital Management (Tennessee)
Tennessee
$628K -$81.9K -1,134 -12%
GSEP
380
Golden State Equity Partners
California
$624K -$69.2K -958 -10%
TCOO
381
Trust Company of Oklahoma
Oklahoma
$624K -$19.9K -276 -3%
ECA
382
Elevation Capital Advisory
Oregon
$622K +$601K +8,321 New
Barclays
383
Barclays
United Kingdom
$620K -$268K -3,710 -31%
LWM
384
Lakeridge Wealth Management
Ohio
$619K -$111K -1,535 -16%
TAM
385
Townsend Asset Management
North Carolina
$617K +$1.59K +22 +0.3%
TA
386
TKG Advisors
Indiana
$610K -$29.8K -413 -5%
SF
387
Summit Financial
New Jersey
$606K +$177K +2,450 +43%
FA
388
Faithward Advisors
Pennsylvania
$604K +$433 +6 +0.1%
BEI
389
Benjamin Edwards Inc
Missouri
$604K -$813K -11,251 -58%
AI
390
Atria Investments
North Carolina
$602K +$325K +4,498 +126%
Pathstone Holdings
391
Pathstone Holdings
New Jersey
$598K
MWA
392
Merkkuri Wealth Advisors
New York
$595K +$2.38K +33 +0.4%
MAM
393
Mullooly Asset Management
New Jersey
$595K +$575K +7,965 New
MCCP
394
Mission Creek Capital Partners
California
$592K
D.E. Shaw & Co
395
D.E. Shaw & Co
New York
$591K -$2.25M -31,135 -80%
PWM
396
Prosperity Wealth Management
California
$583K -$8.96K -124 -2%
RIL
397
Rothschild Investment LLC
Illinois
$583K
BF
398
BOK Financial
Oklahoma
$583K
OCM
399
One Capital Management
California
$583K +$224K +3,107 +66%
MWM
400
Modera Wealth Management
New Jersey
$580K

SPLV Hedge Fund Activity: Q1 2025 in Review

769 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q1 2025, worth a combined $4.74B — down 17% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SPLV positions and 55 closed out — a net gain of 38 holders — while 259 added to existing stakes and 250 trimmed.

The largest buyer was Bank of America, adding an estimated $60.8M. The largest seller was Alaska Permanent Fund, cutting an estimated $137M.

  • 769 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q1 2025, up from 745 in Q4 2024.
  • Funds reported $4.74B of Invesco S&P 500 Low Volatility ETF stock for Q1 2025, down 17% quarter-over-quarter.
  • 93 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q1 2025 and 55 closed out, a net change of +38 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q1 2025 was Bank of America, an estimated $60.8M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q1 2025 was Alaska Permanent Fund, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2025.