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Invesco S&P 500 Low Volatility ETF

729 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 239 increasing their positions, 281 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $5.53M | Put options by funds: $4.2M

2% more capital invested

Capital invested by funds: $4.51B → $4.6B (+$85.4M)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

0.9% less ownership

Funds ownership: 58.9%58% (-0.9%)

5% less funds holding

Funds holding: 766729 (-37)

15% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 281

33% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 70

Holders
729
Holders Change
-37
Holders Change %
-4.83%
% of All Funds
9.57%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
47
Increased
239
Reduced
281
Closed
70
Calls
$5.53M
Puts
$4.2M
Net Calls
+$1.33M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
376
Quantbot Technologies
New York
$579K +$254K +3,476 +79%
PWM
377
Prosperity Wealth Management
California
$578K -$4.68K -64 -0.8%
PIA
378
Panoramic Investment Advisors
Colorado
$577K +$2.63K +36 +0.5%
SWM
379
Steinberganna Wealth Management
New York
$576K +$573K +7,834 New
CWM
380
Centurion Wealth Management
Virginia
$570K
FWA
381
FSM Wealth Advisors
Ohio
$562K +$73 +1 +0%
Barclays
382
Barclays
United Kingdom
$561K -$104K -1,420 -16%
TCOV
383
Trust Company of Vermont
Vermont
$561K
MWM
384
Modera Wealth Management
New Jersey
$559K
SP
385
Sequent Planning
Nebraska
$558K +$51.5K +704 +10%
SWM
386
Segment Wealth Management
Texas
$555K +$88.7K +1,214 +19%
VWM
387
Vigilare Wealth Management
Arizona
$550K -$3.04M -41,612 -85%
MGIA
388
Moneta Group Investment Advisors
Missouri
$549K +$132K +1,806 +32%
WWM
389
Woodside Wealth Management
Massachusetts
$549K -$108K -1,480 -17%
HCMT
390
Highland Capital Management (Tennessee)
Tennessee
$546K -$1.02K -14 -0.2%
WS
391
Wedbush Securities
California
$543K +$23.2K +317 +4%
GWANC
392
Guardian Wealth Advisors (North Carolina)
North Carolina
$538K -$4.97K -68 -0.9%
ECAM
393
East Coast Asset Management
Massachusetts
$528K
JPLA
394
Joseph P. Lucia & Associates
New York
$527K -$24.7K -338 -5%
HF
395
HRT Financial
New York
$526K +$523K +7,159 New
VWA
396
Visionary Wealth Advisors
Illinois
$523K -$904K -12,365 -63%
RFN
397
Redwood Financial Network
Ohio
$523K -$33.5K -458 -6%
CI
398
CX Institutional
Indiana
$523K +$326K +4,455 +167%
MG
399
Mather Group
Illinois
$520K +$71K +972 +16%
SWP
400
Summit Wealth Partners
Florida
$520K -$100K -1,373 -16%

SPLV Hedge Fund Activity: Q3 2025 in Review

729 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2025, worth a combined $4.6B — up 1.9% from $4.51B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of SPLV and 47 opened new positions — a net loss of 23 holders — while 281 trimmed existing stakes and 239 added.

The largest buyer was Bank of Montreal, adding an estimated $204M. The largest seller was Morgan Stanley, cutting an estimated $86.9M.

  • 729 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2025, down from 766 in Q2 2025.
  • Funds reported $4.6B of Invesco S&P 500 Low Volatility ETF stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 47 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2025 and 70 closed out, a net change of -23 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2025 was Bank of Montreal, an estimated $204M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2025 was Morgan Stanley, an estimated $86.9M sold.

Based on aggregated 13F filings for Q3 2025.