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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
PIA
401
Panoramic Investment Advisors
Colorado
$579K +$2.02K +28 +0.4%
SG
402
StoneX Group
New York
$573K -$7.87K -109 -1%
JPLA
403
Joseph P. Lucia & Associates
New York
$572K -$18.1K -250 -3%
TCOV
404
Trust Company of Vermont
Vermont
$570K +$72.2K +1,000 +15%
RFN
405
Redwood Financial Network
Ohio
$570K -$11.1K -154 -2%
GWANC
406
Guardian Wealth Advisors (North Carolina)
North Carolina
$568K -$359K -4,968 -40%
RA
407
Rockingstone Advisors
Massachusetts
$567K -$53.8K -745 -9%
GLLW
408
Graves Light Lenhart Wealth
Virginia
$566K +$42.3K +586 +8%
WS
409
Wedbush Securities
California
$566K -$28.7K -398 -5%
BFG
410
Berger Financial Group
Minnesota
$556K -$9.75K -135 -2%
IAIM
411
International Assets Investment Management
Florida
$556K -$22.7K -314 -4%
OIA
412
OneDigital Investment Advisors
Kansas
$548K -$53.3K -738 -9%
CWM
413
Centurion Wealth Management
Virginia
$543K
ECAM
414
East Coast Asset Management
Massachusetts
$537K
VVP
415
Venture Visionary Partners
Ohio
$532K -$48.2K -667 -9%
SP
416
Symmetry Partners
Connecticut
$531K +$514K +7,112 New
BCM
417
BluePointe Capital Management
California
$529K
AL
418
Aspiriant LLC
California
$524K
GPA
419
Guerra Pan Advisors
New Jersey
$524K
SQA
420
Simon Quick Advisors
New Jersey
$522K +$2.17K +30 +0.4%
ZF
421
Zhang Financial
Michigan
$516K +$193K +2,678 +63%
CP
422
Creekside Partners
California
$511K
AWM
423
Axxcess Wealth Management
California
$511K -$5.63K -78 -1%
OW
424
Olistico Wealth
Oklahoma
$511K
TLA
425
Tanglewood Legacy Advisors
Texas
$509K

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.