SPLV icon

Invesco S&P 500 Low Volatility ETF

760 hedge funds and large institutions have $4.48B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 251 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

2.41% less ownership

Funds ownership: 60.86%58.45% (-2.4%)

5% less capital invested

Capital invested by funds: $4.73B → $4.48B (-$254M)

33% less funds holding in top 10

Funds holding in top 10: 3322 (-11)

Holders
760
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.5M
Puts
$2.42M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
401
Two Sigma Securities
New York
$564K
X
402
Xponance
Pennsylvania
$562K
FWA
403
FSM Wealth Advisors
Ohio
$558K
TCOV
404
Trust Company of Vermont
Vermont
$556K
MWM
405
Modera Wealth Management
New Jersey
$554K
RFN
406
Redwood Financial Network
Ohio
$552K
LWM
407
Lakeridge Wealth Management
Ohio
$549K
BI
408
Ballast Inc
Kentucky
$547K
JPLA
409
Joseph P. Lucia & Associates
New York
$547K
BEI
410
Benjamin Edwards Inc
Missouri
$542K
HCMT
411
Highland Capital Management (Tennessee)
Tennessee
$542K
GWANC
412
Guardian Wealth Advisors (North Carolina)
North Carolina
$538K
DWM
413
Dakota Wealth Management
Florida
$532K
RIL
414
Rothschild Investment LLC
Illinois
$525K
ECAM
415
East Coast Asset Management
Massachusetts
$524K
Simplex Trading
416
Simplex Trading
Illinois
$523K
OWP
417
ORG Wealth Partners
Texas
$518K
WS
418
Wedbush Securities
California
$515K
VVP
419
Venture Visionary Partners
Ohio
$513K
HCA
420
Heck Capital Advisors
Wisconsin
$512K
SQA
421
Simon Quick Advisors
New Jersey
$512K
AL
422
Aspiriant LLC
California
$511K
GPA
423
Guerra Pan Advisors
New Jersey
$511K
GLLW
424
Graves Light Lenhart Wealth
Virginia
$509K
SP
425
Sequent Planning
Nebraska
$502K