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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
SQA
401
Simon Quick Advisors
New Jersey
$519K +$2.78K +38 +0.5%
CCM
402
Coldstream Capital Management
Washington
$518K +$222K +3,035 +75%
VVP
403
Venture Visionary Partners
Ohio
$518K +$73 +1 +0%
RIL
404
Rothschild Investment LLC
Illinois
$518K -$11.9K -163 -2%
AL
405
Aspiriant LLC
California
$515K
GPA
406
Guerra Pan Advisors
New Jersey
$515K
CG
407
CFO4Life Group
Texas
$506K +$31.9K +437 +7%
OW
408
Olistico Wealth
Oklahoma
$502K
TLA
409
Tanglewood Legacy Advisors
Texas
$500K
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$499K +$71.8K +983 +17%
GLLW
411
Graves Light Lenhart Wealth
Virginia
$499K -$14.8K -203 -3%
CTC
412
Central Trust Company
Missouri
$498K
PTC
413
Private Trust Company
Ohio
$493K +$55.7K +762 +13%
OIA
414
OneDigital Investment Advisors
Kansas
$493K +$804 +11 +0.2%
LLWM
415
Life Line Wealth Management
California
$491K +$2.56K +35 +0.5%
HI
416
Harbour Investments
Wisconsin
$491K -$6.43K -88 -1%
CP
417
Creekside Partners
California
$488K -$14.6K -200 -3%
CAG
418
Compass Advisory Group
New York
$486K +$2.56K +35 +0.5%
FCM
419
Family Capital Management
Michigan
$481K
HAP
420
Harbor Asset Planning
Massachusetts
$479K +$2.27K +31 +0.5%
BFG
421
Berger Financial Group
Minnesota
$475K -$11K -150 -2%
NFA
422
Northwest Financial Advisors
Virginia
$469K
TPI
423
Trust Point Inc
Wisconsin
$468K
RA
424
RFG Advisory
Alabama
$468K -$29.8K -408 -6%
NS
425
NBC Securities
Alabama
$468K +$14.9K +204 +3%

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.