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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
TPI
426
Trust Point Inc
Wisconsin
$508K -$3.47K -48 -0.7%
QC
427
Quadrature Capital
United Kingdom
$504K -$1.06M -14,695 -69%
LLWM
428
Life Line Wealth Management
California
$495K +$578 +8 +0.1%
HI
429
Harbour Investments
Wisconsin
$493K +$194K +2,688 +69%
RIA
430
Regal Investment Advisors
Michigan
$492K +$476K +6,585 New
RAG
431
RIA Advisory Group
Iowa
$489K +$473K +6,550 New
FCM
432
Family Capital Management
Michigan
$489K
CAG
433
Compass Advisory Group
New York
$489K +$2.02K +28 +0.4%
SP
434
Sequent Planning
Nebraska
$487K -$99.1K -1,372 -17%
OWM
435
OneAscent Wealth Management
Alabama
$484K -$66.2K -916 -12%
NFA
436
Northwest Financial Advisors
Virginia
$482K
CG
437
CFO4Life Group
Texas
$481K +$433 +6 +0.1%
WIA
438
Wetzel Investment Advisors
Indiana
$481K
MG
439
Mather Group
Illinois
$474K +$7.22K +100 +2%
SWM
440
Segment Wealth Management
Texas
$473K -$939 -13 -0.2%
FWM
441
FLP Wealth Management
Arkansas
$467K +$451K +6,249 New
SCA
442
Snowden Capital Advisors
New York
$465K +$72 +1 +0%
PFT
443
Providence First Trust
Arizona
$464K -$11.1K -153 -2%
WB
444
WesBanco Bank
West Virginia
$464K
AF
445
Apollon Financial
South Carolina
$463K -$4.91K -68 -1%
NS
446
NBC Securities
Alabama
$460K +$444K +6,152 +102,533%
ACM
447
AlphaStar Capital Management
North Carolina
$460K -$2.17K -30 -0.5%
FA
448
Flagstar Advisors
New York
$456K +$144 +2 +0%
PTC
449
Private Trust Company
Ohio
$455K +$52.2K +723 +13%
GVAG
450
Great Valley Advisor Group
Delaware
$453K +$12.3K +170 +3%

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.