We are live on ! Find out more
SPLV icon

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
RIA
426
Regal Investment Advisors
Michigan
$465K -$3.14K -43 -0.7%
PFT
427
Providence First Trust
Arizona
$457K
AF
428
Apollon Financial
South Carolina
$455K -$1.24K -17 -0.3%
BAM
429
Belpointe Asset Management
Nevada
$454K -$474K -6,480 -51%
TCOO
430
Trust Company of Oklahoma
Oklahoma
$449K +$43.2K +591 +11%
RA
431
Rockingstone Advisors
Massachusetts
$447K -$44.2K -605 -9%
GCA
432
Gradient Capital Advisors
California
$444K +$5.99K +82 +1%
BFO
433
Biltmore Family Office
North Carolina
$443K
HC
434
Headland Capital
South Carolina
$442K +$83.3K +1,140 +23%
ACM
435
AlphaStar Capital Management
North Carolina
$441K -$11.2K -153 -2%
TF
436
TLWM Financial
Texas
$441K -$5.92K -81 -1%
HFO
437
Heritage Family Offices
Arizona
$439K -$3.73K -51 -0.8%
RBC
438
Romano Brothers & Co
Illinois
$437K +$73 +1 +0%
WIA
439
Wetzel Investment Advisors
Indiana
$435K -$1.1K -15 -0.3%
IA
440
Integrity Alliance
Iowa
$435K -$13.3K -182 -3%
FAM
441
Flaharty Asset Management
Florida
$435K
DAS
442
Dynamic Advisor Solutions
Arizona
$434K +$365 +5 +0.1%
OWM
443
OneAscent Wealth Management
Alabama
$433K -$52K -712 -11%
GVAG
444
Great Valley Advisor Group
Delaware
$432K +$1.9K +26 +0.4%
BBHC
445
Brown Brothers Harriman & Co
New York
$431K
IA
446
IAM Advisory
Pennsylvania
$428K +$64.4K +881 +18%
Financial Engines Advisors
447
Financial Engines Advisors
California
$427K +$58.4K +799 +16%
WMA
448
Wealth Management Associates
New Jersey
$424K -$658 -9 -0.2%
HIA
449
HTG Investment Advisors
Connecticut
$420K
Fifth Third Bancorp
450
Fifth Third Bancorp
Ohio
$419K +$99.7K +1,364 +31%

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.