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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
HFO
451
Heritage Family Offices
Arizona
$450K -$867 -12 -0.2%
TF
452
TLWM Financial
Texas
$449K -$10.8K -150 -2%
GCA
453
Gradient Capital Advisors
California
$445K
FAM
454
Flaharty Asset Management
Florida
$442K
OWP
455
ORG Wealth Partners
Texas
$441K +$426K +5,897 New
VA
456
Valmark Advisers
Ohio
$438K +$13.7K +190 +3%
Kovitz Investment Group Partners
457
Kovitz Investment Group Partners
Illinois
$438K -$380K -5,257 -47%
BBHC
458
Brown Brothers Harriman & Co
New York
$438K +$398K +5,510 +1,570%
WA
459
WBH Advisory
Maryland
$438K -$10K -139 -2%
RBC
460
Romano Brothers & Co
Illinois
$437K
Northern Trust
461
Northern Trust
Illinois
$437K +$95.8K +1,326 +29%
BOSSRA
462
B.O.S.S. Retirement Advisors
Utah
$435K +$420K +5,816 New
HIA
463
HTG Investment Advisors
Connecticut
$427K -$64.2K -889 -13%
KCM
464
Kendall Capital Management
Maryland
$427K -$34.7K -480 -8%
MGIA
465
Moneta Group Investment Advisors
Missouri
$424K -$18K -249 -4%
BFO
466
Biltmore Family Office
North Carolina
$420K
WA
467
Win Advisors
Florida
$416K +$402K +5,566 New
BCG
468
Bravias Capital Group
New Jersey
$414K +$9.61K +133 +2%
PSF
469
Pacific Sun Financial
California
$412K -$8.67K -120 -2%
SHA
470
Seneca House Advisors
Virginia
$411K -$72 -1 -0%
HBW
471
Hazlett, Burt & Watson
West Virginia
$411K +$3.11K +43 +0.8%
SWM
472
Spire Wealth Management
Virginia
$411K +$506 +7 +0.1%
PA
473
Pinnacle Associates
New York
$411K -$3.54K -49 -0.9%
SWM
474
SeaCrest Wealth Management
New York
$409K -$417K -5,774 -51%
WMA
475
Wealth Management Associates
New Jersey
$408K -$11.5K -159 -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.