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Invesco S&P 500 Low Volatility ETF

766 hedge funds and large institutions have $4.51B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 268 increasing their positions, 251 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,280% more call options, than puts

Call options by funds: $33.5M | Put options by funds: $2.42M

9% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 78

7% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 251

0% less funds holding

Funds holding: 769766 (-3)

5% less capital invested

Capital invested by funds: $4.74B → $4.51B (-$228M)

2.08% less ownership

Funds ownership: 60.98%58.9% (-2.1%)

30% less funds holding in top 10

Funds holding in top 10: 3323 (-10)

Holders
766
Holders Change
-3
Holders Change %
-0.39%
% of All Funds
10.09%
Holding in Top 10
23
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-30.3%
% of All Funds
0.3%
New
85
Increased
268
Reduced
251
Closed
78
Calls
$33.5M
Puts
$2.42M
Net Calls
+$31M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Change in
Stake
PFT
451
Providence First Trust
Arizona
$453K
WB
452
WesBanco Bank
West Virginia
$453K
AF
453
Apollon Financial
South Carolina
$452K +$579 +8 +0.1%
ACM
454
AlphaStar Capital Management
North Carolina
$448K
Balyasny Asset Management
455
Balyasny Asset Management
Illinois
$448K +$446K +6,156 New
NS
456
NBC Securities
Alabama
$448K +$217 +3 +0%
KW
457
KWB Wealth
California
$445K +$41.8K +577 +11%
MG
458
Mather Group
Illinois
$445K -$17.2K -237 -4%
IA
459
Integrity Alliance
Iowa
$444K -$626K -8,647 -59%
HFO
460
Heritage Family Offices
Arizona
$444K
TF
461
TLWM Financial
Texas
$443K +$4.85K +67 +1%
BFO
462
Biltmore Family Office
North Carolina
$439K +$29K +400 +7%
GCA
463
Gradient Capital Advisors
California
$434K
RBC
464
Romano Brothers & Co
Illinois
$433K +$7.24K +100 +2%
PTC
465
Private Trust Company
Ohio
$433K -$10.1K -139 -2%
WIA
466
Wetzel Investment Advisors
Indiana
$433K -$36K -497 -8%
FAM
467
Flaharty Asset Management
Florida
$431K
DAS
468
Dynamic Advisor Solutions
Arizona
$430K +$44K +608 +11%
BBHC
469
Brown Brothers Harriman & Co
New York
$427K
WA
470
WBH Advisory
Maryland
$427K
GVAG
471
Great Valley Advisor Group
Delaware
$427K -$15.1K -208 -3%
OSAM
472
O'Shaughnessy Asset Management
Connecticut
$423K +$290K +4,005 +222%
JGC
473
J. Goldman & Co
New York
$423K +$420K +5,809 New
WMA
474
Wealth Management Associates
New Jersey
$421K +$22.4K +310 +6%
BMWM
475
Brown Miller Wealth Management
Virginia
$420K +$418K +5,770 New

SPLV Hedge Fund Activity: Q2 2025 in Review

766 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2025, worth a combined $4.51B — down 4.8% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SPLV positions and 78 closed out — a net gain of 7 holders — while 268 added to existing stakes and 251 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $54.2M. The largest seller was Alaska Permanent Fund, exiting entirely with an estimated $194M sold.

  • 766 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2025, down from 769 in Q1 2025.
  • Funds reported $4.51B of Invesco S&P 500 Low Volatility ETF stock for Q2 2025, down 4.8% quarter-over-quarter.
  • 85 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2025 and 78 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2025 was AdvisorShares Investments, an estimated $54.2M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2025 was Alaska Permanent Fund, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2025.