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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
BCI
451
Brinker Capital Investments
Pennsylvania
$409K -$224K -3,058 -35%
BMCM
452
Bryn Mawr Capital Management
Pennsylvania
$409K +$439 +6 +0.1%
BCG
453
Bravias Capital Group
New Jersey
$407K -$60.7K -830 -13%
WA
454
WBH Advisory
Maryland
$405K -$25.7K -351 -6%
HBW
455
Hazlett, Burt & Watson
West Virginia
$404K +$658 +9 +0.2%
FWM
456
FLP Wealth Management
Arkansas
$399K +$23.2K +318 +6%
GPWM
457
Grant Private Wealth Management
California
$396K +$394K +5,391 New
WB
458
WesBanco Bank
West Virginia
$395K -$61.4K -840 -14%
QCM
459
Quantinno Capital Management
New York
$395K +$8.19K +112 +2%
MPWS
460
McCarter Private Wealth Services
Massachusetts
$391K
First Trust Advisors
461
First Trust Advisors
Illinois
$390K +$157K +2,147 +68%
CWP
462
Curated Wealth Partners
California
$385K
MA
463
Mutual Advisors
Nebraska
$381K +$12.4K +169 +3%
SHA
464
Seneca House Advisors
Virginia
$378K
PA
465
Pinnacle Associates
New York
$377K -$20.5K -281 -5%
HWA
466
HCR Wealth Advisors
California
$373K
Neuberger Berman Group
467
Neuberger Berman Group
New York
$373K -$18.3K -250 -5%
FDCDDQ
468
Federation des caisses Desjardins du Quebec
Quebec, Canada
$373K
IP
469
Investment Partners
Ohio
$368K +$1.24K +17 +0.3%
LWL
470
Leo Wealth LLC
Texas
$368K +$146 +2 +0%
NFG
471
Nadler Financial Group
Illinois
$367K
AWAU
472
Alliance Wealth Advisors (Utah)
Utah
$365K +$363K +4,961 New
MIC
473
Meridian Investment Counsel
California
$364K
VFS
474
Valpey Financial Services
New Hampshire
$363K +$1.9K +26 +0.5%
BRG
475
Bay Rivers Group
Virginia
$361K +$1.46K +20 +0.4%

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.