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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
ACM
26
Armbruster Capital Management
New York
$32.5M +$1.41M +19,499 +5%
KAS
27
Kestra Advisory Services
Texas
$32.4M -$17.7M -244,589 -36%
JP Morgan Chase
28
JP Morgan Chase
New York
$30.9M +$6.4M +88,584 +27%
PAG
29
Private Advisor Group
New Jersey
$28.9M -$20.7M -286,176 -42%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.8M +$829K +11,476 +3%
NEPWA
31
New England Private Wealth Advisors
Massachusetts
$27.4M -$454K -6,286 -2%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$24.3M +$11.7M +161,413 +98%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$24.2M -$804K -11,128 -3%
HFS
34
Hantz Financial Services
Michigan
$23.8M -$375K -5,195 -2%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$22.9M -$5.33M -73,783 -19%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$22.8M +$1.7M +23,542 +8%
PPA
37
Painted Porch Advisors
California
$22.5M +$834K +11,541 +4%
SEI Investments
38
SEI Investments
Pennsylvania
$21.7M -$1.19M -16,422 -5%
Stifel Financial
39
Stifel Financial
Missouri
$18.1M +$188K +2,605 +1%
FNBT
40
FineMark National Bank & Trust
Florida
$18.1M -$176K -2,433 -1%
Goldman Sachs
41
Goldman Sachs
New York
$18.1M +$16.4M +227,292 +1,545%
FEG
42
Financial Enhancement Group
Indiana
$17.6M +$17.6M +244,232 New
Lido Advisors
43
Lido Advisors
California
$17M -$512K -7,092 -3%
PFS
44
Prospera Financial Services
Texas
$17M -$186K -2,579 -1%
CIAS
45
Capital Investment Advisory Services
North Carolina
$16.6M +$636K +8,810 +4%
HC
46
Headland Capital
South Carolina
$16.2M +$15.3M +212,033 +4,674%
NA
47
NewEdge Advisors
Louisiana
$16.1M -$150K -2,074 -1%
GWM
48
Geneos Wealth Management
Colorado
$15.4M +$8.51M +117,785 +133%
AAS
49
Avantax Advisory Services
Texas
$15.4M +$1.01M +14,047 +7%
VWM
50
Vigilare Wealth Management
Arizona
$14.8M -$1.9M -26,357 -12%

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.