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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
VAS
26
Vestmark Advisory Solutions
Massachusetts
$32.6M +$32.4M +447,398 New
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$30.6M -$9.18M -126,832 -23%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$29.7M +$5.98M +82,567 +25%
NEPWA
29
New England Private Wealth Advisors
Massachusetts
$27.7M +$1.08M +14,873 +4%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.2M +$96.3K +1,331 +0.4%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$27M +$24.6M +340,359 +1,098%
Two Sigma Investments
32
Two Sigma Investments
New York
$26.2M +$14.7M +203,300 +130%
Goldman Sachs
33
Goldman Sachs
New York
$25.6M +$7.95M +109,783 +45%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$25.3M +$3.09M +42,650 +14%
JP Morgan Chase
35
JP Morgan Chase
New York
$24.4M -$5.73M -79,223 -19%
KAS
36
Kestra Advisory Services
Texas
$23.7M -$7.86M -108,599 -25%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$23.3M -$262K -3,619 -1%
Stifel Financial
38
Stifel Financial
Missouri
$22.6M +$4.87M +67,232 +28%
HFS
39
Hantz Financial Services
Michigan
$22.4M -$797K -11,004 -3%
PPA
40
Painted Porch Advisors
California
$22.2M +$266K +3,669 +1%
FF
41
Fluent Financial
Texas
$21.4M +$12.8M +177,149 +151%
SEI Investments
42
SEI Investments
Pennsylvania
$20.4M -$763K -10,535 -4%
PFS
43
Prospera Financial Services
Texas
$18.8M +$2.23M +30,864 +14%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$18M +$6.53M +90,164 +57%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$18M +$6.14M +84,781 +52%
FNBT
46
FineMark National Bank & Trust
Florida
$17.5M -$97.5K -1,347 -0.6%
PFM
47
Potomac Fund Management
Florida
$16.8M +$16.7M +230,966 New
Lido Advisors
48
Lido Advisors
California
$16.6M +$1.09K +15 +0%
CIAS
49
Capital Investment Advisory Services
North Carolina
$16.2M -$8.18K -113 -0.1%
AAS
50
Avantax Advisory Services
Texas
$15.2M +$220K +3,034 +1%

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.