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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
GF
26
Genworth Financial
Virginia
$34.6M +$115K +1,568 +0.3%
DWM
27
Dynasty Wealth Management
Florida
$33.6M -$4.66M -63,810 -12%
NC
28
NewSquare Capital
Pennsylvania
$33.4M +$316K +4,324 +1%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$31.3M +$815K +11,149 +3%
CC
30
Cartenna Capital
Connecticut
$29.4M +$29.2M +400,000 New
NEPWA
31
New England Private Wealth Advisors
Massachusetts
$28.1M +$52.4K +717 +0.2%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27M -$498K -6,812 -2%
KAS
33
Kestra Advisory Services
Texas
$26.3M +$2.41M +32,960 +10%
BM
34
Berman McAleer
Maryland
$26M +$25.8M +353,345 New
PMAM
35
Picton Mahoney Asset Management
Ontario, Canada
$24.2M +$23.8M +325,353 +9,458%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$24M -$1.53M -20,869 -6%
JP Morgan Chase
37
JP Morgan Chase
New York
$23.9M -$654K -8,952 -3%
PPA
38
Painted Porch Advisors
California
$22.9M +$478K +6,536 +2%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$22.5M -$1.05M -14,305 -4%
HFS
40
Hantz Financial Services
Michigan
$22.3M -$316K -4,323 -1%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$20.9M +$2.71M +37,099 +15%
HAFG
42
Hansen & Associates Financial Group
California
$20.5M +$2.07M +28,368 New
SEI Investments
43
SEI Investments
Pennsylvania
$19.8M -$699K -9,567 -3%
Stifel Financial
44
Stifel Financial
Missouri
$19.6M -$3.19M -43,620 -14%
FNBT
45
FineMark National Bank & Trust
Florida
$19.1M +$1.37M +18,741 +8%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$18.9M +$756K +10,347 +4%
Goldman Sachs
47
Goldman Sachs
New York
$18.3M -$7.49M -102,537 -29%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$18.2M -$9.01M -123,285 -33%
PFS
49
Prospera Financial Services
Texas
$17.2M -$1.76M -24,084 -9%
CIAS
50
Capital Investment Advisory Services
North Carolina
$17.1M +$786K +10,757 +5%

SPLV Hedge Fund Activity: Q3 2025 in Review

729 of the 7,619 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.