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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
HIA
476
HTG Investment Advisors
Connecticut
$417K
MGIA
477
Moneta Group Investment Advisors
Missouri
$413K
BMCM
478
Bryn Mawr Capital Management
Pennsylvania
$405K +$203K +2,801 +101%
TCOO
479
Trust Company of Oklahoma
Oklahoma
$402K -$205K -2,831 -34%
HBW
480
Hazlett, Burt & Watson
West Virginia
$401K +$651 +9 +0.2%
SWM
481
SeaCrest Wealth Management
New York
$399K
PA
482
Pinnacle Associates
New York
$394K -$5.65K -78 -1%
ARC
483
Advisor Resource Council
Texas
$388K -$4.12M -56,928 -91%
Neuberger Berman Group
484
Neuberger Berman Group
New York
$388K +$16.3K +225 +4%
MPWS
485
McCarter Private Wealth Services
Massachusetts
$388K
QCM
486
Quantinno Capital Management
New York
$383K +$35.5K +490 +10%
CWP
487
Curated Wealth Partners
California
$381K
MA
488
Mutual Advisors
Nebraska
$375K -$3.55K -49 -1%
SHA
489
Seneca House Advisors
Virginia
$374K -$26.4K -365 -7%
CSI
490
Cross Staff Investments
New York
$374K
HWA
491
HCR Wealth Advisors
California
$374K -$14.5K -200 -4%
AG
492
Ascent Group
Virginia
$374K
FWM
493
FLP Wealth Management
Arkansas
$372K -$82.5K -1,140 -18%
FDCDDQ
494
Federation des caisses Desjardins du Quebec
Quebec, Canada
$369K -$1.11M -15,320 -75%
HFA
495
High Falls Advisors
New York
$369K +$3.76K +52 +1%
Financial Engines Advisors
496
Financial Engines Advisors
California
$365K +$363K +5,017 New
LWL
497
Leo Wealth LLC
Texas
$364K
NFG
498
Nadler Financial Group
Illinois
$364K +$362K +5,000 New
IP
499
Investment Partners
Ohio
$363K +$1.09K +15 +0.3%
MIC
500
Meridian Investment Counsel
California
$360K

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.