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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
GWP
476
Gen-Wealth Partners
Michigan
$358K
KFGK
477
Keystone Financial Group (Kentucky)
Kentucky
$358K +$14.6K +200 +4%
NPFS
478
Novak & Powell Financial Services
Florida
$356K +$73 +1 +0%
TA
479
TrueWealth Advisors
Alabama
$350K
VCP
480
Verus Capital Partners
Arizona
$350K +$348K +4,759 New
Wealthfront Advisers
481
Wealthfront Advisers
California
$347K +$54.6K +747 +19%
MWA
482
Medallion Wealth Advisors
Connecticut
$347K
CWM
483
Castle Wealth Management
Florida
$345K
DP
484
Divergent Planning
Maryland
$344K +$658 +9 +0.2%
AFG
485
Arkansas Financial Group
Arkansas
$343K
JCM
486
Jacobi Capital Management
Pennsylvania
$342K -$3.14K -43 -0.9%
MCC
487
Money Concepts Capital
Florida
$341K -$1.01M -13,785 -75%
CAG
488
Csenge Advisory Group
Florida
$340K +$9.57K +131 +3%
OP
489
ORG Partners
Indiana
$334K -$1.42M -19,397 -81%
X
490
Xponance
Pennsylvania
$333K -$232K -3,178 -41%
BAM
491
Broyhill Asset Management
North Carolina
$331K
APA
492
Astoria Portfolio Advisors
New York
$329K -$21.8K -298 -6%
HFA
493
High Falls Advisors
New York
$328K -$43.6K -597 -12%
KPWS
494
Kestra Private Wealth Services
Texas
$326K +$3.95K +54 +1%
PSF
495
Pacific Sun Financial
California
$325K -$8.04K -110 -2%
PWA
496
Prairie Wealth Advisors
Nebraska
$324K -$2.56K -35 -0.8%
CSI
497
Cross Staff Investments
New York
$322K -$54.5K -746 -15%
Northern Trust
498
Northern Trust
Illinois
$322K +$8.77K +120 +3%
HW
499
HORAN Wealth
Ohio
$321K +$319K +4,362 New
VA
500
Valmark Advisers
Ohio
$320K -$38.7K -530 -11%

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.