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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
VCP
501
Verus Capital Partners
Arizona
$355K +$42.7K +591 +14%
MWA
502
Medallion Wealth Advisors
Connecticut
$352K
CWM
503
Castle Wealth Management
Florida
$351K
BFPW
504
BOK Financial Private Wealth
Colorado
$350K -$169K -2,345 -33%
KFGK
505
Keystone Financial Group (Kentucky)
Kentucky
$349K -$359K -4,965 -52%
DP
506
Divergent Planning
Maryland
$349K
NA
507
Novus Advisors
South Carolina
$348K
APA
508
Astoria Portfolio Advisors
New York
$342K +$30.6K +424 +10%
BAM
509
Broyhill Asset Management
North Carolina
$336K
KPWS
510
Kestra Private Wealth Services
Texas
$333K +$12.1K +167 +4%
GPWM
511
Grant Private Wealth Management
California
$331K +$320K +4,428 New
ALA
512
Atlas Legacy Advisors
California
$330K -$2.6K -36 -0.8%
PWA
513
Prairie Wealth Advisors
Nebraska
$330K +$4.77K +66 +2%
AFG
514
Arkansas Financial Group
Arkansas
$329K
BWP
515
BSW Wealth Partners
Colorado
$329K +$433 +6 +0.1%
DE
516
Diversified Enterprises
Delaware
$328K +$317K +4,396 New
CWM
517
Congress Wealth Management
Massachusetts
$328K +$89.6K +1,241 +39%
IC
518
IEQ Capital
California
$326K +$315K +4,367 New
CCC
519
Compass Capital Corp
Massachusetts
$326K
Fifth Third Bancorp
520
Fifth Third Bancorp
Ohio
$324K
CAG
521
Csenge Advisory Group
Florida
$324K -$164K -2,265 -34%
HS
522
Horan Securities
United States
$323K +$1.16K +16 +0.4%
CFS
523
CRA Financial Services
New Jersey
$322K +$289 +4 +0.1%
CFGSD
524
Compass Financial Group (South Dakota)
South Dakota
$320K +$1.16K +16 +0.4%
PCIA
525
Prime Capital Investment Advisors
Kansas
$319K +$79.8K +1,105 +35%

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.