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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
IA
501
IAM Advisory
Pennsylvania
$360K -$1.23K -17 -0.3%
VFS
502
Valpey Financial Services
New Hampshire
$357K +$355K +4,909 New
BRG
503
Bay Rivers Group
Virginia
$356K +$354K +4,894 New
VA
504
Valmark Advisers
Ohio
$356K -$70.6K -976 -17%
GWP
505
Gen-Wealth Partners
Michigan
$355K
HC
506
Headland Capital
South Carolina
$355K -$15.3M -211,695 -98%
APA
507
Astoria Portfolio Advisors
New York
$354K +$4.34K +60 +1%
NPFS
508
Novak & Powell Financial Services
Florida
$353K +$72 +1 +0%
TA
509
TrueWealth Advisors
Alabama
$347K
MWA
510
Medallion Wealth Advisors
Connecticut
$346K
DP
511
Divergent Planning
Maryland
$345K
OCM
512
One Capital Management
California
$345K -$222K -3,067 -39%
BFPW
513
BOK Financial Private Wealth
Colorado
$343K +$1.59K +22 +0.5%
CWM
514
Castle Wealth Management
Florida
$342K
JCM
515
Jacobi Capital Management
Pennsylvania
$342K -$6.44K -89 -2%
KFGK
516
Keystone Financial Group (Kentucky)
Kentucky
$340K
AFG
517
Arkansas Financial Group
Arkansas
$340K
PCA
518
Providence Capital Advisors
North Carolina
$336K +$334K +4,612 New
CAG
519
Csenge Advisory Group
Florida
$331K +$434 +6 +0.1%
PSF
520
Pacific Sun Financial
California
$330K -$70.9K -980 -18%
BAM
521
Broyhill Asset Management
North Carolina
$328K
CCC
522
Compass Capital Corp
Massachusetts
$326K
PWA
523
Prairie Wealth Advisors
Nebraska
$324K +$1.81K +25 +0.6%
SWM
524
Spire Wealth Management
Virginia
$324K +$271K +3,750 +68%
MIH
525
Meitav Investment House
Israel
$323K +$14.5K +200 +5%

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.