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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
BFPW
501
BOK Financial Private Wealth
Colorado
$320K -$25.9K -354 -8%
BWP
502
BSW Wealth Partners
Colorado
$319K +$512 +7 +0.2%
SWM
503
SeaCrest Wealth Management
New York
$318K -$80.6K -1,103 -20%
CFGSD
504
Compass Financial Group (South Dakota)
South Dakota
$317K +$1.46K +20 +0.5%
DE
505
Diversified Enterprises
Delaware
$317K -$5.04K -69 -2%
CFS
506
CRA Financial Services
New Jersey
$316K
ALA
507
Atlas Legacy Advisors
California
$316K -$146 -2 -0%
CCC
508
Compass Capital Corp
Massachusetts
$315K
KWM
509
KW Wealth Management
California
$311K +$310K +4,235 New
ZF
510
Zhang Financial
Michigan
$311K
BFA
511
Beacon Financial Advisory
Ohio
$307K +$365 +5 +0.1%
Susquehanna International Group
512
Susquehanna International Group
Pennsylvania
$306K -$1.41M -19,251 -82%
Empower Advisory Group
513
Empower Advisory Group
Colorado
$301K +$25.4K +347 +9%
NB
514
NBT Bank
New York
$301K -$32.4K -443 -11%
TIAA Trust, National Association
515
TIAA Trust, National Association
North Carolina
$300K
CPA
516
Capital Performance Advisors
California
$299K +$1.53K +21 +0.5%
SOS
517
Silver Oak Securities
Tennessee
$294K -$464K -6,353 -61%
CIBC World Market
518
CIBC World Market
Ontario, Canada
$292K +$8.04K +110 +3%
BEI
519
Benjamin Edwards Inc
Missouri
$291K -$254K -3,480 -47%
EWP
520
Equity Wealth Partners
Missouri
$291K +$289K +3,958 New
BFO
521
Boston Family Office
Massachusetts
$290K +$365 +5 +0.1%
FWWM
522
Fiscal Wisdom Wealth Management
Connecticut
$290K +$290K +3,972 New
OCM
523
One Capital Management
California
$288K -$59.5K -814 -17%
FTC
524
Farmers Trust Company
Ohio
$287K
CIC
525
Carnegie Investment Counsel
Ohio
$277K

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.