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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
CWA
526
Clearview Wealth Advisors
Oregon
$276K -$11.1K -152 -4%
TWM
527
TCFG Wealth Management
California
$275K +$5.55K +76 +2%
OFO
528
OneAscent Family Office
Alabama
$275K
BH
529
Burk Holdings
Oklahoma
$274K +$273K +3,732 New
TWP
530
Tyche Wealth Partners
Texas
$273K
CFG
531
Carr Financial Group
Massachusetts
$273K -$6.58K -90 -2%
B
532
Bailard
California
$271K
GGS
533
Galvin Gaustad & Stein
Arizona
$270K
FCM
534
Fogel Capital Management
Florida
$268K
FWP
535
Falcon Wealth Planning
California
$267K
STA
536
Smith Thornton Advisors
Alabama
$265K
FFG
537
Fiduciary Financial Group
California
$263K
MIM
538
Moseley Investment Management
Florida
$262K -$22.9K -313 -8%
IP
539
Intellectus Partners
California
$260K +$365 +5 +0.1%
APW
540
Atlantic Private Wealth
North Carolina
$260K
KIA
541
KCM Investment Advisors
California
$260K -$33.5K -459 -11%
RBFC
542
Roman Butler Fullerton & Co
Missouri
$259K +$731 +10 +0.3%
AssetMark Inc
543
AssetMark Inc
California
$257K +$54.5K +746 +27%
AWM
544
Axxcess Wealth Management
California
$257K -$659K -9,013 -72%
HA
545
HFG Advisors
Ohio
$257K
MWAM
546
Manhattan West Asset Management
California
$257K
EWA
547
Emergent Wealth Advisors
New York
$257K -$41.6K -569 -14%
EFA
548
Evernest Financial Advisors
Indiana
$256K +$1.39K +19 +0.5%
SAW
549
Signal Advisors Wealth
Michigan
$256K +$255K +3,488 New
ESB
550
Essex Savings Bank
Connecticut
$256K

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.