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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
CFG
551
Carr Financial Group
Massachusetts
$284K +$72 +1 +0%
CIBC World Market
552
CIBC World Market
Ontario, Canada
$283K +$72 +1 +0%
FFA
553
Florida Financial Advisors
Florida
$283K +$274K +3,792 New
HIP
554
HUB Investment Partners
Texas
$282K
B
555
Bailard
California
$282K
GSC
556
Ground Swell Capital
South Carolina
$280K +$271K +3,746 New
MWPCG
557
Measured Wealth Private Client Group
New Hampshire
$280K -$56.6K -783 -17%
OFO
558
OneAscent Family Office
Alabama
$279K
TWP
559
Tyche Wealth Partners
Texas
$278K
Empower Advisory Group
560
Empower Advisory Group
Colorado
$277K -$7.73K -107 -3%
GGS
561
Galvin Gaustad & Stein
Arizona
$274K -$22.8K -315 -8%
LWM
562
Lionshead Wealth Management
New York
$274K -$116K -1,603 -30%
BWA
563
BlueChip Wealth Advisors
Georgia
$273K
FWP
564
Falcon Wealth Planning
California
$272K
STA
565
Smith Thornton Advisors
Alabama
$270K
FCH
566
Freestone Capital Holdings
Washington
$268K
APW
567
Atlantic Private Wealth
North Carolina
$264K +$127K +1,764 +99%
RBFC
568
Roman Butler Fullerton & Co
Missouri
$264K +$15.5K +215 +6%
IP
569
Intellectus Partners
California
$264K +$289 +4 +0.1%
HOWA
570
Heritage Oak Wealth Advisors
Florida
$264K +$255K +3,532 New
SPWM
571
Schrum Private Wealth Management
Florida
$263K +$144 +2 +0.1%
FPCP
572
Fort Point Capital Partners
California
$263K +$72 +1 +0%
HA
573
HFG Advisors
Ohio
$262K
MWAM
574
Manhattan West Asset Management
California
$262K
MIM
575
Merrion Investment Management
New Jersey
$262K

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.