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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
PCA
551
Providence Capital Advisors
North Carolina
$254K -$84.1K -1,150 -25%
WCP
552
Wealthcare Capital Partners
Pennsylvania
$252K +$3.65K +50 +1%
CWP
553
Cyndeo Wealth Partners
Florida
$252K +$731 +10 +0.3%
BCM
554
Boreal Capital Management
Florida
$250K
SEM
555
Strategic Equity Management
Arizona
$249K
MWS
556
MFA Wealth Services
California
$248K +$365 +5 +0.1%
AIM
557
Anchor Investment Management
South Carolina
$246K -$7.31K -100 -3%
RIS
558
Richmond Investment Services
Wisconsin
$246K +$804 +11 +0.3%
LI
559
LVZ Inc
Michigan
$244K
FPAS
560
Focus Partners Advisor Solutions
Missouri
$243K +$248K +3,396 New
SFO
561
Stokes Family Office
Louisiana
$241K
CF
562
Centaurus Financial
California
$241K -$19.8K -271 -8%
GA
563
Goldstein Advisors
Wisconsin
$240K
IPAM
564
Investment Partners Asset Management
New Jersey
$239K
AWM
565
Apollon Wealth Management
South Carolina
$239K -$18.4K -252 -7%
RMC
566
Ring Mountain Capital
California
$236K
OFG
567
Opulen Financial Group
Virginia
$236K +$1.24K +17 +0.5%
FFA
568
Fragasso Financial Advisors
Pennsylvania
$235K +$1.17K +16 +0.5%
BW
569
Basepoint Wealth
Iowa
$234K +$1.24K +17 +0.5%
HC
570
Hurley Capital
New York
$233K +$877 +12 +0.4%
DT
571
Diversified Trust
Tennessee
$233K
NB
572
Northwest Bancshares
Pennsylvania
$233K
DBRC
573
D.B. Root & Company
Pennsylvania
$232K +$73 +1 +0%
SPWM
574
Schrum Private Wealth Management
Florida
$231K +$73 +1 +0%
BCA
575
Bay Colony Advisors
Massachusetts
$231K -$54.1K -740 -19%

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.