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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
SW
576
Simplicity Wealth
New Jersey
$260K +$251K +3,482 New
ESB
577
Essex Savings Bank
Connecticut
$260K -$15.7K -217 -6%
AIM
578
Anchor Investment Management
South Carolina
$258K
EFA
579
Evernest Financial Advisors
Indiana
$258K +$1.01K +14 +0.4%
WAS
580
WESPAC Advisors SoCal
California
$253K +$244K +3,384 New
FFG
581
Fiduciary Financial Group
California
$252K
KF
582
KKM Financial
Illinois
$252K
MWS
583
MFA Wealth Services
California
$251K +$217 +3 +0.1%
LI
584
LVZ Inc
Michigan
$248K
SWM
585
SFG Wealth Management
Maryland
$248K -$4.48K -62 -2%
SJGA
586
Stephen J. Garry & Associates
New York
$247K +$144 +2 +0.1%
IWB
587
Innovative Wealth Building
Maryland
$247K -$104K -1,435 -30%
SFO
588
Stokes Family Office
Louisiana
$245K
AWM
589
Apollon Wealth Management
South Carolina
$245K
GA
590
Goldstein Advisors
Wisconsin
$244K
WCP
591
Wealthcare Capital Partners
Pennsylvania
$244K +$506 +7 +0.2%
USCWA
592
U.S. Capital Wealth Advisors
Texas
$244K -$6.72K -93 -3%
HC
593
Hurley Capital
New York
$243K -$27.4K -380 -10%
IPAM
594
Investment Partners Asset Management
New Jersey
$243K
NB
595
Northwest Bancshares
Pennsylvania
$242K -$289 -4 -0.1%
WH
596
Whitcomb & Hess
Ohio
$242K +$8.16K +113 +4%
FFA
597
Fragasso Financial Advisors
Pennsylvania
$242K -$11.2K -155 -5%
DA
598
Detalus Advisors
Missouri
$242K
RMC
599
Ring Mountain Capital
California
$240K -$13.1K -181 -5%
WCM
600
Winebrenner Capital Management
Kentucky
$239K +$433 +6 +0.2%

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.