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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
PFBT
576
Parkside Financial Bank & Trust
Missouri
$229K -$50.2K -687 -18%
HSA
577
HBK Sorce Advisory
Pennsylvania
$229K -$1.61K -22 -0.7%
DA
578
Detalus Advisors
Missouri
$227K -$2.27K -31 -1%
FHC
579
First Heartland Consultants
Missouri
$227K +$225K +3,085 New
ST
580
Spinnaker Trust
Maine
$226K
LWM
581
Lionshead Wealth Management
New York
$223K -$50.3K -688 -18%
WFAG
582
Worth Financial Advisory Group
North Carolina
$223K -$65.9K -902 -23%
PCA
583
Prosperity Capital Advisors
Ohio
$223K -$3.29M -45,010 -94%
BIG
584
Brooklyn Investment Group
New York
$223K
AA
585
Apriem Advisors
California
$220K -$11.3K -155 -5%
BWP
586
Balboa Wealth Partners
Arizona
$220K
SIG
587
Stonegate Investment Group
Alabama
$220K
WH
588
Whitcomb & Hess
Ohio
$219K -$3.14K -43 -1%
FFB
589
First Financial Bankshares
Texas
$219K
OL
590
Owen LaRue
Kentucky
$219K +$218K +2,980 New
SAM
591
Smartleaf Asset Management
Massachusetts
$219K -$407K -5,569 -65%
SWM
592
SFG Wealth Management
Maryland
$217K +$216K +2,957 New
GS
593
GWN Securities
Florida
$217K -$85.9K -1,175 -29%
WCM
594
Winebrenner Capital Management
Kentucky
$214K -$21.4K -293 -9%
SC
595
Savant Capital
Illinois
$214K
CAL
596
Capital Analysts LLC
Pennsylvania
$214K -$73 -1 -0%
TA
597
TLS Advisors
Florida
$214K +$213K +2,913 New
PA
598
Pineridge Advisors
Missouri
$212K -$219 -3 -0.1%
IAA
599
Independent Advisor Alliance
North Carolina
$211K -$14K -191 -6%
UWPG
600
Ullmann Wealth Partners Group
Florida
$211K

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.