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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
OFG
601
Opulen Financial Group
Virginia
$239K +$72 +1 +0%
KFS
602
Kaizen Financial Strategies
California
$238K +$230K +3,185 New
DT
603
Diversified Trust
Tennessee
$237K +$229K +3,173 New
HSA
604
HBK Sorce Advisory
Pennsylvania
$237K -$1.73K -24 -0.8%
CIC
605
Carnegie Investment Counsel
Ohio
$236K +$2.17K +30 +0.9%
DBRC
606
D.B. Root & Company
Pennsylvania
$236K +$217 +3 +0.1%
LWM
607
Lodestone Wealth Management
Washington
$236K +$2.46K +34 +1%
BW
608
Basepoint Wealth
Iowa
$235K +$217 +3 +0.1%
SAM
609
Smartleaf Asset Management
Massachusetts
$233K +$18.5K +256 +9%
WFA
610
Wellspring Financial Advisors
Ohio
$231K -$491K -6,801 -69%
ST
611
Spinnaker Trust
Maine
$230K
T
612
Transce3nd
Texas
$230K -$6.28K -87 -3%
TWM
613
TCFG Wealth Management
California
$229K +$144 +2 +0.1%
CWP
614
Cyndeo Wealth Partners
Florida
$226K +$939 +13 +0.4%
AA
615
Apriem Advisors
California
$224K -$1.3K -18 -0.6%
BWP
616
Balboa Wealth Partners
Arizona
$224K
SIG
617
Stonegate Investment Group
Alabama
$224K
FFB
618
First Financial Bankshares
Texas
$223K
AP
619
Appleton Partners
Massachusetts
$219K -$27.8K -385 -12%
PA
620
Pineridge Advisors
Missouri
$219K +$4.91K +68 +2%
WAM
621
WealthTrust Asset Management
Florida
$218K
SC
622
Savant Capital
Illinois
$218K -$77.6K -1,074 -27%
CI
623
CX Institutional
Indiana
$217K +$210K +2,902 New
CAL
624
Capital Analysts LLC
Pennsylvania
$215K +$6.57K +91 +3%
UWPG
625
Ullmann Wealth Partners Group
Florida
$215K

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.