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Invesco S&P 500 Low Volatility ETF

766 hedge funds and large institutions have $4.51B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 268 increasing their positions, 251 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,280% more call options, than puts

Call options by funds: $33.5M | Put options by funds: $2.42M

9% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 78

7% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 251

0% less funds holding

Funds holding: 769766 (-3)

5% less capital invested

Capital invested by funds: $4.74B → $4.51B (-$228M)

2.08% less ownership

Funds ownership: 60.98%58.9% (-2.1%)

30% less funds holding in top 10

Funds holding in top 10: 3323 (-10)

Holders
766
Holders Change
-3
Holders Change %
-0.39%
% of All Funds
10.09%
Holding in Top 10
23
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-30.3%
% of All Funds
0.3%
New
85
Increased
268
Reduced
251
Closed
78
Calls
$33.5M
Puts
$2.42M
Net Calls
+$31M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
601
Ring Mountain Capital
California
$234K
FFA
602
Fragasso Financial Advisors
Pennsylvania
$233K -$2.46K -34 -1%
SAM
603
Strategy Asset Managers
California
$233K +$231K +3,197 New
OFG
604
Opulen Financial Group
Virginia
$233K +$72 +1 +0%
NB
605
Northwest Bancshares
Pennsylvania
$231K -$4.92K -68 -2%
DT
606
Diversified Trust
Tennessee
$231K
HSA
607
HBK Sorce Advisory
Pennsylvania
$231K
HC
608
Hurley Capital
New York
$230K -$6.51K -90 -3%
BW
609
Basepoint Wealth
Iowa
$230K +$796 +11 +0.3%
DBRC
610
D.B. Root & Company
Pennsylvania
$230K +$217 +3 +0.1%
AA
611
Apriem Advisors
California
$230K +$11.2K +155 +5%
First Trust Advisors
612
First Trust Advisors
Illinois
$230K +$228K +3,154 New
SPWM
613
Schrum Private Wealth Management
Florida
$229K -$27.4K -378 -11%
MFGM
614
Marshall Financial Group (Maryland)
Maryland
$229K -$52K -719 -19%
DA
615
Detalus Advisors
Missouri
$228K -$7.96K -110 -3%
WFA
616
Wellspring Financial Advisors
Ohio
$226K +$1.09K +15 +0.5%
BIG
617
Brooklyn Investment Group
New York
$224K +$217K +2,991 +3,287%
ST
618
Spinnaker Trust
Maine
$224K
BCP
619
Berkeley Capital Partners
Georgia
$223K -$134K -1,854 -38%
IAA
620
Independent Advisor Alliance
North Carolina
$223K +$222K +3,065 New
GI
621
Gradient Investments
Minnesota
$222K +$15.9K +220 +8%
WH
622
Whitcomb & Hess
Ohio
$220K -$15.4K -213 -7%
BWP
623
Balboa Wealth Partners
Arizona
$218K
SIG
624
Stonegate Investment Group
Alabama
$218K
TB
625
Terril Brothers
Missouri
$218K +$217K +2,999 New

SPLV Hedge Fund Activity: Q2 2025 in Review

766 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2025, worth a combined $4.51B — down 4.8% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SPLV positions and 78 closed out — a net gain of 7 holders — while 268 added to existing stakes and 251 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $54.2M. The largest seller was Alaska Permanent Fund, exiting entirely with an estimated $194M sold.

  • 766 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2025, down from 769 in Q1 2025.
  • Funds reported $4.51B of Invesco S&P 500 Low Volatility ETF stock for Q2 2025, down 4.8% quarter-over-quarter.
  • 85 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2025 and 78 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2025 was AdvisorShares Investments, an estimated $54.2M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2025 was Alaska Permanent Fund, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2025.