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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
GI
601
GAMMA Investing
California
$211K
AP
602
Appleton Partners
Massachusetts
$210K
LWM
603
Lodestone Wealth Management
Washington
$209K -$5.63K -77 -3%
SIAG
604
Safeguard Investment Advisory Group
California
$209K +$1.02K +14 +0.5%
BCM
605
Beck Capital Management
Texas
$209K -$2.12K -29 -1%
LFG
606
Larson Financial Group
Missouri
$208K +$19K +260 +10%
CSP
607
Cary Street Partners
Virginia
$206K
SFG
608
Sovereign Financial Group
Connecticut
$205K +$204K +2,792 New
SJGA
609
Stephen J. Garry & Associates
New York
$205K -$38.2K -523 -16%
DI
610
Disciplined Investments
Oklahoma
$203K
HCA
611
Heck Capital Advisors
Wisconsin
$203K -$312K -4,271 -61%
WCG
612
Weaver Consulting Group
California
$203K
PCIA
613
Prime Capital Investment Advisors
Kansas
$201K -$10.3K -141 -5%
GI
614
Gradient Investments
Minnesota
$201K -$22.9K -313 -10%
SWIG
615
Strategic Wealth Investment Group
Kentucky
$201K +$199K +2,729 New
JWM
616
JPL Wealth Management
Colorado
$197K +$196K +2,680 New
RIA
617
Realta Investment Advisors
Delaware
$189K -$10.8K -148 -5%
BF
618
BOK Financial
Oklahoma
$184K
MWPCG
619
Measured Wealth Private Client Group
New Hampshire
$181K +$180K +2,457 New
BTI
620
Blue Trust Inc
Georgia
$176K
SWM
621
Spire Wealth Management
Virginia
$174K -$503K -6,879 -74%
AIC
622
Archer Investment Corporation
Indiana
$162K +$439 +6 +0.3%
GWS
623
Glassman Wealth Services
Virginia
$160K
CFO
624
CVA Family Office
Colorado
$156K +$804 +11 +0.5%
WSFS
625
Wilmington Savings Fund Society
Delaware
$156K +$122K +1,673 +372%

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.