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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
LIM
626
Leavell Investment Management
Alabama
$213K +$205K +2,844 New
4WM
627
49 Wealth Management
Texas
$212K -$178K -2,465 -47%
GI
628
GAMMA Investing
California
$212K +$16.3K +225 +9%
GI
629
Gradient Investments
Minnesota
$211K -$86.4K -1,196 -30%
MC
630
Moors & Cabot
Massachusetts
$210K +$203K +2,812 New
RIA
631
Realta Investment Advisors
Delaware
$209K -$6.43K -89 -3%
SIAG
632
Safeguard Investment Advisory Group
California
$209K +$202K +2,795 New
SIS
633
Sound Income Strategies
Florida
$208K +$187K +2,589 +1,370%
DI
634
Disciplined Investments
Oklahoma
$207K +$200K +2,768 New
BMCM
635
Bryn Mawr Capital Management
Pennsylvania
$206K +$199K +2,762 New
TFP
636
Traction Financial Partners
Wyoming
$206K +$199K +2,761 New
QCM
637
QRG Capital Management
Illinois
$206K -$14.7K -204 -7%
LA
638
Latitude Advisors
Florida
$205K +$198K +2,744 New
MWM
639
Modern Wealth Management
Kansas
$204K +$198K +2,735 New
HSWS
640
Higgins & Schmidt Wealth Strategies
Colorado
$204K +$197K +2,726 New
SBIA
641
Sheaff Brock Investment Advisors
Indiana
$204K +$197K +2,724 New
FPAS
642
Focus Partners Advisor Solutions
Missouri
$204K +$197K +2,724 New
CSIA
643
Conrad Siegel Investment Advisors
Pennsylvania
$203K +$196K +2,713 New
RIA
644
Richwood Investment Advisors
Ohio
$201K +$195K +2,694 New
SP
645
SWS Partners
Ohio
$201K +$194K +2,685 New
HFS
646
Heritage Financial Services
Massachusetts
$201K +$194K +2,684 New
JWM
647
JPL Wealth Management
Colorado
$200K +$194K +2,680 New
LFG
648
Larson Financial Group
Missouri
$192K +$154K +2,138 +489%
GTAM
649
Global Trust Asset Management
Florida
$188K +$7.22K +100 +4%
BTI
650
Blue Trust Inc
Georgia
$179K

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.