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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
PWM
626
Provident Wealth Management
Tennessee
$155K
NL
627
NVWM LLC
Pennsylvania
$148K
MSG
628
Main Street Group
Virginia
$148K +$512 +7 +0.3%
PWA
629
Physician Wealth Advisors
Utah
$147K
DWM
630
Darwin Wealth Management
Florida
$146K -$2.63K -36 -2%
EWA
631
EverSource Wealth Advisors
Alabama
$143K -$219 -3 -0.2%
Russell Investments Group
632
Russell Investments Group
United Kingdom
$136K +$804 +11 +0.6%
HNB
633
Huntington National Bank
Ohio
$133K
DI
634
DAGCO Inc
Ohio
$132K
ST
635
Smithfield Trust
Pennsylvania
$131K
PMFA
636
Plante Moran Financial Advisors
Michigan
$126K
VNA
637
Valley National Advisers
Pennsylvania
$124K
AF
638
Advisornet Financial
Minnesota
$123K +$30.6K +419 +33%
RFP
639
Root Financial Partners
California
$122K +$121K +1,661 New
CIR
640
Clear Investment Research
Georgia
$117K +$1.17K +16 +1%
HFS
641
Hughes Financial Services
Virginia
$116K
PS
642
Principal Securities
Iowa
$111K -$658 -9 -0.6%
SIS
643
Sound Income Strategies
Florida
$108K -$88.6K -1,212 -45%
FCMT
644
Founders Capital Management (Texas)
Texas
$108K
FRA
645
Front Row Advisors
California
$107K -$31.9K -436 -23%
CA
646
CoreCap Advisors
Michigan
$104K +$15.2K +208 +17%
SL
647
Salomon & Ludwin
Virginia
$93.4K -$10.2K -140 -10%
RBC
648
Roble Belko & Company
Pennsylvania
$90K
NSG
649
Nalls Sherbakoff Group
Tennessee
$89K +$219 +3 +0.2%
JFA
650
JNBA Financial Advisors
Minnesota
$86.9K

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.