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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
AF
651
Advisornet Financial
Minnesota
$170K +$91.3K +1,264 +125%
WP
652
WealthShield Partners
North Carolina
$166K -$20.2K -280 -11%
AIC
653
Archer Investment Corporation
Indiana
$165K
GWS
654
Glassman Wealth Services
Virginia
$163K
DWM
655
Darwin Wealth Management
Florida
$161K
PWM
656
Provident Wealth Management
Tennessee
$157K
CFO
657
CVA Family Office
Colorado
$157K +$650 +9 +0.4%
Russell Investments Group
658
Russell Investments Group
United Kingdom
$152K +$32.8K +454 +29%
AssetMark Inc
659
AssetMark Inc
California
$152K +$9.68K +134 +7%
EWA
660
EverSource Wealth Advisors
Alabama
$150K
MSG
661
Main Street Group
Virginia
$149K +$1.81K +25 +1%
FRA
662
Front Row Advisors
California
$142K
GSWM
663
Golden State Wealth Management
California
$140K -$318K -4,398 -70%
NL
664
NVWM LLC
Pennsylvania
$140K
PWA
665
Provenance Wealth Advisors
Florida
$136K
OSAM
666
O'Shaughnessy Asset Management
Connecticut
$135K +$97.4K +1,348 +294%
ST
667
Smithfield Trust
Pennsylvania
$133K
PMFA
668
Plante Moran Financial Advisors
Michigan
$129K -$47.8K -662 -28%
VNA
669
Valley National Advisers
Pennsylvania
$127K
HFS
670
Hughes Financial Services
Virginia
$121K +$117K +1,624 New
FCMT
671
Founders Capital Management (Texas)
Texas
$119K
CIR
672
Clear Investment Research
Georgia
$117K
SL
673
Salomon & Ludwin
Virginia
$116K +$11.2K +155 +11%
BA
674
Bristlecone Advisors
Washington
$114K
FNWM
675
Financial Network Wealth Management
Utah
$107K +$103K +1,433 New

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.