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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
UCB
651
United Community Bank
South Carolina
$75K
ZBNA
652
Zions Bancorporation, National Association
Utah
$73.5K
CTC
653
Corundum Trust Company
South Dakota
$72.6K +$72.2K +988 New
T
654
Tidemark
California
$71.9K +$73 +1 +0.1%
GEA
655
Glen Eagle Advisors
New Jersey
$70.7K +$146 +2 +0.2%
HPC
656
HM Payson & Co
Maine
$70.5K
SS
657
Sunbelt Securities
Texas
$70.1K +$65.9K +902 +1,702%
AC
658
AlphaCore Capital
California
$69.8K
WA
659
WPG Advisers
Maryland
$66.1K
OWP
660
ORG Wealth Partners
Texas
$65.2K -$452K -6,181 -87%
BNP Paribas Financial Markets
661
BNP Paribas Financial Markets
France
$65K +$51.2K +700 +380%
MSFP
662
Mark Sheptoff Financial Planning
Connecticut
$62.5K
FS
663
Financially Speaking
Colorado
$60.7K
LC
664
Lavaca Capital
Texas
$59.4K
CAM
665
Costello Asset Management
Pennsylvania
$54.8K +$73 +1 +0.1%
DAM
666
Delta Asset Management
Tennessee
$54.3K
IWM
667
IMG Wealth Management
Florida
$53.1K
QCG
668
Quadrant Capital Group
Ohio
$52.4K +$52.1K +713 New
GTAM
669
Global Trust Asset Management
Florida
$52.2K -$132K -1,810 -72%
ME
670
McIlrath & Eck
Washington
$49.2K
S
671
SignatureFD
Georgia
$48.7K -$9.87K -135 -17%
PW
672
Pandora Wealth
Illinois
$47.7K
RF
673
Roxbury Financial
New Jersey
$46.9K +$146 +2 +0.3%
FDW
674
Fourth Dimension Wealth
Ohio
$40.1K -$3.65K -50 -8%
FF
675
Friedenthal Financial
New Jersey
$39.9K

SPLV Hedge Fund Activity: Q3 2025 in Review

729 of the 7,619 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.