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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
JFA
676
JNBA Financial Advisors
Minnesota
$103K +$14.4K +199 +17%
CA
677
CoreCap Advisors
Michigan
$98.1K -$113K -1,564 -54%
AAP
678
Arax Advisory Partners
Colorado
$92.4K +$361 +5 +0.4%
RBC
679
Roble Belko & Company
Pennsylvania
$92K
TSMHT
680
Thurston Springer Miller Herd & Titak
Indiana
$90.6K
NSG
681
Nalls Sherbakoff Group
Tennessee
$90K +$87K +1,205 New
UCB
682
United Community Bank
South Carolina
$76.2K
ZBNA
683
Zions Bancorporation, National Association
Utah
$74.7K +$72.2K +1,000 New
EDRH
684
Edmond de Rothschild Holding
Switzerland
$73.8K
T
685
Tidemark
California
$72.9K +$144 +2 +0.2%
GEA
686
Glen Eagle Advisors
New Jersey
$71.7K -$63.3K -877 -48%
HPC
687
HM Payson & Co
Maine
$71.7K
WA
688
WPG Advisers
Maryland
$67.2K -$13.7K -189 -17%
FDW
689
Fourth Dimension Wealth
Ohio
$63.8K
MSFP
690
Mark Sheptoff Financial Planning
Connecticut
$63.5K
S
691
SignatureFD
Georgia
$59.5K +$72 +1 +0.1%
CAM
692
Costello Asset Management
Pennsylvania
$58.8K +$56.9K +788 New
GJIA
693
Glass Jacobson Investment Advisors
Maryland
$56.9K
DAM
694
Delta Asset Management
Tennessee
$55.2K
SC
695
Stephens Consulting
Michigan
$55K
AWM
696
Avondale Wealth Management
Texas
$54.1K
IWM
697
IMG Wealth Management
Florida
$54K
QCG
698
Quadrant Capital Group
Ohio
$53.3K
ME
699
McIlrath & Eck
Washington
$50.1K -$15.4K -213 -24%
WWMSC
700
Wagner Wealth Management (South Carolina)
South Carolina
$48.8K +$1.01K +14 +2%

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.