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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
MEG
676
Millstone Evans Group
Colorado
$39.2K
SC
677
Solstein Capital
California
$38.5K -$36.5K -500 -49%
EDRH
678
Edmond de Rothschild Holding
Switzerland
$38.2K -$22.7K -310 -37%
TFGT
679
TS Financial Group (TSFG)
Illinois
$37K -$9.14K -125 -20%
FFA
680
Founders Financial Alliance
North Carolina
$35.7K +$35.5K +486 New
BSB
681
Bangor Savings Bank
Maine
$33.3K +$28.9K +395 +681%
PWA
682
Provenance Wealth Advisors
Florida
$33K -$15.6K -213 -32%
HWA
683
HHM Wealth Advisors
Tennessee
$32.6K
CA
684
Crewe Advisors
Utah
$32K +$21K +287 +193%
WWMSC
685
Wagner Wealth Management (South Carolina)
South Carolina
$31.8K -$17K -233 -35%
UIA
686
Ulland Investment Advisors
Minnesota
$31K +$16.4K +225 +113%
FWA
687
Flagship Wealth Advisors
Massachusetts
$30.1K
AIP
688
Ameritas Investment Partners
Nebraska
$29.8K
AT
689
Arlington Trust
Alabama
$29.4K
BC
690
Barrett & Company
Rhode Island
$29.4K
TCM
691
TruNorth Capital Management
Michigan
$27K
CPG
692
Cornerstone Planning Group
New Jersey
$26.8K
IWP
693
IAG Wealth Partners
Wisconsin
$25.7K
NFSG
694
Newbridge Financial Services Group
Florida
$24.6K +$146 +2 +0.6%
OAJ
695
Ogorek Anthony Joseph
New York
$24K +$73 +1 +0.3%
GK
696
Graney & King
New York
$21.3K
WIM
697
Westside Investment Management
California
$20.5K
GAG
698
Goodman Advisory Group
Massachusetts
$18.5K +$18.4K +252 New
CFS
699
Compass Financial Services
Iowa
$17.8K +$146 +2 +0.8%
MTIC
700
Missouri Trust & Investment Company
Missouri
$17.6K

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.