We are live on ! Find out more
SPLV icon

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
PW
701
Pandora Wealth
Illinois
$48.5K +$46.9K +649 New
RF
702
Roxbury Financial
New Jersey
$47.3K +$72 +1 +0.2%
TFGT
703
TS Financial Group (TSFG)
Illinois
$47K
FF
704
Friedenthal Financial
New Jersey
$40.6K -$289 -4 -0.7%
MEG
705
Millstone Evans Group
Colorado
$39.9K +$38.6K +534 New
SC
706
Solstein Capital
California
$39.2K
HCA
707
Heck Capital Advisors
Wisconsin
$37.1K
WSFS
708
Wilmington Savings Fund Society
Delaware
$33.6K
HWA
709
HHM Wealth Advisors
Tennessee
$33.2K
FWA
710
Flagship Wealth Advisors
Massachusetts
$30.6K
AIP
711
Ameritas Investment Partners
Nebraska
$30.3K
BC
712
Barrett & Company
Rhode Island
$29.9K
AT
713
Arlington Trust
Alabama
$29.9K +$28.9K +400 New
TCM
714
TruNorth Capital Management
Michigan
$27.4K
CPG
715
Cornerstone Planning Group
New Jersey
$27.2K
IWP
716
IAG Wealth Partners
Wisconsin
$26.2K
MAS
717
MPWM Advisory Solutions
Georgia
$26.2K +$25.3K +350 New
NFSG
718
Newbridge Financial Services Group
Florida
$24.7K +$144 +2 +0.6%
OAJ
719
Ogorek Anthony Joseph
New York
$24K +$72 +1 +0.3%
GAG
720
Goodman Advisory Group
Massachusetts
$22.4K +$21.7K +300 New
LRWM
721
Lord & Richards Wealth Management
Colorado
$22.4K +$21.7K +300 New
GK
722
Graney & King
New York
$21.7K
Q1WB
723
Quest 10 Wealth Builders
Virginia
$21.3K +$18.3K +253 +791%
WIM
724
Westside Investment Management
California
$20.8K
CFS
725
Compass Financial Services
Iowa
$17.9K +$72 +1 +0.4%

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.