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Invesco S&P 500 Low Volatility ETF

766 hedge funds and large institutions have $4.51B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 268 increasing their positions, 251 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,280% more call options, than puts

Call options by funds: $33.5M | Put options by funds: $2.42M

9% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 78

7% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 251

0% less funds holding

Funds holding: 769766 (-3)

5% less capital invested

Capital invested by funds: $4.74B → $4.51B (-$228M)

2.08% less ownership

Funds ownership: 60.98%58.9% (-2.1%)

30% less funds holding in top 10

Funds holding in top 10: 3323 (-10)

Holders
766
Holders Change
-3
Holders Change %
-0.39%
% of All Funds
10.09%
Holding in Top 10
23
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-30.3%
% of All Funds
0.3%
New
85
Increased
268
Reduced
251
Closed
78
Calls
$33.5M
Puts
$2.42M
Net Calls
+$31M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
701
Provenance Wealth Advisors
Florida
$48.2K -$84.3K -1,164 -64%
PW
702
Pandora Wealth
Illinois
$47.3K
RF
703
Roxbury Financial
New Jersey
$46.4K +$145 +2 +0.3%
TFGT
704
TS Financial Group (TSFG)
Illinois
$46K
APW
705
Aventura Private Wealth
Florida
$43.8K +$40.6K +561 +1,368%
FDW
706
Fourth Dimension Wealth
Ohio
$43.4K -$18.7K -258 -30%
FF
707
Friedenthal Financial
New Jersey
$39.5K
MEG
708
Millstone Evans Group
Colorado
$38.9K
WSFS
709
Wilmington Savings Fund Society
Delaware
$32.8K
HWA
710
HHM Wealth Advisors
Tennessee
$32.3K
FWA
711
Flagship Wealth Advisors
Massachusetts
$29.9K
AIP
712
Ameritas Investment Partners
Nebraska
$29.5K
AT
713
Arlington Trust
Alabama
$29.1K
BC
714
Barrett & Company
Rhode Island
$29.1K
CPG
715
Cornerstone Planning Group
New Jersey
$27.6K
TCM
716
TruNorth Capital Management
Michigan
$26.7K
IWP
717
IAG Wealth Partners
Wisconsin
$25.5K
NFSG
718
Newbridge Financial Services Group
Florida
$24.2K +$72 +1 +0.3%
OAJ
719
Ogorek Anthony Joseph
New York
$23K +$145 +2 +0.6%
GK
720
Graney & King
New York
$21.1K
WIM
721
Westside Investment Management
California
$20.3K
IHWM
722
Iron Horse Wealth Management
Iowa
$18.6K +$18.5K +256 New
CFS
723
Compass Financial Services
Iowa
$17.6K +$72 +1 +0.4%
MTIC
724
Missouri Trust & Investment Company
Missouri
$17.4K
SA
725
Scarborough Advisors
Maryland
$15.7K +$15.6K +216 New

SPLV Hedge Fund Activity: Q2 2025 in Review

766 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2025, worth a combined $4.51B — down 4.8% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SPLV positions and 78 closed out — a net gain of 7 holders — while 268 added to existing stakes and 251 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $54.2M. The largest seller was Alaska Permanent Fund, exiting entirely with an estimated $194M sold.

  • 766 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2025, down from 769 in Q1 2025.
  • Funds reported $4.51B of Invesco S&P 500 Low Volatility ETF stock for Q2 2025, down 4.8% quarter-over-quarter.
  • 85 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2025 and 78 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2025 was AdvisorShares Investments, an estimated $54.2M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2025 was Alaska Permanent Fund, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2025.