We are live on ! Find out more
SPLV icon

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
SA
701
Scarborough Advisors
Maryland
$15.9K +$73 +1 +0.5%
BWM
702
Bernard Wealth Management
Michigan
$15.4K
1L
703
10Elms LLP
Oklahoma
$15.4K
GCM
704
Gables Capital Management
Florida
$15.1K
BLC
705
Brown, Lisle/Cummings
Rhode Island
$14.9K
SMFG
706
Sumitomo Mitsui Financial Group
Japan
$14.4K
WPA
707
Wealth Preservation Advisors
Tennessee
$13.6K
NSIM
708
North Star Investment Management
Illinois
$12.4K
CCC
709
Chelsea Counsel Company
California
$10.8K
MA
710
MCF Advisors
Kentucky
$10.3K
OIA
711
Optimum Investment Advisors
Illinois
$9.42K
CWP
712
Concord Wealth Partners
Virginia
$9.04K
CTA
713
Colonial Trust Advisors
South Carolina
$8.89K
HIA
714
Harbor Investment Advisory
Maryland
$7.79K
LWMI
715
Legacy Wealth Management (Idaho)
Idaho
$7.5K -$2.05K -28 -22%
DPW
716
DiNuzzo Private Wealth
Pennsylvania
$7.35K
BWL
717
Bogart Wealth LLC
Virginia
$5.58K
KFI
718
Key Financial Inc
Pennsylvania
$4.67K
NC
719
North Capital
Utah
$4.56K +$73 +1 +2%
TSMHT
720
Thurston Springer Miller Herd & Titak
Indiana
$4.41K -$87.2K -1,193 -95%
SRCM
721
Signature Resources Capital Management
California
$4.4K
VWM
722
Vermillion Wealth Management
Minnesota
$4.29K
HWP
723
Highline Wealth Partners
California
$3.53K
APW
724
Aventura Private Wealth
Florida
$3.01K -$41K -561 -93%
PGAM
725
Princeton Global Asset Management
New Jersey
$1.76K

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.