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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
SGI
51
Summit Global Investments
Utah
$14.8M +$14.3M +197,712 New
BI
52
Ballast Inc
Kentucky
$14.7M +$120K +1,664 +0.9%
SFS
53
Sowell Financial Services
Arkansas
$14.5M +$3.72M +51,486 +36%
CAL
54
Capital Advisors Ltd
Ohio
$14.1M -$184K -2,544 -1%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$13.7M +$1.05M +14,490 +8%
MW
56
Marks Wealth
Maryland
$13.5M +$12.5M +172,639 +2,108%
SFA
57
Sequoia Financial Advisors
Ohio
$12.8M -$3.5M -48,495 -22%
BBP
58
Banco BTG Pactual
Brazil
$12.7M +$1.72M +23,876 +16%
JWA
59
JFS Wealth Advisors
Pennsylvania
$12.4M -$78.1K -1,081 -0.6%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$12.1M -$6.72K -93 -0.1%
Corient Private Wealth
61
Corient Private Wealth
Florida
$12M +$3.22M +44,529 +38%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$11.7M +$4.18M +57,882 +57%
Two Sigma Investments
63
Two Sigma Investments
New York
$11.7M +$11.3M +156,500 New
FIA
64
Foundations Investment Advisors
Arizona
$11.5M +$8.75M +121,135 +373%
BIA
65
Bell Investment Advisors
California
$11.3M -$41.1K -569 -0.4%
GM
66
GeoWealth Management
Illinois
$11.3M -$114K -1,579 -1%
PA
67
PFG Advisors
Arizona
$10.9M +$6.95M +96,276 +192%
NP
68
Nilsine Partners
Colorado
$10.9M +$617K +8,537 +6%
RSWM
69
Robertson Stephens Wealth Management
California
$10.8M +$10.1M +139,960 +3,299%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$10.5M +$10.1M +140,000 New
PFA
71
Petra Financial Advisors
Colorado
$10.3M +$5.1M +70,679 +106%
ORC
72
O'Rourke & Company
Massachusetts
$10.1M -$17.8K -247 -0.2%
MCM
73
MAI Capital Management
Ohio
$9.99M +$220K +3,047 +2%
HighTower Advisors
74
HighTower Advisors
Illinois
$9.84M -$859K -11,900 -8%
Creative Planning
75
Creative Planning
Kansas
$9.75M +$1.38M +19,064 +17%

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.