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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
BI
51
Ballast Inc
Kentucky
$14.5M +$149K +2,057 +1%
CAL
52
Capital Advisors Ltd
Ohio
$14.1M +$390K +5,388 +3%
Wellington Management Group
53
Wellington Management Group
Massachusetts
$13.4M +$13.3M +183,521 New
BBP
54
Banco BTG Pactual
Brazil
$13.2M +$832K +11,500 +7%
GS
55
GTS Securities
New York
$12.6M +$8.97M +123,855 +252%
JWA
56
JFS Wealth Advisors
Pennsylvania
$12M -$84.1K -1,162 -0.7%
BIA
57
Bell Investment Advisors
California
$11.7M +$696K +9,609 +6%
Corient Private Wealth
58
Corient Private Wealth
Florida
$11.6M -$99.5K -1,375 -0.9%
PA
59
PFG Advisors
Arizona
$11.5M +$833K +11,510 +8%
MML Investors Services
60
MML Investors Services
Massachusetts
$10.6M +$3.92M +54,224 +60%
SFS
61
Sowell Financial Services
Arkansas
$10.4M -$3.72M -51,348 -26%
MCM
62
MAI Capital Management
Ohio
$10.4M +$698K +9,639 +7%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$10.4M +$8.14M +112,440 +371%
HighTower Advisors
64
HighTower Advisors
Illinois
$10.2M +$603K +8,324 +6%
Adage Capital Partners
65
Adage Capital Partners
Massachusetts
$10.2M
DWMS
66
Dominguez Wealth Management Solutions
Virginia
$9.89M +$569K +7,866 +6%
ORC
67
O'Rourke & Company
Massachusetts
$9.86M +$23.5K +324 +0.2%
AWM
68
Atticus Wealth Management
Florida
$9.22M +$1.59M +21,925 +21%
NA
69
NewEdge Advisors
Louisiana
$9.08M -$6.58M -90,946 -42%
Creative Planning
70
Creative Planning
Kansas
$8.95M -$552K -7,624 -6%
Mariner
71
Mariner
Kansas
$8.86M +$341K +4,705 +4%
OWM
72
Opes Wealth Management
California
$8.53M +$426K +5,886 +5%
SFA
73
Sequoia Financial Advisors
Ohio
$8.37M -$4.11M -56,826 -33%
Truist Financial
74
Truist Financial
North Carolina
$8.18M +$198K +2,731 +2%
JGIA
75
Jackson Grant Investment Advisers
Connecticut
$7.72M +$38.2K +528 +0.5%

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.