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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 β†’ $4.6B (+$85.4M)

0% more funds holding in top 10

Funds holding in top 10: 23 β†’ 23 (0)

0.9% less ownership

Funds ownership: 58.9% β†’ 58% (-0.9%)

5% less funds holding

Funds holding: 766 β†’ 729 (-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
TRCT
726
Tower Research Capital (TRC)
New York
$1.47K +$1.46K +20 New
CA
727
Clearstead Advisors
Ohio
$1.34K – – –
GA
728
Guerra Advisors
Florida
$1.1K +$1.1K +15 New
MHR
729
Matthew Hamilton Rosenberg
$220 – – –
KFP
730
Kerr Financial Planning
California
$216 +$219 +3 New
DJSG
731
D.J. St. Germain
Massachusetts
$32 – – –
AI
732
AdvisorShares Investments
Maryland
– -$54.5M -748,955 Closed
VAS
733
Vestmark Advisory Solutions
Massachusetts
– -$32.6M -447,398 Closed
PFM
734
Potomac Fund Management
Florida
– -$16.8M -230,966 Closed
Wellington Management Group
735
Wellington Management Group
Massachusetts
– -$13.4M -183,521 Closed
GS
736
GTS Securities
New York
– -$12.6M -172,986 Closed
Franklin Resources
737
Franklin Resources
California
– -$6.83M -93,792 Closed
Thrivent Financial for Lutherans
738
Thrivent Financial for Lutherans
Minnesota
– -$6.49M -89,099 Closed
SIM
739
Seaview Investment Managers
Florida
– -$6.29M -86,404 Closed
FEM
740
Fulcrum Equity Management
Texas
– -$4.85M -66,540 Closed
CWM
741
Chicago Wealth Management
Illinois
– -$4.39M -60,232 Closed
CF
742
Convergence Financial
Missouri
– -$3.91M -53,626 Closed
AIA
743
Arrow Investment Advisors
Maryland
– -$3.78M -51,863 Closed
CCFM
744
Clear Creek Financial Management
Washington
– -$3.74M -51,317 Closed
Squarepoint
745
Squarepoint
New York
– -$3.41M -46,850 Closed
BMM
746
Berkshire Money Management
Massachusetts
– -$2.93M -40,223 Closed
DWA
747
Dorsey Wright & Associates
California
– -$2.62M -35,909 Closed
OC
748
Optima Capital
Oregon
– -$2.02M -27,692 Closed
FAIM
749
Financial Advocates Investment Management
Washington
– -$2.02M -27,683 Closed
GCM
750
Graham Capital Management
Connecticut
– -$1.78M -24,500 Closed

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 β€” up 1.9% from $4.51B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of SPLV and 47 opened new positions β€” a net loss of 23 holders β€” 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.