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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
GC
751
Garde Capital
Washington
$7.25K +$7.01K +97 New
BIG
752
Brooklyn Investment Group
New York
$6.8K +$6.57K +91 New
NC
753
North Capital
Utah
$5.98K +$5.78K +80 New
BWL
754
Bogart Wealth LLC
Virginia
$5.68K
BBPWM
755
Blue Bell Private Wealth Management
Pennsylvania
$5.46K +$4.19K +58 +387%
KFI
756
Key Financial Inc
Pennsylvania
$4.78K
SRCM
757
Signature Resources Capital Management
California
$4.48K
BSB
758
Bangor Savings Bank
Maine
$4.33K
VWM
759
Vermillion Wealth Management
Minnesota
$4.32K
CT
760
Caldwell Trust
Florida
$3.96K
WTA
761
Washington Trust Advisors
Massachusetts
$3.81K +$433 +6 +13%
HWP
762
Highline Wealth Partners
California
$3.59K +$3.47K +48 New
APW
763
Aventura Private Wealth
Florida
$3.06K
PGAM
764
Princeton Global Asset Management
New Jersey
$1.79K
CA
765
Clearstead Advisors
Ohio
$1.35K +$1.3K +18 New
CWC
766
Carolinas Wealth Consulting
North Carolina
$1.32K -$144 -2 -10%
SWC
767
Spectrum Wealth Counsel
Indiana
$1.12K +$1.08K +15 New
MHR
768
Matthew Hamilton Rosenberg
$448 -$1.73K -24 -80%
SHF
769
Safe Harbor Fiduciary
Florida
$149
CCMG
770
Clark Capital Management Group
Pennsylvania
-$22M -314,339 Closed
PFM
771
Potomac Fund Management
Florida
-$15.1M -215,088 Closed
Wellington Management Group
772
Wellington Management Group
Massachusetts
-$12.1M -173,438 Closed
IAA
773
Independent Advisor Alliance
North Carolina
-$11.6M -165,908 Closed
LHWM
774
Lake Hills Wealth Management
Texas
-$7.28M -103,951 Closed
BA
775
Birinyi Associates
Connecticut
-$3.36M -47,966 Closed

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.