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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
GC
751
Garde Capital
Washington
$7.07K
BWL
752
Bogart Wealth LLC
Virginia
$5.53K
KFI
753
Key Financial Inc
Pennsylvania
$4.66K
NC
754
North Capital
Utah
$4.44K -$1.38K -19 -24%
SRCM
755
Signature Resources Capital Management
California
$4.36K
VWM
756
Vermillion Wealth Management
Minnesota
$4.23K
RAM
757
Riggs Asset Management
Pennsylvania
$4.22K -$1.37M -18,897 -100%
BSB
758
Bangor Savings Bank
Maine
$4.22K
CT
759
Caldwell Trust
Florida
$3.86K
SS
760
Sunbelt Securities
Texas
$3.71K +$3.84K +53 New
HWP
761
Highline Wealth Partners
California
$3.5K
PGAM
762
Princeton Global Asset Management
New Jersey
$1.75K
BCMLT
763
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.6K +$1.59K +22 New
CA
764
Clearstead Advisors
Ohio
$1.32K
OLVIG
765
Oliver Lagore Vanvalin Investment Group
Michigan
$339 +$362 +5 New
MHR
766
Matthew Hamilton Rosenberg
$218 -$217 -3 -50%
SHF
767
Safe Harbor Fiduciary
Florida
$146
DJSG
768
D.J. St. Germain
Massachusetts
$32
APF
769
Alaska Permanent Fund
Alaska
-$194M -2,664,644 Closed
LMIM
770
Lockheed Martin Investment Management
Maryland
-$70.3M -941,500 Closed
FEG
771
Financial Enhancement Group
Indiana
-$17.6M -244,232 Closed
SGI
772
Summit Global Investments
Utah
-$14.8M -197,712 Closed
HSBC Holdings
773
HSBC Holdings
United Kingdom
-$13.7M -185,271 Closed
MW
774
Marks Wealth
Maryland
-$13.5M -180,830 Closed
EFG
775
Ethos Financial Group
Pennsylvania
-$8.05M -114,955 Closed

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.