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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 → $4.6B (+$85.4M)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

0.9% less ownership

Funds ownership: 58.9%58% (-0.9%)

5% less funds holding

Funds holding: 766729 (-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
SCM
751
Sollinda Capital Management
Florida
-$1.11M -15,228 Closed
WP
752
WealthShield Partners
North Carolina
-$867K -11,911 Closed
EA
753
Efficient Advisors
Ohio
-$839K -11,524 Closed
LMKC
754
L.M. Kohn & Company
Ohio
-$754K -10,361 Closed
RW
755
Rede Wealth
Virginia
-$652K -8,949 Closed
PAG
756
Private Advisory Group
Washington
-$637K -8,743 Closed
FCA
757
Fortis Capital Advisors
Kansas
-$625K -8,588 Closed
TL
758
Tradewinds LLC
North Carolina
-$583K -8,009 Closed
AI
759
Atria Investments
North Carolina
-$580K -7,958 Closed
TSS
760
Two Sigma Securities
New York
-$564K -7,747 Closed
LWM
761
Lakeridge Wealth Management
Ohio
-$549K -7,538 Closed
DWM
762
Dakota Wealth Management
Florida
-$532K -7,311 Closed
HIM
763
Hanlon Investment Management
New Jersey
-$476K -6,534 Closed
LCGC
764
Legacy Capital Group California
California
-$472K -6,487 Closed
Balyasny Asset Management
765
Balyasny Asset Management
Illinois
-$448K -6,156 Closed
KW
766
KWB Wealth
California
-$445K -5,958 Closed
BMWM
767
Brown Miller Wealth Management
Virginia
-$420K -5,770 Closed
ARC
768
Advisor Resource Council
Texas
-$388K -5,327 Closed
AG
769
Ascent Group
Virginia
-$374K -5,133 Closed
MIH
770
Meitav Investment House
Israel
-$323K -4,477 Closed
BWA
771
BlueChip Wealth Advisors
Georgia
-$266K -3,652 Closed
FCH
772
Freestone Capital Holdings
Washington
-$265K -3,644 Closed
GWM
773
Gibbs Wealth Management
Georgia
-$260K -3,572 Closed
FPCP
774
Fort Point Capital Partners
California
-$256K -3,520 Closed
MIM
775
Merrion Investment Management
New Jersey
-$255K -3,500 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 — up 1.9% from $4.51B a quarter earlier.

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