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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
RP
776
Regal Partners
Australia
-$255K -3,500 Closed
T
777
Transce3nd
Texas
-$253K -3,478 Closed
FIA
778
Foundations Investment Advisors
Arizona
-$251K -3,446 Closed
KF
779
KKM Financial
Illinois
-$245K -3,367 Closed
SAM
780
Strategy Asset Managers
California
-$233K -3,197 Closed
MFGM
781
Marshall Financial Group (Maryland)
Maryland
-$229K -3,144 Closed
WFA
782
Wellspring Financial Advisors
Ohio
-$226K -3,106 Closed
BCP
783
Berkeley Capital Partners
Georgia
-$223K -3,068 Closed
NA
784
Novus Advisors
South Carolina
-$217K -2,984 Closed
FFA
785
Florida Financial Advisors
Florida
-$205K -2,820 Closed
KFS
786
Kaizen Financial Strategies
California
-$202K -2,775 Closed
AAP
787
Arax Advisory Partners
Colorado
-$186K -2,558 Closed
National Bank of Canada
788
National Bank of Canada
Quebec, Canada
-$89.4K -1,229 Closed
SC
789
Stephens Consulting
Michigan
-$53.6K -736 Closed
AWM
790
Avondale Wealth Management
Texas
-$52.7K -724 Closed
GM
791
GeoWealth Management
Illinois
-$49.4K -679 Closed
BBPWM
792
Blue Bell Private Wealth Management
Pennsylvania
-$12.6K -173 Closed
TIM
793
Total Investment Management
Arizona
-$11.8K -162 Closed
CIA
794
Cape Investment Advisory
Georgia
-$11.7K -161 Closed
FFA
795
Frazier Financial Advisors
Ohio
-$11.3K -156 Closed
FNWA
796
Financial Network Wealth Advisors
Utah
-$8.52K -117 Closed
PSFG
797
Park Square Financial Group
Georgia
-$8.37K -115 Closed
GC
798
Garde Capital
Washington
-$7.07K -97 Closed
RAM
799
Riggs Asset Management
Pennsylvania
-$4.22K -58 Closed
CT
800
Caldwell Trust
Florida
-$3.86K -53 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.