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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
GFG
801
Grantvest Financial Group
New Jersey
-$212K -3,035 Closed
AFG
802
Atomi Financial Group
New York
-$205K -2,927 Closed
FMII
803
Farmers & Merchants Investments Inc
Nebraska
-$135K -1,929 Closed
AT
804
Avalon Trust
New Mexico
-$105K -1,500 Closed
VWM
805
Venturi Wealth Management
Texas
-$96.7K -1,381 Closed
CP
806
Castleview Partners
Texas
-$88.3K -1,266 Closed
Bank Julius Baer & Co
807
Bank Julius Baer & Co
Switzerland
-$68.1K -882 Closed
PA
808
PSI Advisors
Florida
-$59.2K -846 Closed
HI
809
Hoey Investments
Pennsylvania
-$58.8K -840 Closed
FS
810
Financially Speaking
Colorado
-$57.8K -826 Closed
MRP
811
Measured Risk Portfolios
California
-$53.5K -765 Closed
CJ
812
Caitlin John
Michigan
-$45.3K -647 Closed
LC
813
Luminist Capital
Michigan
-$39.3K -562 Closed
FFA
814
Founders Financial Alliance
North Carolina
-$33.5K -479 Closed
AWM
815
Avior Wealth Management
Nebraska
-$24.5K -448 Closed
PB
816
Pinnacle Bancorp
Nebraska
-$18.8K -268 Closed
CPL
817
Capital & Planning LLC
Georgia
-$15.2K -217 Closed
Toronto Dominion Bank
818
Toronto Dominion Bank
Ontario, Canada
-$14.2K -203 Closed
RA
819
Ransom Advisory
Rhode Island
-$7.35K -105 Closed
GGI
820
Godsey & Gibb Inc
Virginia
-$7K -100 Closed
SS
821
Sunbelt Securities
Texas
-$3.7K -53 Closed
SAM
822
Synergy Asset Management
Washington
-$1.29K -18 Closed
WTC
823
WhitTier Trust Company
Nevada
-$1.12K -16 Closed
TRCT
824
Tower Research Capital (TRC)
New York
-$770 -11 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.