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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
NCFG
801
New Century Financial Group
New Jersey
-$395K -5,290 Closed
VCP
802
Verus Capital Partners
Arizona
-$355K -4,757 Closed
GPWM
803
Grant Private Wealth Management
California
-$331K -4,428 Closed
IC
804
IEQ Capital
California
-$326K -4,367 Closed
EWM
805
EPG Wealth Management
Georgia
-$308K -4,119 Closed
MCCA
806
Mill Creek Capital Advisors
Pennsylvania
-$301K -4,034 Closed
NDSI
807
Newman Dignan & Sheerar Inc
Rhode Island
-$301K -4,028 Closed
FTUS
808
Flow Traders U.S.
New York
-$286K -3,822 Closed
CWMGP
809
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$284K -3,803 Closed
HIP
810
HUB Investment Partners
Texas
-$282K -3,779 Closed
GSC
811
Ground Swell Capital
South Carolina
-$280K -3,746 Closed
MWPCG
812
Measured Wealth Private Client Group
New Hampshire
-$280K -3,746 Closed
HOWA
813
Heritage Oak Wealth Advisors
Florida
-$264K -3,532 Closed
SW
814
Simplicity Wealth
New Jersey
-$260K -3,482 Closed
SWM
815
SFG Wealth Management
Maryland
-$248K -3,322 Closed
IWB
816
Innovative Wealth Building
Maryland
-$247K -3,303 Closed
USCWA
817
U.S. Capital Wealth Advisors
Texas
-$244K -3,260 Closed
WAM
818
WealthTrust Asset Management
Florida
-$218K -2,923 Closed
LIM
819
Leavell Investment Management
Alabama
-$213K -2,844 Closed
4WM
820
49 Wealth Management
Texas
-$212K -2,834 Closed
MC
821
Moors & Cabot
Massachusetts
-$210K -2,812 Closed
TFP
822
Traction Financial Partners
Wyoming
-$206K -2,761 Closed
QCM
823
QRG Capital Management
Illinois
-$206K -2,757 Closed
LA
824
Latitude Advisors
Florida
-$205K -2,744 Closed
MWM
825
Modern Wealth Management
Kansas
-$204K -2,735 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.