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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
HSWS
826
Higgins & Schmidt Wealth Strategies
Colorado
-$204K -2,726 Closed
FPAS
827
Focus Partners Advisor Solutions
Missouri
-$204K -2,724 Closed
CSIA
828
Conrad Siegel Investment Advisors
Pennsylvania
-$203K -2,713 Closed
RIA
829
Richwood Investment Advisors
Ohio
-$201K -2,694 Closed
SP
830
SWS Partners
Ohio
-$201K -2,685 Closed
HFS
831
Heritage Financial Services
Massachusetts
-$201K -2,684 Closed
JWM
832
JPL Wealth Management
Colorado
-$200K -2,680 Closed
BA
833
Bristlecone Advisors
Washington
-$114K -1,529 Closed
GJIA
834
Glass Jacobson Investment Advisors
Maryland
-$56.9K -813 Closed
QCG
835
Quadrant Capital Group
Ohio
-$53.3K -713 Closed
MAS
836
MPWM Advisory Solutions
Georgia
-$26.2K -350 Closed
GAG
837
Goodman Advisory Group
Massachusetts
-$22.4K -300 Closed
LRWM
838
Lord & Richards Wealth Management
Colorado
-$22.4K -300 Closed
Q1WB
839
Quest 10 Wealth Builders
Virginia
-$21.3K -285 Closed
CSWG
840
Cardinal Strategic Wealth Guidance
Kentucky
-$11.5K -154 Closed
TCM
841
Tradewinds Capital Management
Washington
-$10.8K -145 Closed
CA
842
Continuum Advisory
Idaho
-$9.79K -131 Closed
CNBTD
843
Citizens National Bank Trust Department
Mississippi
-$9.34K -125 Closed
GWM
844
Graybill Wealth Management
Illinois
-$8.97K -120 Closed
WTA
845
Washington Trust Advisors
Massachusetts
-$3.81K -51 Closed
CWC
846
Carolinas Wealth Consulting
North Carolina
-$1.32K -18 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.