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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
DWMS
76
Dominguez Wealth Management Solutions
Virginia
$9.56M +$406K +5,628 +5%
FF
77
Fluent Financial
Texas
$8.76M -$67.7K -937 -0.8%
Mariner
78
Mariner
Kansas
$8.74M +$103K +1,424 +1%
AWM
79
AE Wealth Management
Kansas
$8.5M +$5.87M +81,335 +251%
GAA
80
Global Assets Advisory
Florida
$8.47M +$6M +83,019 +232%
OWM
81
Opes Wealth Management
California
$8.31M +$517K +7,153 +7%
Truist Financial
82
Truist Financial
North Carolina
$8.19M +$242K +3,355 +3%
EFG
83
Ethos Financial Group
Pennsylvania
$8.05M
IWC
84
Integrated Wealth Concepts
Massachusetts
$8.02M +$5.97M +82,610 +335%
JGIA
85
Jackson Grant Investment Advisers
Connecticut
$7.89M -$97.5K -1,350 -1%
AWM
86
Atticus Wealth Management
Florida
$7.82M +$7.56M +104,690 +1,308,625%
FWA
87
FSC Wealth Advisors
New York
$7.55M +$6.57M +90,987 +900%
HWM
88
HB Wealth Management
Georgia
$7.55M -$22.4K -310 -0.3%
WC
89
Waterloo Capital
Texas
$7.47M -$830K -11,488 -10%
HIIFS
90
Harel Insurance Investments & Financial Services
Israel
$7.22M -$544K -7,531 -7%
NAG
91
Northstar Advisory Group
New Jersey
$7.15M +$6.91M +95,644 New
AFTS
92
American Financial & Tax Strategies
New York
$7.13M -$113K -1,569 -2%
FPB
93
First PREMIER Bank
South Dakota
$6.84M +$32.5K +450 +0.5%
MML Investors Services
94
MML Investors Services
Massachusetts
$6.8M +$314K +4,343 +5%
SFWC
95
Strategic Family Wealth Counselors
New Jersey
$6.68M +$15.6K +216 +0.2%
EFS
96
Essex Financial Services
Connecticut
$6.17M -$262K -3,629 -4%
AF
97
Allworth Financial
California
$6.14M +$284K +3,929 +5%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$5.72M -$150K -2,073 -3%
CTWM
99
Cherry Tree Wealth Management
Minnesota
$5.66M -$170K -2,353 -3%
GT
100
Glenmede Trust
Pennsylvania
$5.45M

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.