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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
GWM
76
Geneos Wealth Management
Colorado
$7.71M -$7.29M -100,749 -49%
NP
77
Nilsine Partners
Colorado
$7.54M -$3.04M -41,943 -29%
AWE
78
Avidian Wealth Enterprises
Texas
$7.5M +$7.46M +103,028 New
FWA
79
FSC Wealth Advisors
New York
$7.45M +$88K +1,216 +1%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$7.18M +$2.25M +31,097 +46%
KA
81
Kovack Advisors
Florida
$7.1M +$6.12M +84,499 +649%
FPB
82
First PREMIER Bank
South Dakota
$6.99M +$322K +4,450 +5%
JWCA
83
J.W. Cole Advisors
Florida
$6.87M +$1.91M +26,359 +39%
Franklin Resources
84
Franklin Resources
California
$6.83M +$6.79M +93,792 New
TF
85
Trek Financial
Arizona
$6.72M +$1.87M +25,844 +39%
AFTS
86
American Financial & Tax Strategies
New York
$6.55M -$399K -5,515 -6%
LHWM
87
Lake Hills Wealth Management
Texas
$6.54M +$6.5M +89,756 New
FHA
88
Flagship Harbor Advisors
Massachusetts
$6.51M +$2.89M +39,906 +81%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$6.49M +$6.45M +89,099 New
SFWC
90
Strategic Family Wealth Counselors
New Jersey
$6.45M -$62.5K -863 -1%
SIM
91
Seaview Investment Managers
Florida
$6.29M +$6.25M +86,404 New
AF
92
Allworth Financial
California
$6.26M +$53.6K +741 +0.9%
AWS
93
Atria Wealth Solutions
New York
$6.23M +$1.39M +19,188 +29%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$5.93M +$345K +4,771 +6%
EFS
95
Essex Financial Services
Connecticut
$5.88M -$128K -1,770 -2%
PFA
96
Petra Financial Advisors
Colorado
$5.84M -$4.15M -57,280 -42%
HWM
97
HB Wealth Management
Georgia
$5.76M -$1.59M -21,918 -22%
RSWM
98
Robertson Stephens Wealth Management
California
$5.71M -$4.76M -65,749 -46%
CRC
99
Curi RMB Capital
Illinois
$5.64M +$591K +8,169 +12%
SIA
100
Sovereign Investment Advisors
Arizona
$5.37M -$307K -4,236 -5%

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.