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Invesco S&P 500 Low Volatility ETF

729 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 239 increasing their positions, 281 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $5.53M | Put options by funds: $4.2M

2% more capital invested

Capital invested by funds: $4.51B → $4.6B (+$85.4M)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

0.9% less ownership

Funds ownership: 58.9%58% (-0.9%)

5% less funds holding

Funds holding: 766729 (-37)

15% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 281

33% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 70

Holders
729
Holders Change
-37
Holders Change %
-4.83%
% of All Funds
9.57%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
47
Increased
239
Reduced
281
Closed
70
Calls
$5.53M
Puts
$4.2M
Net Calls
+$1.33M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
76
Opes Wealth Management
California
$8.74M +$138K +1,893 +2%
Citigroup
77
Citigroup
New York
$8.73M +$4.35M +59,448 +100%
Truist Financial
78
Truist Financial
North Carolina
$8.52M +$257K +3,511 +3%
JGIA
79
Jackson Grant Investment Advisers
Connecticut
$8.17M +$376K +5,151 +5%
SFA
80
Sequoia Financial Advisors
Ohio
$7.98M -$462K -6,320 -5%
AWE
81
Avidian Wealth Enterprises
Texas
$7.82M +$244K +3,336 +3%
FWA
82
FSC Wealth Advisors
New York
$7.59M +$66.7K +912 +0.9%
GWM
83
Geneos Wealth Management
Colorado
$7.53M -$242K -3,317 -3%
HWM
84
HB Wealth Management
Georgia
$7.42M +$1.59M +21,793 +28%
FPB
85
First PREMIER Bank
South Dakota
$7.05M
TF
86
Trek Financial
Arizona
$6.85M +$63.1K +863 +0.9%
AFTS
87
American Financial & Tax Strategies
New York
$6.55M -$60.3K -825 -0.9%
SFWC
88
Strategic Family Wealth Counselors
New Jersey
$6.49M -$20.2K -277 -0.3%
AAS
89
Asset Allocation Strategies
Michigan
$6.43M +$2.59M +35,371 +68%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$6.4M +$422K +5,772 +7%
FAT
91
First American Trust
California
$6.25M +$3.12M +42,652 +101%
AF
92
Allworth Financial
California
$6.22M -$94.1K -1,287 -1%
JWCA
93
J.W. Cole Advisors
Florida
$6.21M -$722K -9,878 -10%
PFA
94
Petra Financial Advisors
Colorado
$6.12M +$222K +3,042 +4%
MML Investors Services
95
MML Investors Services
Massachusetts
$5.96M -$4.68M -64,006 -44%
EFS
96
Essex Financial Services
Connecticut
$5.85M -$83.6K -1,144 -1%
CRC
97
Curi RMB Capital
Illinois
$5.69M
GIM
98
Glenmede Investment Management
Pennsylvania
$5.33M
CTWM
99
Cherry Tree Wealth Management
Minnesota
$5.24M -$149K -2,033 -3%
CIA
100
Concurrent Investment Advisors
Florida
$5.19M +$111K +1,513 +2%

SPLV Hedge Fund Activity: Q3 2025 in Review

729 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2025, worth a combined $4.6B — up 1.9% from $4.51B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of SPLV and 47 opened new positions — a net loss of 23 holders — while 281 trimmed existing stakes and 239 added.

The largest buyer was Bank of Montreal, adding an estimated $204M. The largest seller was Morgan Stanley, cutting an estimated $86.9M.

  • 729 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2025, down from 766 in Q2 2025.
  • Funds reported $4.6B of Invesco S&P 500 Low Volatility ETF stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 47 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2025 and 70 closed out, a net change of -23 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2025 was Bank of Montreal, an estimated $204M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2025 was Morgan Stanley, an estimated $86.9M sold.

Based on aggregated 13F filings for Q3 2025.