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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
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$5.38M -$951K -13,167 -15%
GCM
102
Graham Capital Management
Connecticut
$5.23M +$5.06M +70,000 New
CRC
103
Curi RMB Capital
Illinois
$5.17M -$593K -8,215 -11%
SI
104
Stephens Inc
Arkansas
$5.17M -$130K -1,801 -3%
DWM
105
Dynasty Wealth Management
Florida
$5.16M -$31.6M -437,375 -86%
SIA
106
Sovereign Investment Advisors
Arizona
$5.14M +$686K +9,504 +14%
CIA
107
Concurrent Investment Advisors
Florida
$5.12M +$3.52M +48,804 +246%
JWCA
108
J.W. Cole Advisors
Florida
$5.08M -$1.23M -17,076 -20%
AP
109
Advisors Preferred
Maryland
$5.04M -$762K -10,547 -14%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$5.04M +$2.68M +37,142 +123%
UB
111
UMB Bank
Missouri
$5.03M -$306K -4,235 -6%
TF
112
Trek Financial
Arizona
$4.97M -$10.4K -144 -0.2%
AWS
113
Atria Wealth Solutions
New York
$4.95M -$6.43M -89,046 -57%
FFA
114
Farther Finance Advisors
California
$4.91M +$3M +41,522 +172%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$4.83M -$605K -8,372 -11%
IFG
116
Independent Financial Group
California
$4.82M +$1.31M +18,074 +39%
Renaissance Technologies
117
Renaissance Technologies
New York
$4.8M +$2.78M +38,500 +149%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$4.72M +$2.27M +31,420 +99%
IAN
119
Integrated Advisors Network
Texas
$4.68M -$334K -4,621 -7%
CAM
120
Cozad Asset Management
Illinois
$4.61M +$94.5K +1,309 +2%
RFA
121
Reyes Financial Architecture
California
$4.58M +$4.43M +61,297 New
PI
122
PFG Investments
New York
$4.49M -$78.7K -1,090 -2%
BMCM
123
Burns Matteson Capital Management
New York
$4.46M -$238K -3,295 -5%
SPIA
124
Steward Partners Investment Advisory
New York
$4.42M +$125K +1,725 +3%
PCFFS
125
Pacific Center for Financial Services
California
$4.29M -$690K -9,559 -14%

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.