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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
CTWM
101
Cherry Tree Wealth Management
Minnesota
$5.34M -$176K -2,432 -3%
GIM
102
Glenmede Investment Management
Pennsylvania
$5.28M +$5.25M +72,480 New
Baird Financial Group
103
Baird Financial Group
Wisconsin
$5.16M +$453K +6,252 +10%
SI
104
Stephens Inc
Arkansas
$5.14M +$105K +1,444 +2%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$5.1M -$140K -1,939 -3%
MFG
106
Merit Financial Group
Georgia
$5.05M -$35M -484,075 -87%
CIA
107
Concurrent Investment Advisors
Florida
$5.03M +$37.2K +514 +0.7%
FFA
108
Farther Finance Advisors
California
$4.88M +$93.1K +1,286 +2%
FEM
109
Fulcrum Equity Management
Texas
$4.85M +$4.82M +66,540 New
FTS
110
Fifth Third Securities
Ohio
$4.79M +$2.98M +41,212 +168%
CAM
111
Cozad Asset Management
Illinois
$4.59M +$102K +1,416 +2%
PEA
112
Park Edge Advisors
Ohio
$4.48M +$1.49M +20,603 +50%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$4.48M -$121K -1,677 -3%
PI
114
PFG Investments
New York
$4.4M +$26K +359 +0.6%
CWM
115
Chicago Wealth Management
Illinois
$4.39M +$4.36M +60,232 New
UB
116
UMB Bank
Missouri
$4.36M -$542K -7,491 -11%
Citigroup
117
Citigroup
New York
$4.32M +$1.96M +27,072 +84%
AP
118
Advisors Preferred
Maryland
$4.31M -$630K -8,709 -13%
SPIA
119
Steward Partners Investment Advisory
New York
$4.3M -$8.04K -111 -0.2%
PWMG
120
Pinnacle Wealth Management Group
Michigan
$4.29M +$152K +2,100 +4%
BMCM
121
Burns Matteson Capital Management
New York
$4.29M -$57.8K -799 -1%
GSC
122
G&S Capital
Colorado
$4.26M +$80.4K +1,111 +2%
PCFFS
123
Pacific Center for Financial Services
California
$4.19M +$5.07K +70 +0.1%
KA
124
Klingman & Associates
New York
$4.16M
FFN
125
Focus Financial Network
Minnesota
$4.16M +$254K +3,508 +7%

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.