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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
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$5.01M -$2.22M -30,331 -31%
TA
102
TKG Advisors
Indiana
$4.94M +$7.6M +103,990 +1,160%
RSWM
103
Robertson Stephens Wealth Management
California
$4.94M -$822K -11,246 -14%
FTS
104
Fifth Third Securities
Ohio
$4.9M +$67.7K +926 +1%
PWMG
105
Pinnacle Wealth Management Group
Michigan
$4.78M +$446K +6,100 +10%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$4.72M -$481K -6,577 -9%
CAM
107
Cozad Asset Management
Illinois
$4.72M +$85.6K +1,171 +2%
Walleye Capital
108
Walleye Capital
New York
$4.6M +$4.57M +62,557 New
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$4.52M -$2.85K -39 -0.1%
SFS
110
Sowell Financial Services
Arkansas
$4.45M -$6.05M -82,778 -58%
FFA
111
Farther Finance Advisors
California
$4.32M -$601K -8,223 -12%
SPIA
112
Steward Partners Investment Advisory
New York
$4.31M -$31.1K -426 -0.7%
PEA
113
Park Edge Advisors
Ohio
$4.3M -$227K -3,100 -5%
Citadel Advisors
114
Citadel Advisors
Florida
$4.27M +$3.4M +46,584 +403%
MWP
115
Meriwether Wealth & Planning
Louisiana
$4.22M +$202K +2,770 +5%
PCFFS
116
Pacific Center for Financial Services
California
$4.21M -$14.7K -201 -0.3%
PI
117
PFG Investments
New York
$4.2M -$239K -3,267 -5%
UB
118
UMB Bank
Missouri
$4.2M -$195K -2,668 -4%
BMCM
119
Burns Matteson Capital Management
New York
$4.2M -$130K -1,773 -3%
FFN
120
Focus Financial Network
Minnesota
$4.14M -$60.4K -826 -1%
KA
121
Klingman & Associates
New York
$4.11M -$95.8K -1,310 -2%
SI
122
Stephens Inc
Arkansas
$4.05M -$1.13M -15,471 -22%
GSC
123
G&S Capital
Colorado
$4.01M -$284K -3,888 -7%
AFP
124
Ausdal Financial Partners
Iowa
$3.98M +$10.8K +148 +0.3%
SA
125
Sanctuary Advisors
Indiana
$3.96M +$370K +5,065 +10%

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.