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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
GSC
126
G&S Capital
Colorado
$4.29M +$233K +3,229 +6%
ARC
127
Advisor Resource Council
Texas
$4.29M +$4.5M +62,255 New
FGA
128
Fortis Group Advisors
New Jersey
$4.29M -$1.79M -24,791 -30%
PS
129
Principal Securities
Iowa
$4.27M
KA
130
Klingman & Associates
New York
$4.27M
PWMG
131
Pinnacle Wealth Management Group
Michigan
$4.25M -$398K -5,504 -9%
FFN
132
Focus Financial Network
Minnesota
$4.01M -$88K -1,219 -2%
TFA
133
Transamerica Financial Advisors
Florida
$4M -$165K -2,284 -4%
AFP
134
Ausdal Financial Partners
Iowa
$3.94M +$1.16K +16 +0%
RCA
135
Runnymede Capital Advisors
Ohio
$3.9M +$2.93M +40,617 +351%
EIP
136
Ellis Investment Partners
Pennsylvania
$3.9M -$212K -2,935 -5%
SA
137
Sanctuary Advisors
Indiana
$3.77M -$42K -581 -1%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$3.71M +$3.58M +49,514 +25,007%
TI
139
Tidal Investments
Wisconsin
$3.71M +$3.58M +49,605 New
FHA
140
Flagship Harbor Advisors
Massachusetts
$3.7M +$14.7K +203 +0.4%
GS
141
GTS Securities
New York
$3.67M +$636K +8,808 +22%
CF
142
Convergence Financial
Missouri
$3.66M +$3.54M +48,974 New
NEI
143
Northwest & Ethical Investments
Ontario, Canada
$3.6M +$3.11M +43,043 +827%
OC
144
Optima Capital
Oregon
$3.59M +$3.47M +48,082 New
SWP
145
Stratos Wealth Partners
Ohio
$3.52M -$116K -1,605 -3%
Amundi
146
Amundi
France
$3.51M +$3.42M +47,400 New
MIA
147
Milestone Investment Advisors
Wisconsin
$3.5M -$22.1K -306 -0.6%
JWWM
148
Johnson & White Wealth Management
Pennsylvania
$3.43M -$9.82K -136 -0.3%
CCFM
149
Clear Creek Financial Management
Washington
$3.42M +$292K +4,045 +10%
CAM
150
Creekmur Asset Management
Illinois
$3.39M -$48K -665 -1%

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.