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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
IAN
126
Integrated Advisors Network
Texas
$4.06M -$505K -6,973 -11%
Amundi
127
Amundi
France
$4M +$550K +7,602 +16%
MWP
128
Meriwether Wealth & Planning
Louisiana
$3.98M +$3.95M +54,598 New
AFP
129
Ausdal Financial Partners
Iowa
$3.94M +$90.9K +1,256 +2%
CF
130
Convergence Financial
Missouri
$3.91M +$337K +4,652 +9%
IFG
131
Independent Financial Group
California
$3.87M -$823K -11,368 -18%
SC
132
Scotia Capital
Ontario, Canada
$3.85M +$554K +7,659 +17%
SF
133
Summit Financial
New Jersey
$3.82M +$3.21M +44,336 +547%
AAS
134
Asset Allocation Strategies
Michigan
$3.79M +$3.77M +52,089 New
AIA
135
Arrow Investment Advisors
Maryland
$3.78M +$3.75M +51,863 New
CCFM
136
Clear Creek Financial Management
Washington
$3.74M +$401K +5,543 +12%
EIP
137
Ellis Investment Partners
Pennsylvania
$3.73M -$69K -953 -2%
TFA
138
Transamerica Financial Advisors
Florida
$3.71M -$194K -2,683 -5%
DC
139
Diametric Capital
Massachusetts
$3.62M +$3.6M +49,685 New
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$3.61M +$3.02M +41,696 +528%
VWM
141
Vigilare Wealth Management
Arizona
$3.58M -$10.8M -149,415 -75%
OC
142
Oppenheimer & Co
New York
$3.56M +$269K +3,718 +8%
SA
143
Sanctuary Advisors
Indiana
$3.55M -$125K -1,725 -3%
PCA
144
Prosperity Capital Advisors
Ohio
$3.5M +$1.62M +22,359 +87%
IA
145
IFG Advisory
Georgia
$3.47M +$270K +3,725 +8%
MOS
146
MGO One Seven
Ohio
$3.45M +$253K +3,499 +8%
JWWM
147
Johnson & White Wealth Management
Pennsylvania
$3.44M +$96.1K +1,327 +3%
Squarepoint
148
Squarepoint
New York
$3.41M +$3.39M +46,850 New
MIA
149
Milestone Investment Advisors
Wisconsin
$3.41M -$869 -12 -0%
PWM
150
Peterson Wealth Management
Nevada
$3.32M +$3.02M +41,686 +1,076%

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.