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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
AWA
151
Arkadios Wealth Advisors
Georgia
$3.38M +$2.16M +29,895 +195%
SC
152
Scotia Capital
Ontario, Canada
$3.38M -$381K -5,269 -10%
OC
153
Oppenheimer & Co
New York
$3.38M +$326K +4,511 +11%
IA
154
IFG Advisory
Georgia
$3.28M +$704K +9,754 +29%
MOS
155
MGO One Seven
Ohio
$3.28M +$163K +2,263 +5%
WWM
156
Western Wealth Management
Colorado
$3.19M +$194K +2,685 +7%
WA
157
Waverly Advisors
Alabama
$3.18M -$67.4K -933 -2%
SWMG
158
Sard Wealth Management Group
Georgia
$3.09M +$20K +277 +0.7%
PEA
159
Park Edge Advisors
Ohio
$3.06M -$538K -7,446 -15%
FHA
160
First Horizon Advisors
Tennessee
$3.06M -$10.8K -150 -0.4%
Citadel Advisors
161
Citadel Advisors
Florida
$3.04M -$6.4M -88,628 -69%
TA
162
TruWealth Advisors
Louisiana
$2.99M +$172K +2,385 +6%
CG
163
Corundum Group
Colorado
$2.97M -$1.54M -21,375 -35%
WWA
164
WCG Wealth Advisors
Nevada
$2.8M -$147K -2,035 -5%
Cerity Partners
165
Cerity Partners
New York
$2.79M -$82K -1,135 -3%
JWBC
166
John W. Brooker & Co
California
$2.77M -$23.4K -324 -0.9%
TWM
167
Tradition Wealth Management
Minnesota
$2.76M -$19.4K -269 -0.7%
SF
168
Schaeffer Financial
Maryland
$2.71M -$27.7K -383 -1%
HNWAG
169
High Net Worth Advisory Group
Florida
$2.66M +$5.92K +82 +0.2%
LOIM
170
Liberty One Investment Management
Illinois
$2.61M -$48.5K -671 -2%
AC
171
Avant Capital
Louisiana
$2.59M +$38.5K +533 +2%
SPWG
172
Syntegra Private Wealth Group
Missouri
$2.57M -$210K -2,912 -8%
WIA
173
World Investment Advisors
California
$2.57M +$1.78M +24,628 +253%
PCG
174
Prosperity Consulting Group
Maryland
$2.56M +$29.3K +405 +1%
EWA
175
EP Wealth Advisors
California
$2.48M +$9.53K +132 +0.4%

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.