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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
CAM
151
Creekmur Asset Management
Illinois
$3.3M +$1.16K +16 +0%
SWP
152
Stratos Wealth Partners
Ohio
$3.27M -$160K -2,207 -5%
AWA
153
Arkadios Wealth Advisors
Georgia
$3.27M -$28.7K -397 -0.9%
IWC
154
Integrated Wealth Concepts
Massachusetts
$3.18M -$4.61M -63,628 -59%
TA
155
TruWealth Advisors
Louisiana
$3.1M +$182K +2,511 +6%
GAA
156
Global Assets Advisory
Florida
$3.09M -$5.55M -76,691 -65%
FAT
157
First American Trust
California
$3.09M +$3.07M +42,367 New
SWMG
158
Sard Wealth Management Group
Georgia
$3.04M +$26.6K +367 +0.9%
WA
159
Waverly Advisors
Alabama
$3.03M -$65.2K -901 -2%
FHA
160
First Horizon Advisors
Tennessee
$3M +$21.8K +301 +0.7%
WOSD
161
WFA of San Diego
California
$2.98M +$2.96M +40,878 New
WWM
162
Western Wealth Management
Colorado
$2.97M -$140K -1,928 -5%
BMM
163
Berkshire Money Management
Massachusetts
$2.93M +$2.91M +40,223 New
CG
164
Corundum Group
Colorado
$2.89M -$2.39K -33 -0.1%
HNWAG
165
High Net Worth Advisory Group
Florida
$2.87M +$273K +3,768 +11%
GCA
166
Genesee Capital Advisors
New York
$2.75M +$2.73M +37,719 New
GRP
167
Global Retirement Partners
California
$2.69M +$2.68M +37,000 New
HIIFS
168
Harel Insurance Investments & Financial Services
Israel
$2.67M -$4.43M -61,172 -63%
TWM
169
Tradition Wealth Management
Minnesota
$2.65M -$38.8K -536 -1%
SF
170
Schaeffer Financial
Maryland
$2.64M +$4.71K +65 +0.2%
DWA
171
Dorsey Wright & Associates
California
$2.62M +$2.6M +35,909 New
WWA
172
WCG Wealth Advisors
Nevada
$2.57M -$151K -2,080 -6%
PCG
173
Prosperity Consulting Group
Maryland
$2.49M -$7.38K -102 -0.3%
SPWG
174
Syntegra Private Wealth Group
Missouri
$2.48M -$20.1K -277 -0.8%
LOIM
175
Liberty One Investment Management
Illinois
$2.48M -$62.6K -865 -2%

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.