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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
WWM
176
WT Wealth Management
Arizona
$2.47M +$194K +2,685 +9%
WCM
177
WealthBridge Capital Management
Ohio
$2.46M -$4.48K -62 -0.2%
SSWM
178
Sheets Smith Wealth Management
North Carolina
$2.45M +$217 +3 +0%
WCM
179
Weaver Capital Management
Georgia
$2.43M +$1.3K +18 +0.1%
Citigroup
180
Citigroup
New York
$2.41M +$1.19M +16,443 +104%
CP
181
Cumberland Partners
Ontario, Canada
$2.4M +$2.32M +32,175 New
NCM
182
Northwest Capital Management
Oregon
$2.37M -$732K -10,134 -24%
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$2.32M -$4.6M -63,728 -67%
IRC
184
Investors Research Corp
Georgia
$2.28M -$14.3K -198 -0.6%
PA
185
Parallel Advisors
California
$2.28M -$96.1K -1,331 -4%
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$2.26M -$7.65M -105,877 -78%
Daiwa Securities Group
187
Daiwa Securities Group
Japan
$2.26M -$14.4K -200 -0.7%
VCA
188
Verdence Capital Advisors
Maryland
$2.25M -$9.61K -133 -0.4%
AP
189
Adero Partners
California
$2.23M -$232K -3,213 -10%
TVAMP
190
Tennessee Valley Asset Management Partners
Tennessee
$2.22M +$1.88M +26,094 +727%
LI
191
LMCG Investments
Massachusetts
$2.2M +$678K +9,392 +47%
CHAM
192
Clear Harbor Asset Management
Connecticut
$2.19M +$264K +3,657 +14%
XF
193
XML Financial
Maryland
$2.16M -$38.1K -527 -2%
NWM
194
Napa Wealth Management
California
$2.14M +$2.07M +28,603 New
RI
195
Ridgewood Investments
New Jersey
$2.13M +$1.01K +14 +0%
WAP
196
Wealthcare Advisory Partners
Pennsylvania
$2.1M +$1.01M +14,021 +100%
NRI
197
NFP Retirement Inc
California
$2.09M -$178K -2,470 -8%
P
198
&Partners
Tennessee
$2.06M -$156K -2,158 -7%
FAIM
199
Financial Advocates Investment Management
Washington
$2.06M -$177K -2,445 -8%
SWM
200
Silverlake Wealth Management
Vermont
$2.05M -$23.3K -323 -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.