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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
WWM
176
WT Wealth Management
Arizona
$2.45M +$41.5K +574 +2%
LI
177
LMCG Investments
Massachusetts
$2.42M +$277K +3,826 +13%
AC
178
Avant Capital
Louisiana
$2.4M -$127K -1,755 -5%
WCM
179
WealthBridge Capital Management
Ohio
$2.38M -$14K -194 -0.6%
WCM
180
Weaver Capital Management
Georgia
$2.35M -$16.9K -234 -0.7%
TWM
181
Trinity Wealth Management
Pennsylvania
$2.33M +$419K +5,785 +22%
Cerity Partners
182
Cerity Partners
New York
$2.26M -$463K -6,401 -17%
CHAM
183
Clear Harbor Asset Management
Connecticut
$2.25M +$123K +1,702 +6%
P
184
&Partners
Tennessee
$2.23M +$182K +2,516 +9%
AWM
185
AE Wealth Management
Kansas
$2.21M -$6.03M -83,371 -73%
PA
186
Parallel Advisors
California
$2.19M -$30.8K -425 -1%
VCA
187
Verdence Capital Advisors
Maryland
$2.18M -$16.2K -224 -0.7%
XF
188
XML Financial
Maryland
$2.16M +$52K +718 +2%
SSWM
189
Sheets Smith Wealth Management
North Carolina
$2.16M -$227K -3,140 -10%
Daiwa Securities Group
190
Daiwa Securities Group
Japan
$2.13M -$72.4K -1,000 -3%
IRC
191
Investors Research Corp
Georgia
$2.12M -$103K -1,419 -5%
Comerica Bank
192
Comerica Bank
Texas
$2.1M +$528K +7,301 +34%
AQR Capital Management
193
AQR Capital Management
Connecticut
$2.1M +$1.09M +15,064 +110%
MWM
194
Moran Wealth Management
Florida
$2.09M +$2.07M +28,662 New
RI
195
Ridgewood Investments
New Jersey
$2.06M -$24.1K -333 -1%
CW
196
CreativeOne Wealth
Kansas
$2.04M +$42.5K +587 +2%
DADC
197
D.A. Davidson & Co
Montana
$2.03M +$195K +2,691 +11%
OC
198
Optima Capital
Oregon
$2.02M -$1.48M -20,390 -42%
FAIM
199
Financial Advocates Investment Management
Washington
$2.02M +$12.7K +176 +0.6%
UCFA
200
United Capital Financial Advisors
Texas
$2.01M +$352K +4,867 +21%

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.