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Invesco S&P 500 Low Volatility ETF

729 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 239 increasing their positions, 281 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $5.53M | Put options by funds: $4.2M

2% more capital invested

Capital invested by funds: $4.51B → $4.6B (+$85.4M)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

0.9% less ownership

Funds ownership: 58.9%58% (-0.9%)

5% less funds holding

Funds holding: 766729 (-37)

15% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 281

33% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 70

Holders
729
Holders Change
-37
Holders Change %
-4.83%
% of All Funds
9.57%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
47
Increased
239
Reduced
281
Closed
70
Calls
$5.53M
Puts
$4.2M
Net Calls
+$1.33M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
176
WealthBridge Capital Management
Ohio
$2.38M -$26.2K -358 -1%
WCM
177
Weaver Capital Management
Georgia
$2.37M -$8.55K -117 -0.4%
AWM
178
AE Wealth Management
Kansas
$2.24M +$4.75K +65 +0.2%
UCFA
179
United Capital Financial Advisors
Texas
$2.22M +$189K +2,585 +9%
XF
180
XML Financial
Maryland
$2.22M +$36.3K +496 +2%
PA
181
Parallel Advisors
California
$2.21M -$1.9K -26 -0.1%
Cerity Partners
182
Cerity Partners
New York
$2.18M -$91.7K -1,255 -4%
MWM
183
Moran Wealth Management
Florida
$2.18M +$74.9K +1,025 +4%
CW
184
CreativeOne Wealth
Kansas
$2.16M +$106K +1,452 +5%
VCA
185
Verdence Capital Advisors
Maryland
$2.16M -$12.1K -165 -0.6%
IRC
186
Investors Research Corp
Georgia
$2.1M -$39.5K -540 -2%
Daiwa Securities Group
187
Daiwa Securities Group
Japan
$2.06M -$87.7K -1,200 -4%
TPW
188
Transatlantique Private Wealth
New York
$2.05M +$432K +5,916 +27%
JIP
189
Jaffetilchin Investment Partners
Florida
$2.02M +$18.4K +252 +0.9%
SSWM
190
Sheets Smith Wealth Management
North Carolina
$1.98M -$192K -2,627 -9%
IA
191
IFG Advisory
Georgia
$1.98M -$1.52M -20,733 -44%
AA
192
Advisory Alpha
Michigan
$1.96M +$89.7K +1,227 +5%
VH
193
Visionary Horizons
Tennessee
$1.94M +$1.93M +26,437 New
SWM
194
Silverlake Wealth Management
Vermont
$1.94M -$41.5K -568 -2%
AWA
195
Acorn Wealth Advisors
Michigan
$1.94M -$46.1K -631 -2%
TFS
196
Thoroughbred Financial Services
Tennessee
$1.91M -$9.28K -127 -0.5%
NF
197
Nikulski Financial
Iowa
$1.84M -$71.2K -974 -4%
Amundi
198
Amundi
France
$1.84M -$2.17M -29,700 -54%
WIC
199
Woodmont Investment Counsel
Tennessee
$1.81M -$112K -1,538 -6%
MWM
200
MorganRosel Wealth Management
Colorado
$1.81M +$5.41K +74 +0.3%

SPLV Hedge Fund Activity: Q3 2025 in Review

729 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2025, worth a combined $4.6B — up 1.9% from $4.51B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of SPLV and 47 opened new positions — a net loss of 23 holders — while 281 trimmed existing stakes and 239 added.

The largest buyer was Bank of Montreal, adding an estimated $204M. The largest seller was Morgan Stanley, cutting an estimated $86.9M.

  • 729 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2025, down from 766 in Q2 2025.
  • Funds reported $4.6B of Invesco S&P 500 Low Volatility ETF stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 47 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2025 and 70 closed out, a net change of -23 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2025 was Bank of Montreal, an estimated $204M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2025 was Morgan Stanley, an estimated $86.9M sold.

Based on aggregated 13F filings for Q3 2025.