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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
CW
201
CreativeOne Wealth
Kansas
$2.05M +$145K +2,006 +8%
JIP
202
Jaffetilchin Investment Partners
Florida
$2.03M -$17.5K -242 -0.9%
PWM
203
Perigon Wealth Management
California
$2.01M +$64.6K +894 +3%
KCPT
204
Kingstone Capital Partners Texas
Texas
$2M -$108K -1,497 -5%
AA
205
Advisory Alpha
Michigan
$1.98M +$108K +1,495 +6%
TFS
206
Thoroughbred Financial Services
Tennessee
$1.98M -$22.5K -312 -1%
WIC
207
Woodmont Investment Counsel
Tennessee
$1.97M -$11.9K -165 -0.6%
NF
208
Nikulski Financial
Iowa
$1.97M -$361 -5 -0%
TWM
209
Trinity Wealth Management
Pennsylvania
$1.96M -$37.1K -513 -2%
AWA
210
Acorn Wealth Advisors
Michigan
$1.94M -$41K -567 -2%
PCA
211
Prosperity Capital Advisors
Ohio
$1.92M +$1.61M +22,245 +647%
LWP
212
Laurel Wealth Planning
Minnesota
$1.88M -$51.1K -708 -3%
DADC
213
D.A. Davidson & Co
Montana
$1.88M +$181K +2,502 +11%
NCM
214
Novare Capital Management
North Carolina
$1.85M +$1.79M +24,817 New
MWM
215
MorganRosel Wealth Management
Colorado
$1.84M +$21.4K +296 +1%
FTS
216
Fifth Third Securities
Ohio
$1.83M -$1.37K -19 -0.1%
TF
217
Tompkins Financial
New York
$1.81M
GS
218
GWN Securities
Florida
$1.78M +$1.46M +20,281 +474%
PPWM
219
Paragon Private Wealth Management
Kentucky
$1.77M -$327K -4,523 -16%
SW
220
SteelPeak Wealth
California
$1.73M +$43.1K +597 +3%
PFG
221
PAX Financial Group
Texas
$1.73M +$1.67M +23,101 New
Simplex Trading
222
Simplex Trading
Illinois
$1.73M +$842K +11,664 +102%
UCFA
223
United Capital Financial Advisors
Texas
$1.7M +$707K +9,784 +75%
ONST
224
Old North State Trust
North Carolina
$1.7M
AWA
225
Amplius Wealth Advisors
Pennsylvania
$1.69M +$5.78K +80 +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.