SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

761 hedge funds and large institutions have $4.73B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 257 increasing their positions, 248 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+24
Holders Change %
+3.26%
% of All Funds
10.34%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.45%
New
92
Increased
257
Reduced
248
Closed
53
Calls
$23M
Puts
$132M
Net Calls
-$109M
Net Calls Change
+$16.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$572M
2
LPL Financial
2
LPL Financial
California
$268M
3
Ameriprise
3
Ameriprise
Minnesota
$119M
4
PMAM
4
Picton Mahoney Asset Management
Ontario, Canada
$43.3M
5
FEG
5
Financial Enhancement Group
Indiana
$17.6M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$194M
2
Morgan Stanley
2
Morgan Stanley
New York
$495M
3
MFG
3
Merit Financial Group
Georgia
$41.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$60.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
201
Perigon Wealth Management
California
$2.01M +$66.8K +894 +3%
KCPT
202
Kingstone Capital Partners Texas
Texas
$2M -$112K -1,497 -5%
AA
203
Advisory Alpha
Michigan
$1.98M +$112K +1,495 +6%
TFS
204
Thoroughbred Financial Services
Tennessee
$1.98M -$23.3K -312 -1%
WIC
205
Woodmont Investment Counsel
Tennessee
$1.97M -$12.3K -165 -0.6%
NF
206
Nikulski Financial
Iowa
$1.97M -$374 -5 -0%
TWM
207
Trinity Wealth Management
Pennsylvania
$1.96M -$38.3K -513 -2%
AWA
208
Acorn Wealth Advisors
Michigan
$1.94M -$42.4K -567 -2%
PCA
209
Prosperity Capital Advisors
Ohio
$1.92M +$1.66M +22,245 +647%
LWP
210
Laurel Wealth Planning
Minnesota
$1.88M -$52.9K -708 -3%
DADC
211
D.A. Davidson & Co
Montana
$1.88M +$187K +2,502 +11%
NCM
212
Novare Capital Management
North Carolina
$1.85M +$1.85M +24,817 New
MWM
213
MorganRosel Wealth Management
Colorado
$1.84M +$22.1K +296 +1%
FTS
214
Fifth Third Securities
Ohio
$1.83M -$1.42K -19 -0.1%
TF
215
Tompkins Financial
New York
$1.81M – – –
GS
216
GWN Securities
Florida
$1.78M +$1.47M +20,281 +474%
PPWM
217
Paragon Private Wealth Management
Kentucky
$1.77M -$338K -4,523 -16%
SW
218
SteelPeak Wealth
California
$1.73M +$44.6K +597 +3%
PFG
219
PAX Financial Group
Texas
$1.73M +$1.73M +23,101 New
Simplex Trading
220
Simplex Trading
Illinois
$1.73M +$871K +11,664 +102%
UCFA
221
United Capital Financial Advisors
Texas
$1.7M +$731K +9,784 +75%
ONST
222
Old North State Trust
North Carolina
$1.7M – – –
AWA
223
Amplius Wealth Advisors
Pennsylvania
$1.69M +$5.98K +80 +0.4%
CPRC
224
Consolidated Portfolio Review Corp
New York
$1.68M +$60K +803 +4%
GWWM
225
Great Waters Wealth Management
Minnesota
$1.67M -$58K -776 -3%
7 8
9
10 11