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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
JIP
201
Jaffetilchin Investment Partners
Florida
$1.98M +$7.67K +106 +0.4%
AWA
202
Acorn Wealth Advisors
Michigan
$1.96M +$70.8K +978 +4%
SWM
203
Silverlake Wealth Management
Vermont
$1.96M -$39.5K -546 -2%
NRI
204
NFP Retirement Inc
California
$1.96M -$78.5K -1,085 -4%
TFS
205
Thoroughbred Financial Services
Tennessee
$1.91M -$19.9K -275 -1%
WIC
206
Woodmont Investment Counsel
Tennessee
$1.9M -$20.3K -280 -1%
NF
207
Nikulski Financial
Iowa
$1.9M -$19.9K -275 -1%
AA
208
Advisory Alpha
Michigan
$1.88M -$52.4K -724 -3%
PWM
209
Perigon Wealth Management
California
$1.85M -$112K -1,542 -6%
LWP
210
Laurel Wealth Planning
Minnesota
$1.79M -$48.5K -670 -3%
MWM
211
MorganRosel Wealth Management
Colorado
$1.79M -$6.73K -93 -0.4%
GCM
212
Graham Capital Management
Connecticut
$1.78M -$3.29M -45,500 -65%
TF
213
Tompkins Financial
New York
$1.76M
ONST
214
Old North State Trust
North Carolina
$1.76M -$7.75K -107 -0.4%
OP
215
ORG Partners
Indiana
$1.76M +$325K +4,485 +23%
EWA
216
EP Wealth Advisors
California
$1.74M -$674K -9,307 -28%
HH
217
Hilltop Holdings
Texas
$1.72M +$451K +6,230 +36%
NCM
218
Northwest Capital Management
Oregon
$1.72M -$587K -8,108 -26%
CPRC
219
Consolidated Portfolio Review Corp
New York
$1.72M +$81.6K +1,127 +5%
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$1.7M +$1.69M +23,413 New
SW
221
SteelPeak Wealth
California
$1.67M -$15.9K -219 -0.9%
GSWM
222
Golden State Wealth Management
California
$1.66M +$1.51M +20,862 +1,114%
AWA
223
Amplius Wealth Advisors
Pennsylvania
$1.65M +$145 +2 +0%
JIC
224
Johnson Investment Counsel
Ohio
$1.65M +$191K +2,632 +13%
CPIG
225
Chicago Partners Investment Group
Illinois
$1.62M +$317K +4,381 +25%

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.