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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
LWP
201
Laurel Wealth Planning
Minnesota
$1.8M
CPRC
202
Consolidated Portfolio Review Corp
New York
$1.79M +$61.1K +836 +4%
TF
203
Tompkins Financial
New York
$1.78M
ONST
204
Old North State Trust
North Carolina
$1.77M -$1.39K -19 -0.1%
PWM
205
Perigon Wealth Management
California
$1.72M -$140K -1,922 -8%
RI
206
Ridgewood Investments
New Jersey
$1.72M -$352K -4,819 -17%
AQR Capital Management
207
AQR Capital Management
Connecticut
$1.72M -$399K -5,453 -19%
CSS
208
Cubist Systematic Strategies
Connecticut
$1.69M +$1.68M +22,951 New
GWWM
209
Great Waters Wealth Management
Minnesota
$1.66M +$30.9K +423 +2%
JIC
210
Johnson Investment Counsel
Ohio
$1.65M -$15.6K -213 -0.9%
SFG
211
Seamount Financial Group
Colorado
$1.61M +$19K +260 +1%
ASN
212
Advisory Services Network
Georgia
$1.61M +$226K +3,092 +16%
TB
213
Terril Brothers
Missouri
$1.6M +$1.38M +18,815 +627%
LIWM
214
Long Island Wealth Management
New York
$1.6M +$5.7K +78 +0.4%
Comerica Bank
215
Comerica Bank
Texas
$1.56M -$557K -7,625 -26%
NRI
216
NFP Retirement Inc
California
$1.55M -$421K -5,757 -21%
SWP
217
Sagespring Wealth Partners
Tennessee
$1.53M +$1.04M +14,188 +213%
BPA
218
Beacon Pointe Advisors
California
$1.51M +$120K +1,639 +9%
CFD
219
Creative Financial Designs
Indiana
$1.5M +$228K +3,114 +18%
PPWM
220
Paragon Private Wealth Management
Kentucky
$1.5M -$86.6K -1,185 -5%
ACA
221
Aptus Capital Advisors
Alabama
$1.48M +$532K +7,284 +56%
William Blair & Company
222
William Blair & Company
Illinois
$1.45M -$39.3K -538 -3%
IA
223
IFP Advisors
Florida
$1.41M -$69.3K -948 -5%
EWM
224
Empirical Wealth Management
Washington
$1.41M +$73 +1 +0%
MWM
225
MGB Wealth Management
Texas
$1.38M +$804 +11 +0.1%

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.