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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
Bank of America
1
Bank of America
North Carolina
$572M +$60.8M +842,428 +12%
Morgan Stanley
2
Morgan Stanley
New York
$495M -$120M -1,666,961 -20%
LPL Financial
3
LPL Financial
California
$268M +$42.8M +593,238 +20%
APF
4
Alaska Permanent Fund
Alaska
$194M -$137M -1,901,730 -42%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$150M -$11.8M -163,007 -8%
Wells Fargo
6
Wells Fargo
California
$139M +$7.55M +104,548 +6%
Ameriprise
7
Ameriprise
Minnesota
$119M +$34.4M +476,779 +43%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$107M -$290K -4,018 -0.3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$105M +$7.4M +102,504 +8%
Invesco
10
Invesco
Georgia
$95.9M -$2.85M -39,413 -3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$89.9M -$3.48M -48,142 -4%
Raymond James Financial
12
Raymond James Financial
Florida
$83.4M +$9.82M +136,011 +14%
LMIM
13
Lockheed Martin Investment Management
Maryland
$70.3M +$4.07M +56,300 +6%
UBS Group
14
UBS Group
Switzerland
$64M +$568K +7,862 +0.9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$60.2M -$58.9M -815,215 -50%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$59M -$40.4M -559,853 -42%
SAM
17
Securian Asset Management
Minnesota
$51.6M
EH
18
Equitable Holdings
New York
$46.4M -$2.24M -31,074 -5%
BCM
19
Brookstone Capital Management
Illinois
$46.2M +$962K +13,315 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$43.8M +$6.36M +88,114 +18%
PMAM
21
Picton Mahoney Asset Management
Ontario, Canada
$43.3M +$30.1M +416,914 +256%
MFG
22
Merit Financial Group
Georgia
$41.4M -$85.1M -1,177,689 -68%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$40.7M +$6.12M +84,711 +18%
GF
24
Genworth Financial
Virginia
$34.9M +$147K +2,030 +0.4%
NC
25
NewSquare Capital
Pennsylvania
$34.8M -$850K -11,763 -2%

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.