We are live on ! Find out more
SPLV icon

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
Bank of America
1
Bank of America
North Carolina
$502M -$55.4M -766,012 -10%
Morgan Stanley
2
Morgan Stanley
New York
$443M -$39.2M -541,246 -8%
LPL Financial
3
LPL Financial
California
$310M +$48.4M +669,321 +19%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$190M +$43.4M +600,063 +30%
Ameriprise
5
Ameriprise
Minnesota
$147M +$30.7M +423,940 +27%
Wells Fargo
6
Wells Fargo
California
$141M +$4.8M +66,290 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$128M +$25.4M +350,494 +25%
Invesco
8
Invesco
Georgia
$108M +$14.8M +204,694 +16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$99.6M -$4.29M -59,237 -4%
Raymond James Financial
10
Raymond James Financial
Florida
$83.5M +$2.26M +31,192 +3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$83.1M -$4.52M -62,404 -5%
UBS Group
12
UBS Group
Switzerland
$61.8M -$632K -8,730 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$58.3M +$814K +11,246 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$56.7M -$1.92M -26,583 -3%
AI
15
AdvisorShares Investments
Maryland
$54.5M +$54.2M +748,955 New
Osaic Holdings
16
Osaic Holdings
Arizona
$51.8M +$9.15M +126,342 +22%
SAM
17
Securian Asset Management
Minnesota
$50.2M
EH
18
Equitable Holdings
New York
$46.6M +$1.36M +18,767 +3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$43.6M +$21.2M +293,166 +96%
BCM
20
Brookstone Capital Management
Illinois
$41.9M -$3.14M -43,324 -7%
PAG
21
Private Advisor Group
New Jersey
$38.5M +$10.2M +140,773 +36%
DWM
22
Dynasty Wealth Management
Florida
$38M +$32.8M +452,526 +655%
GF
23
Genworth Financial
Virginia
$34.2M +$195K +2,700 +0.6%
ACM
24
Armbruster Capital Management
New York
$33.4M +$1.72M +23,775 +5%
NC
25
NewSquare Capital
Pennsylvania
$32.8M -$1.07M -14,828 -3%

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.