SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

753 hedge funds and large institutions have $4.45B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 261 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
10.1%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.3%
New
84
Increased
261
Reduced
250
Closed
77
Calls
$33.5M
Puts
$2.43M
Net Calls
+$31M
Net Calls Change
+$140M

Top Buyers

1
AI
AdvisorShares Investments
Maryland
$54.5M
2
LPL Financial
LPL Financial
California
$310M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$190M
4
DWM
Dynasty Wealth Management
Florida
$38M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$32.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$0
2
LMIM
Lockheed Martin Investment Management
Maryland
$0
3
Bank of America
Bank of America
North Carolina
$502M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
$251K
5
Morgan Stanley
Morgan Stanley
New York
$443M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$502M -$55.8M -766,012 -10%
Morgan Stanley
2
Morgan Stanley
New York
$443M -$39.4M -541,246 -8%
LPL Financial
3
LPL Financial
California
$310M +$48.7M +669,321 +19%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$190M +$43.7M +600,063 +30%
Ameriprise
5
Ameriprise
Minnesota
$147M +$31M +423,940 +27%
Wells Fargo
6
Wells Fargo
California
$141M +$4.83M +66,290 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$128M +$25.5M +350,494 +25%
Invesco
8
Invesco
Georgia
$108M +$14.9M +204,694 +16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$99.6M -$4.31M -59,237 -4%
Raymond James Financial
10
Raymond James Financial
Florida
$83.5M +$2.27M +31,192 +3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$83.1M -$4.54M -62,404 -5%
UBS Group
12
UBS Group
Switzerland
$61.8M -$636K -8,730 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$58.3M +$819K +11,246 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$56.7M -$1.94M -26,583 -3%
AI
15
AdvisorShares Investments
Maryland
$54.5M +$54.5M +748,955 New
SAM
16
Securian Asset Management
Minnesota
$50.2M – – –
EH
17
Equitable Holdings
New York
$46.6M +$1.37M +18,767 +3%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$43.6M +$21.3M +293,166 +96%
BCM
19
Brookstone Capital Management
Illinois
$41.9M -$3.15M -43,324 -7%
PAG
20
Private Advisor Group
New Jersey
$38.5M +$10.3M +140,773 +36%
Osaic Holdings
21
Osaic Holdings
Arizona
$38.3M -$3.04M -43,056 -7%
DWM
22
Dynasty Wealth Management
Florida
$38M +$33M +452,526 +655%
GF
23
Genworth Financial
Virginia
$34.2M +$197K +2,700 +0.6%
ACM
24
Armbruster Capital Management
New York
$33.4M +$1.73M +23,775 +5%
NC
25
NewSquare Capital
Pennsylvania
$32.8M -$1.08M -14,828 -3%
1
2 3 4 5