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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
Bank of America
1
Bank of America
North Carolina
$591M +$84.5M +1,156,550 +17%
Morgan Stanley
2
Morgan Stanley
New York
$359M -$86.9M -1,189,525 -20%
LPL Financial
3
LPL Financial
California
$266M -$46.2M -631,970 -15%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$215M +$204M +2,784,291 +1,951%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$185M -$6.48M -88,723 -3%
Wells Fargo
6
Wells Fargo
California
$114M -$27.5M -376,042 -19%
Ameriprise
7
Ameriprise
Minnesota
$112M -$35.6M -486,789 -24%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$109M -$20.2M -276,546 -16%
Two Sigma Investments
9
Two Sigma Investments
New York
$106M +$79.2M +1,082,900 +301%
Invesco
10
Invesco
Georgia
$105M -$3.81M -52,132 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$96.2M -$4.26M -58,222 -4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$81.4M -$2.44M -33,351 -3%
UBS Group
13
UBS Group
Switzerland
$66.7M +$4.39M +60,008 +7%
Raymond James Financial
14
Raymond James Financial
Florida
$66.5M -$17.7M -242,526 -21%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$60.4M +$1.58M +21,636 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$52.8M -$4.41M -60,360 -8%
SAM
17
Securian Asset Management
Minnesota
$50.7M
Osaic Holdings
18
Osaic Holdings
Arizona
$49M -$3.32M -45,367 -6%
EH
19
Equitable Holdings
New York
$42.9M -$4.14M -56,670 -9%
BCM
20
Brookstone Capital Management
Illinois
$41M -$1.24M -16,994 -3%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$40.3M +$35M +478,382 +683%
PAG
22
Private Advisor Group
New Jersey
$37.2M -$1.6M -21,908 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
23
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$37.1M +$36.9M +505,000 New
ACM
24
Armbruster Capital Management
New York
$35.4M +$1.72M +23,531 +5%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$35.4M -$8.53M -116,698 -19%

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.