AIM
SPLV icon

Avanda Investment Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Avanda Investment Management’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-91,700
Closed -$5.75M – 56
2023
Q4 		$5.75M Buy
+91,700
New +$5.52M 0.56% 29

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avanda Investment Management's SPLV Position: Q1 2024 in Review

Avanda Investment Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2024, closing a stake of 91,700 shares — an estimated $5.75M sold.

Avanda Investment Management first reported a position in SPLV in Q4 2023 and held it in 1 quarter. The position peaked at $5.75M in Q4 2023. 690 funds tracked by Wall St. Rank hold SPLV as of Q1 2024.

  • Avanda Investment Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
  • Avanda Investment Management sold 91,700 Invesco S&P 500 Low Volatility ETF shares in Q1 2024, an estimated $5.75M.
  • Avanda Investment Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and held it in 1 quarter.
  • Avanda Investment Management's Invesco S&P 500 Low Volatility ETF position peaked at $5.75M in Q4 2023.
  • 690 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2024.

Based on Avanda Investment Management's 13F filing for Q1 2024, filed 14 May 2024.