Mercer Global Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Mercer Global Advisors’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
2026 Q2	$20.2M	Sell	270,128 -27,091	-9%	-$2M	0.03%	350
2026 Q1	$21.7M	Sell	297,219 -216,404	-42%	-$16M	0.03%	304
2025 Q4	$36.7M	Sell	513,623 -34,779	-6%	-$2.5M	0.06%	217
2025 Q3	$40.3M	Buy	548,402 +478,382	+683%	+$35M	0.07%	174
2025 Q2	$5.1M	Sell	70,020 -1,939	-3%	-$140K	0.01%	560
2025 Q1	$5.38M	Sell	71,959 -13,167	-15%	-$951K	0.01%	519
2024 Q4	$5.96M	Sell	85,126 -3,113	-4%	-$225K	0.01%	500
2024 Q3	$6.33M	Sell	88,239 -2,099	-2%	-$144K	0.01%	441
2024 Q2	$5.87M	Sell	90,338 -2,125	-2%	-$138K	0.02%	414
2024 Q1	$6.09M	Sell	92,463 -1,579	-2%	-$101K	0.02%	415
2023 Q4	$5.89M	Sell	94,042 -1,755	-2%	-$106K	0.02%	423
2023 Q3	$5.63M	Sell	95,797 -6,343	-6%	-$392K	0.02%	402
2023 Q2	$6.42M	Sell	102,140 -6,817	-6%	-$427K	0.03%	389
2023 Q1	$6.8M	Buy	108,957 +49,754	+84%	+$3.11M	0.03%	358
2022 Q4	$3.78M	Buy	59,203 +1,889	+3%	+$117K	0.02%	506
2022 Q3	$3.31M	Buy	57,314 +3,440	+6%	+$218K	0.02%	495
2022 Q2	$3.34M	Buy	53,874 +2,306	+4%	+$149K	0.02%	483
2022 Q1	$3.46M	Buy	51,568 +6,926	+16%	+$451K	0.02%	490
2021 Q4	$3.06M	Sell	44,642 -1,112	-2%	-$71.6K	0.02%	495
2021 Q3	$2.78M	Buy	45,754 +2,630	+6%	+$166K	0.02%	490
2021 Q2	$2.63M	Buy	43,124 +13,312	+45%	+$807K	0.02%	486
2021 Q1	$1.73M	Buy	29,812 +21,585	+262%	+$1.21M	0.02%	572
2020 Q4	$463K	Buy	8,227 +605	+8%	+$33.2K	0.01%	889
2020 Q3	$409K	Buy	7,622 +72	+1%	+$3.82K	0.01%	852
2020 Q2	$375K	Sell	7,550 -5,047	-40%	-$248K	0.01%	778
2020 Q1	$591K	Buy	12,597 +3,591	+40%	+$201K	0.01%	619
2019 Q4	$525K	Sell	9,006 -1,158	-11%	-$66.4K	0.01%	719
2019 Q3	$588K	Buy	10,164 +712	+8%	+$40.1K	0.01%	636
2019 Q2	$520K	Buy	9,452 +1,909	+25%	+$103K	0.01%	665
2019 Q1	$397K	Buy	+7,543	New	+$378K	0.01%	720

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors's SPLV Position: Q2 2026 in Review

Mercer Global Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 9.1% in Q2 2026, selling an estimated $2M and leaving 270,128 shares worth $20.2M. The position accounts for 0.03% of the portfolio, ranked #350.

Mercer Global Advisors first reported a position in SPLV in Q1 2019 and has held it in 30 quarters since. The position peaked at $40.3M in Q3 2025. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Mercer Global Advisors held 270,128 shares of Invesco S&P 500 Low Volatility ETF worth $20.2M as of Q2 2026.
Mercer Global Advisors sold 27,091 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $2M.
Invesco S&P 500 Low Volatility ETF made up 0.03% of Mercer Global Advisors's portfolio in Q2 2026, its #350 holding.
Mercer Global Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2019 and has held it in 30 quarters since.
Mercer Global Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $40.3M in Q3 2025.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.