PCM
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Prelude Capital Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Prelude Capital 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
2019
Q3 		– Sell
-400
Closed -$22K – 2020
2019
Q2 		$22K Buy
+400
New +$21.5K ﹤0.01% 1274

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prelude Capital Management's SPLV Position: Q1 2026 in Review

Prelude Capital Management opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026: 6,047 shares worth $442K. The stake represents 0.03% of the portfolio and ranks #561 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in SPLV as recently as Q3 2025.

Prelude Capital Management first reported a position in SPLV in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.43M in Q3 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Prelude Capital Management held 6,047 shares of Invesco S&P 500 Low Volatility ETF worth $442K as of Q1 2026.
  • Invesco S&P 500 Low Volatility ETF was a new Prelude Capital Management position in Q1 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.03% of Prelude Capital Management's portfolio in Q1 2026, its #561 holding.
  • Prelude Capital Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and has held it in 18 quarters since.
  • Prelude Capital Management's Invesco S&P 500 Low Volatility ETF position peaked at $2.43M in Q3 2025.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.