SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

744 hedge funds and large institutions have $6.86B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 239 increasing their positions, 251 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+62
Holders Change %
+9.09%
% of All Funds
12%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.71%
New
126
Increased
239
Reduced
251
Closed
49
Calls
$23.4M
Puts
$13.5M
Net Calls
+$9.89M
Net Calls Change
+$8.05M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$470M
2
Bank of America
Bank of America
North Carolina
$522M
3
LPL Financial
LPL Financial
California
$468M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$96.3M
5
DCC
Dow Chemical Company
Michigan
$294M

Top Sellers

1
Citigroup
Citigroup
New York
$96.1M
2
Citadel Advisors
Citadel Advisors
Florida
$11.1M
3
BMM
Berkshire Money Management
Massachusetts
$2.04M
4
NC
NewSquare Capital
Pennsylvania
$9.78M
5
Goldman Sachs
Goldman Sachs
New York
$4.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFT
226
Providence First Trust
Arizona
$2.08M +$31.3K +490 +2%
NRI
227
NFP Retirement Inc
California
$2.07M -$131K -2,052 -6%
GWWM
228
Great Waters Wealth Management
Minnesota
$2.07M +$2.07M +32,654 New
MCM
229
Manchester Capital Management
Vermont
$2.04M – – –
FTS
230
Fifth Third Securities
Ohio
$2.04M -$61.1K -956 -3%
BMM
231
Berkshire Money Management
Massachusetts
$2.04M -$24.4M -381,734 -92%
RI
232
Ridgewood Investments
New Jersey
$2.01M -$35.2K -551 -2%
TLFA
233
True Link Financial Advisors
California
$2.01M – – –
AF
234
Allworth Financial
California
$1.96M -$68.5K -1,072 -3%
OLVIG
235
Oliver Lagore Vanvalin Investment Group
Michigan
$1.94M +$1.94M +30,381 New
KL
236
KWMG LLC
Kansas
$1.89M -$420K -6,576 -18%
Aberdeen Group
237
Aberdeen Group
United Kingdom
$1.88M -$9.28M -145,200 -83%
TP
238
Tranquility Partners
Tennessee
$1.86M +$107K +1,672 +6%
PCA
239
Prosperity Capital Advisors
Ohio
$1.84M +$1.84M +28,803 New
CPFP
240
Clear Perspectives Financial Planning
Ohio
$1.83M +$53.9K +843 +3%
OWM
241
OneAscent Wealth Management
Alabama
$1.8M -$206K -3,219 -10%
MI
242
Moneywise Inc
Virginia
$1.76M -$46.1K -722 -3%
MWM
243
MorganRosel Wealth Management
Colorado
$1.75M -$96.8K -1,515 -5%
Koshinski Asset Management
244
Koshinski Asset Management
Illinois
$1.72M -$30.5K -477 -2%
SHFA
245
SC&H Financial Advisors
Maryland
$1.68M -$47.1K -737 -3%
AA
246
Advisory Alpha
Michigan
$1.67M +$94.3K +1,475 +6%
HA
247
Harfst & Associates
Wyoming
$1.67M -$44.2K -691 -3%
SPI
248
Santori & Peters Inc
Pennsylvania
$1.66M -$61.3K -959 -4%
William Blair & Company
249
William Blair & Company
Illinois
$1.64M +$255K +3,991 +18%
DADC
250
D.A. Davidson & Co
Montana
$1.64M +$33.9K +530 +2%
8 9
10
11 12