SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

737 hedge funds and large institutions have $5.7B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 216 increasing their positions, 259 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+31
Holders Change %
+4.39%
% of All Funds
9.81%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.31%
New
90
Increased
216
Reduced
259
Closed
48
Calls
$2.23M
Puts
$128M
Net Calls
-$125M
Net Calls Change
-$104M

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$121M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$62M
3
PAG
3
Private Advisor Group
New Jersey
$47.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$91.6M
5
SFA
5
Sequoia Financial Advisors
Ohio
$15.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$477M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.1B
3
Citigroup
3
Citigroup
New York
$1.11M
4
SC
4
Sykon Capital
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
Concurrent Investment Advisors
Florida
$1.39M +$81.9K +1,170 +6%
SFG
227
Seamount Financial Group
Colorado
$1.38M +$109K +1,556 +9%
EWM
228
Empirical Wealth Management
Washington
$1.37M – – –
BEI
229
Benjamin Edwards Inc
Missouri
$1.35M -$3.29M -46,978 -71%
HH
230
Hilltop Holdings
Texas
$1.35M -$488K -6,977 -27%
SAG
231
SageView Advisory Group
California
$1.34M -$34.6K -494 -3%
SPI
232
Santori & Peters Inc
Pennsylvania
$1.34M -$7.98K -114 -0.6%
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$1.33M -$53.1K -764 -4%
DAS
234
Diversify Advisory Services
Utah
$1.32M -$12.6K -184 -0.9%
TWM
235
Trueblood Wealth Management
Ohio
$1.32M – – –
BPA
236
Beacon Pointe Advisors
California
$1.31M +$30.2K +431 +2%
SHFA
237
SC&H Financial Advisors
Maryland
$1.31M +$1.89K +27 +0.1%
TC
238
TownSquare Capital
Utah
$1.3M -$66.4K -948 -5%
FTA
239
Financial & Tax Architects
Missouri
$1.3M +$1.3M +18,551 New
MWM
240
MGB Wealth Management
Texas
$1.29M – – –
SSWM
241
Smith Salley Wealth Management
North Carolina
$1.29M -$38.4K -548 -3%
TA
242
TPG Advisors
Illinois
$1.28M +$65.9K +941 +5%
HA
243
Harfst & Associates
Wyoming
$1.27M -$6.3K -90 -0.5%
WCM
244
Winthrop Capital Management
Indiana
$1.27M – – –
SC
245
SouthState Corp
Florida
$1.27M +$463K +6,619 +57%
MFG
246
Midwest Financial Group
Kansas
$1.26M -$7.7K -110 -0.6%
CWMGO
247
Capstone Wealth Management Group (Oregon)
Oregon
$1.26M +$1.26M +17,948 New
LFA
248
Laraway Financial Advisors
Minnesota
$1.25M -$3.78K -54 -0.3%
MPW
249
Monterey Private Wealth
California
$1.23M -$15.9K -227 -1%
Jane Street
250
Jane Street
New York
$1.21M +$1.21M +17,221 New
8 9
10
11 12