SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

302 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.6%
New
36
Increased
120
Reduced
89
Closed
21
Calls
$2.56M
Puts
$7.38M
Net Calls
-$4.83M
Net Calls Change
-$900K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$573M
2
Bank of America
Bank of America
North Carolina
$754M
3
MML Investors Services
MML Investors Services
Massachusetts
$69.7M
4
GA
Gateway Advisory
New Jersey
$71.6M
5
LPT
Legacy Private Trust
Wisconsin
$31.2M

Top Sellers

1
Citigroup
Citigroup
New York
$8.39M
2
WIM
Windhaven Investment Management
Massachusetts
$228M
3
Goldman Sachs
Goldman Sachs
New York
$15.2M
4
HNB
Huntington National Bank
Ohio
$11M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
251
Smithfield Trust
Pennsylvania
$111K +$111K +2,485 New
EWM
252
Evercore Wealth Management
New York
$110K – – –
WEC
253
Winslow Evans & Crocker
Massachusetts
$106K – – –
BRC
254
Bell Rock Capital
Delaware
$105K – – –
LNB
255
Ledyard National Bank
$90K +$20K +450 +29%
WAM
256
Wolverine Asset Management
Illinois
$89K +$89K +2,000 New
PFBT
257
Parkside Financial Bank & Trust
Missouri
$88K – – –
BBPWM
258
Blue Bell Private Wealth Management
Pennsylvania
$87K -$4.64K -104 -5%
GAM
259
Gemmer Asset Management
California
$83K +$83K +1,850 New
VNA
260
Valley National Advisers
Pennsylvania
$76K – – –
WAM
261
Wealthspire Advisors (Maryland)
Maryland
$72K – – –
CHP
262
Cable Hill Partners
Oregon
$69K – – –
BlackRock
263
BlackRock
New York
$67K – – –
PAI
264
Pittenger & Anderson Inc
Nebraska
$66K – – –
RBC
265
Roble Belko & Company
Pennsylvania
$64K – – –
KTC
266
Kistler-Tiffany Companies
Pennsylvania
$53K – – –
SFSIG
267
San Francisco Sentry Investment Group
California
$51K +$51K +1,150 New
AIM
268
Advantage Investment Management
Iowa
$48K – – –
GWA
269
Guidant Wealth Advisors
Illinois
$45K -$1.77K -40 -4%
LIA
270
LS Investment Advisors
Michigan
$45K – – –
MSFP
271
Mark Sheptoff Financial Planning
Connecticut
$38K -$45 -1 -0.1%
PFP
272
Pinnacle Financial Partners
Tennessee
$33K +$33K +740 New
MFBTD
273
MB Financial Bank - Trust Department
Illinois
$32K – – –
LYV
274
Live Your Vision
Pennsylvania
$32K +$32K +696 New
MA
275
MUFG Americas
New York
$30K – – –
9 10
11
12 13