SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

363 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 126 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-5
Holders Change %
-1.36%
% of All Funds
8.32%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.66%
New
40
Increased
107
Reduced
126
Closed
42
Calls
$1.05M
Puts
$4.31M
Net Calls
-$3.27M
Net Calls Change
-$713K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$223M
2
Bank of America
Bank of America
North Carolina
$734M
3
Morgan Stanley
Morgan Stanley
New York
$441M
4
GA
Gateway Advisory
New Jersey
$72.5M
5
Wells Fargo
Wells Fargo
California
$143M

Top Sellers

1
KFA
Kays Financial Advisory
Georgia
$1.09M
2
UBS Group
UBS Group
Switzerland
$88.3M
3
HNB
Huntington National Bank
Ohio
$14.5M
4
HCM
Hollencrest Capital Management
California
$0
5
PAG
Private Advisor Group
New Jersey
$8.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
326
BerganKDV Wealth Management
Minnesota
$29K +$29K +614 New
FNB
327
Farmers National Bank
Kentucky
$27K – – –
RFM
328
Royal Fund Management
Florida
$26K +$26K +568 New
FMP
329
Financial Management Professionals
Texas
$24K – – –
MA
330
MCF Advisors
Kentucky
$21K -$36.7K -789 -64%
VFA
331
Valeo Financial Advisors
Indiana
$21K – – –
TWA
332
TCI Wealth Advisors
Arizona
$20K +$189 +4 +1%
MFBTD
333
MB Financial Bank - Trust Department
Illinois
$19K -$15.2K -320 -44%
RFA
334
Reilly Financial Advisors
California
$19K – – –
WOC
335
West Oak Capital
California
$19K – – –
BWA
336
Burt Wealth Advisors
Maryland
$17K – – –
NSB
337
Norway Savings Bank
Maine
$17K – – –
EWM
338
Elmwood Wealth Management
California
$16.4K – – –
AF
339
Allworth Financial
California
$16K – – –
KJWM
340
Kiley Juergens Wealth Management
Washington
$16K +$16K +340 New
BWA
341
BDO Wealth Advisors
Florida
$15K – – –
OAJ
342
Ogorek Anthony Joseph
New York
$15K +$15K +319 New
AIM
343
Anchor Investment Management
South Carolina
$14.2K – – –
WT
344
Whittier Trust
California
$14K – – –
EK
345
Evensky & Katz
Florida
$13K +$94 +2 +0.7%
UBS AM
346
UBS AM
Illinois
$12.8K +$12.8K +270 New
SIS
347
Sound Income Strategies
Florida
$12K – – –
VCM
348
Vigilant Capital Management
Maine
$12K – – –
JFGIW
349
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K – – –
AA
350
Apriem Advisors
California
$12K +$12K +249 New
12 13
14
15 16