SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

633 hedge funds and large institutions have $6.04B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 234 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+93
Holders Change %
+17.22%
% of All Funds
12.5%
Holding in Top 10
85
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.87%
% of All Funds
1.68%
New
137
Increased
234
Reduced
150
Closed
35
Calls
$6.17M
Puts
$8.58M
Net Calls
-$2.4M
Net Calls Change
+$3.33M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$75.1M
2
LPL Financial
2
LPL Financial
California
$239M
3
Invesco
3
Invesco
Georgia
$306M
4
UBS Group
4
UBS Group
Switzerland
$149M
5
GA
5
Geller Advisors
New York
$27.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$504M
2
GI
2
Gradient Investments
Minnesota
$1.07M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$116M
4
Morgan Stanley
4
Morgan Stanley
New York
$554M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$29K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
326
Moseley Investment Management
Florida
$840K +$58.4K +1,000 +7%
ACM
327
Anfield Capital Management
California
$837K +$837K +13,777 New
Comerica Bank
328
Comerica Bank
Texas
$835K +$164K +2,713 +24%
AW
329
ACG Wealth
Georgia
$831K -$461K -7,908 -36%
SG Americas Securities
330
SG Americas Securities
New York
$826K -$513K -8,802 -38%
UWM
331
USAdvisors Wealth Management
Minnesota
$824K -$23.1K -396 -3%
BBA
332
Braun-Bostich & Associates
Pennsylvania
$803K -$299K -5,156 -27%
SS
333
Simplicity Solutions
Minnesota
$798K +$141K +2,415 +21%
SG
334
StoneX Group
New York
$797K +$65.1K +1,116 +9%
G
335
GenTrust
Florida
$796K +$5.43K +93 +0.7%
AIA
336
Alera Investment Advisors
Illinois
$792K – – –
ACI
337
Alpha Cubed Investments
California
$788K +$86.7K +1,486 +12%
PIMG
338
Patriot Investment Management Group
Tennessee
$776K – – –
AIA
339
Allied Investment Advisors
Montana
$765K – – –
TAM
340
Townsend Asset Management
North Carolina
$761K +$761K +13,045 New
LWMM
341
Legacy Wealth Management (Mississippi)
Mississippi
$754K +$754K +12,924 New
MFW
342
Meristem Family Wealth
Minnesota
$743K – – –
BKA
343
Brick & Kyle Associates
Pennsylvania
$721K +$80.2K +1,341 +13%
TCM
344
Tuttle Capital Management
Connecticut
$719K +$719K +12,327 New
IUHSA
345
Itau Unibanco Holding S.A.
Brazil
$710K +$710K +12,169 New
MWA
346
MFA Wealth Advisors
Pennsylvania
$706K – – –
BRWM
347
B. Riley Wealth Management
Tennessee
$702K -$672K -11,507 -49%
SMFG
348
Sumitomo Mitsui Financial Group
Japan
$680K +$491K +8,418 +259%
PWS
349
Paragon Wealth Strategies
Florida
$679K -$67.1K -1,151 -9%
CIR
350
Clear Investment Research
Georgia
$677K -$144K -2,464 -18%
12 13
14
15 16