SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

662 hedge funds and large institutions have $5.3B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 191 increasing their positions, 203 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+80
Holders Change %
+13.75%
% of All Funds
10.22%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.51%
New
133
Increased
191
Reduced
203
Closed
41
Calls
$2.92M
Puts
$4.04M
Net Calls
-$1.13M
Net Calls Change
-$246K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$659M
2
Two Sigma Investments
Two Sigma Investments
New York
$97.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$106M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$32.3M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$109M

Top Sellers

1
CS
Credit Suisse
Switzerland
$4.53M
2
Invesco
Invesco
Georgia
$649M
3
HF
HRT Financial
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$1.15M
5
HNB
Huntington National Bank
Ohio
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
326
Bartlett & Co
Ohio
$695K – – –
BCWM
327
Bartlett & Co Wealth Management
Ohio
$695K – – –
MIM
328
Merrion Investment Management
New Jersey
$686K – – –
EHPM
329
Emery Howard Portfolio Management
California
$684K -$15K -218 -2%
JWS
330
Juncture Wealth Strategies
Arizona
$680K – – –
MWPCG
331
Measured Wealth Private Client Group
New Hampshire
$674K -$38.6K -562 -5%
IP
332
Investment Partners
Ohio
$669K +$549 +8 +0.1%
1WM
333
1900 Wealth Management
Texas
$667K -$56.8K -827 -8%
ARC
334
Advisor Resource Council
Texas
$662K +$662K +9,639 New
AF
335
Allworth Financial
California
$659K -$124K -1,811 -16%
VVP
336
Venture Visionary Partners
Ohio
$655K -$13.4K -196 -2%
Barclays
337
Barclays
United Kingdom
$628K -$148K -2,151 -19%
CBFP
338
Cedar Brook Financial Partners
Ohio
$628K -$13.9K -202 -2%
WA
339
Waverly Advisors
Alabama
$624K – – –
RDWM
340
Red Door Wealth Management
Tennessee
$615K – – –
SL
341
Salomon & Ludwin
Virginia
$607K -$39K -568 -6%
LFAS
342
Level Four Advisory Services
Texas
$604K -$21.8K -318 -3%
BFG
343
Berger Financial Group
Minnesota
$595K +$88.9K +1,294 +18%
GPA
344
Guerra Pan Advisors
New Jersey
$588K +$588K +8,563 New
CSPIA
345
Cary Street Partners Investment Advisory
Virginia
$582K +$22.3K +325 +4%
GLLW
346
Graves Light Lenhart Wealth
Virginia
$580K -$3.29K -48 -0.6%
DA
347
Detalus Advisors
Missouri
$577K -$10.6K -155 -2%
PPA
348
Parametric Portfolio Associates
Washington
$575K -$16.3K -237 -3%
CAG
349
Compass Advisory Group
New York
$573K +$2.54K +37 +0.4%
FA
350
Faithward Advisors
Pennsylvania
$569K -$2.68K -39 -0.5%
12 13
14
15 16