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 %
Kovitz Investment Group Partners
326
Kovitz Investment Group Partners
Illinois
$779K +$136K +1,939 +21%
MFG
327
Magnus Financial Group
New York
$774K +$14K +200 +2%
CFD
328
Creative Financial Designs
Indiana
$772K +$94.4K +1,349 +14%
BFC
329
Bedel Financial Consulting
Indiana
$769K +$288 +4 +0%
GFWA
330
Grey Fox Wealth Advisors
Delaware
$763K -$35.8K -511 -4%
RA
331
RFG Advisory
Alabama
$753K +$49.6K +709 +7%
WI
332
Westbourne Investments
Virginia
$750K +$750K +10,711 New
KWM
333
Kingsview Wealth Management
Oregon
$749K -$378K -5,403 -34%
WF
334
Warner Financial
Maryland
$732K – – –
SM
335
Sensible Money
Arizona
$732K – – –
SIM
336
Synergy Investment Management
Florida
$730K +$730K +10,432 New
WA
337
Whipplewood Advisors
Colorado
$727K +$727K +10,390 New
SEIA
338
Signature Estate & Investment Advisors
California
$721K +$9.45K +135 +1%
CTC
339
Central Trust Company
Missouri
$717K +$600K +8,570 +512%
IFPG
340
Intrepid Financial Planning Group
Indiana
$709K -$19.3K -275 -3%
BCWM
341
Bartlett & Co Wealth Management
Ohio
$708K -$14K -200 -2%
FWA
342
FSC Wealth Advisors
New York
$708K +$490 +7 +0.1%
TA
343
TFG Advisers
Michigan
$705K -$350 -5 -0%
BKA
344
Brick & Kyle Associates
Pennsylvania
$701K +$1.54K +22 +0.2%
YC
345
Yarbrough Capital
Tennessee
$700K – – –
GWM
346
Gray Wealth Management
Maine
$697K -$70 -1 -0%
MSAM
347
Moloney Securities Asset Management
Missouri
$693K -$92.5K -1,322 -12%
WFA
348
Wellspring Financial Advisors
Ohio
$692K +$2.94K +42 +0.4%
SPC
349
Sigma Planning Corp
Michigan
$688K -$50.5K -722 -7%
LWM
350
Lakeridge Wealth Management
Ohio
$687K +$1.33K +19 +0.2%
12 13
14
15 16