SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

594 hedge funds and large institutions have $4.42B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 188 increasing their positions, 232 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-39
Holders Change %
-6.16%
% of All Funds
13.12%
Holding in Top 10
67
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.18%
% of All Funds
1.48%
New
78
Increased
188
Reduced
232
Closed
107
Calls
$9.75M
Puts
$10.2M
Net Calls
-$408K
Net Calls Change
+$1.99M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$140M
2
CC
Cassaday & Co
Virginia
$37.8M
3
AFG
Albion Financial Group
Utah
$55.9M
4
BCI
Brinker Capital Investments
Pennsylvania
$26.2M
5
PC
Permanens Capital
New York
$25.6M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$342M
3
Bank of America
Bank of America
North Carolina
$308M
4
JFA
Johanson Financial Advisors
California
$1.04M
5
GA
Gateway Advisory
New Jersey
$939K
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
351
Oakwood Capital Management
California
$489K -$38.7K -825 -7%
Bessemer Group
352
Bessemer Group
New Jersey
$487K +$431K +9,171 +767%
APW
353
Aurora Private Wealth
New Jersey
$480K +$180K +3,838 +60%
HSBC Holdings
354
HSBC Holdings
United Kingdom
$479K -$1.07M -22,782 -69%
EHPM
355
Emery Howard Portfolio Management
California
$478K – – –
PWM
356
Perigon Wealth Management
California
$472K +$472K +9,149 New
FAIM
357
Financial Advocates Investment Management
Washington
$471K -$2.56M -54,504 -84%
PA
358
Paragon Advisors
Texas
$471K +$471K +10,047 New
Allianz Asset Management
359
Allianz Asset Management
Germany
$469K +$258K +5,500 +122%
EWM
360
Empirical Wealth Management
Washington
$466K -$13.1K -280 -3%
XS
361
XR Securities
Illinois
$466K +$466K +9,929 New
BFA
362
Brendel Financial Advisors
New Hampshire
$464K +$464K +9,884 New
CIA
363
Choate Investment Advisors
Massachusetts
$460K +$460K +9,801 New
BF
364
BOK Financial
Oklahoma
$458K -$45.8K -976 -9%
3AM
365
3D Asset Management
Connecticut
$440K -$489K -10,435 -53%
HSA
366
HBK Sorce Advisory
Pennsylvania
$440K – – –
CG
367
CFO4Life Group
Texas
$440K – – –
RDWM
368
Red Door Wealth Management
Tennessee
$434K – – –
PA
369
Pinnacle Associates
New York
$431K -$302K -6,437 -41%
CBFP
370
Cedar Brook Financial Partners
Ohio
$430K -$283K -6,025 -40%
FPFS
371
First Personal Financial Services
North Carolina
$429K +$361K +7,686 +530%
GI
372
Gradient Investments
Minnesota
$418K -$446K -9,491 -52%
FA
373
Faithward Advisors
Pennsylvania
$418K -$114K -2,420 -21%
FAT
374
First American Trust
California
$417K +$417K +8,901 New
IWC
375
Integrated Wealth Concepts
Massachusetts
$412K -$20.2K -431 -5%
13 14
15
16 17