SPLV icon

Invesco S&P 500 Low Volatility ETF

724 hedge funds and large institutions have $6.07B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 153 increasing their positions, 330 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+37
Holders Change %
+5.39%
% of All Funds
10.61%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
101
Increased
153
Reduced
330
Closed
54
Calls
$4.59M
Puts
$547K
Net Calls
+$4.04M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Shares
Change %
WF
351
Warner Financial
Maryland
$655K
SM
352
Sensible Money
Arizona
$655K
PWM
353
Prosperity Wealth Management
California
$654K -$348K -5,561 -35%
CFG
354
Citizens Financial Group
Rhode Island
$651K -$96.1K -1,533 -13%
SWP
355
Summit Wealth Partners
Florida
$645K
SFS
356
Security Financial Services
Indiana
$640K +$47.8K +763 +8%
TAM
357
Townsend Asset Management
North Carolina
$634K +$940 +15 +0.1%
BCWM
358
Bartlett & Co Wealth Management
Ohio
$633K
BC
359
Bartlett & Co
Ohio
$633K
YC
360
Yarbrough Capital
Tennessee
$627K
HCMT
361
Highland Capital Management (Tennessee)
Tennessee
$627K
WAP
362
Wealthcare Advisory Partners
Pennsylvania
$619K -$183K -2,922 -23%
JPLA
363
Joseph P. Lucia & Associates
New York
$616K -$51.8K -827 -8%
LI
364
LMCG Investments
Massachusetts
$616K +$34.3K +547 +6%
GFS
365
GYL Financial Synergies
Connecticut
$612K +$689 +11 +0.1%
OCM
366
One Capital Management
California
$607K -$6.27K -100 -1%
TWC
367
TD Waterhouse Canada
Ontario, Canada
$605K +$283K +4,407 +88%
US Bancorp
368
US Bancorp
Minnesota
$604K -$736K -11,743 -55%
RL
369
Retireful LLC
Michigan
$603K +$603K +33,776 New
KCM
370
Kendall Capital Management
Maryland
$595K
OW
371
Olistico Wealth
Oklahoma
$577K +$188 +3 +0%
RDWM
372
Red Door Wealth Management
Tennessee
$576K
CBFP
373
Cedar Brook Financial Partners
Ohio
$573K -$26.5K -422 -4%
AWA
374
Arkadios Wealth Advisors
Georgia
$566K -$68.6K -1,094 -11%
TLA
375
Tanglewood Legacy Advisors
Texas
$565K -$182K -2,906 -24%