SPLV icon

Invesco S&P 500 Low Volatility ETF

679 hedge funds and large institutions have $4.16B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 183 increasing their positions, 291 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-6
Holders Change %
-0.88%
% of All Funds
9.87%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
49
Increased
183
Reduced
291
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Shares
Change %
Pathstone Holdings
351
Pathstone Holdings
New Jersey
$540K +$65 +1 +0%
CWMGP
352
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$533K +$128K +1,967 +32%
TLA
353
Tanglewood Legacy Advisors
Texas
$530K -$18.6K -287 -3%
LA
354
Lane & Associates
New Jersey
$530K -$131K -2,013 -20%
FA
355
Faithward Advisors
Pennsylvania
$524K +$390 +6 +0.1%
OWM
356
OneAscent Wealth Management
Alabama
$523K -$79.5K -1,223 -13%
Kovitz Investment Group Partners
357
Kovitz Investment Group Partners
Illinois
$518K +$195 +3 +0%
BF
358
BOK Financial
Oklahoma
$516K
MWA
359
Merkkuri Wealth Advisors
New York
$511K +$511K +7,866 New
OW
360
Olistico Wealth
Oklahoma
$510K
CAG
361
Compass Advisory Group
New York
$507K -$27.9K -430 -5%
RIL
362
Rothschild Investment LLC
Illinois
$507K
RA
363
Rockingstone Advisors
Massachusetts
$506K
MWM
364
Modera Wealth Management
New Jersey
$504K -$32.5K -500 -6%
TA
365
TKG Advisors
Indiana
$502K -$6.69K -103 -1%
RFN
366
Redwood Financial Network
Ohio
$498K +$4.09K +63 +0.8%
LFAS
367
Level Four Advisory Services
Texas
$493K -$88.1K -1,356 -15%
EP
368
Edgestream Partners
New Jersey
$475K +$144K +2,224 +44%
CB
369
Chris Bulman
California
$469K +$469K +7,218 New
CCM
370
Cox Capital Management
Massachusetts
$469K +$2.6K +40 +0.6%
ECAM
371
East Coast Asset Management
Massachusetts
$467K
BCM
372
BluePointe Capital Management
California
$460K
GPA
373
Guerra Pan Advisors
New Jersey
$455K
MIM
374
Merrion Investment Management
New Jersey
$455K
CWP
375
Curated Wealth Partners
California
$452K +$452K +6,955 New