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
Merit Financial Group
Georgia
$121M
2
LMIM
Lockheed Martin Investment Management
Maryland
$62M
3
PAG
Private Advisor Group
New Jersey
$47.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$91.6M
5
SFA
Sequoia Financial Advisors
Ohio
$15.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$477M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.1B
3
Citigroup
Citigroup
New York
$1.11M
4
SC
Sykon Capital
New York
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAS
351
Optivise Advisory Services
Tennessee
$683K -$1.92M -27,410 -74%
WIA
352
World Investment Advisors
California
$682K -$49.4K -706 -7%
ACM
353
Allred Capital Management
Texas
$679K -$61.1K -873 -8%
KFGK
354
Keystone Financial Group (Kentucky)
Kentucky
$675K -$21.2K -303 -3%
HCMT
355
Highland Capital Management (Tennessee)
Tennessee
$667K – – –
GL
356
Graypoint LLC
New York
$666K -$25.3K -362 -4%
BCI
357
Brinker Capital Investments
Pennsylvania
$666K +$40.7K +581 +7%
OPS
358
Orion Portfolio Solutions
Nebraska
$666K +$40.7K +581 +7%
IA
359
IFP Advisors
Florida
$664K -$52.2K -746 -7%
GSEP
360
Golden State Equity Partners
California
$651K +$646K +9,224 +11,113%
TWC
361
TD Waterhouse Canada
Ontario, Canada
$646K – – –
RDWM
362
Red Door Wealth Management
Tennessee
$644K – – –
JSW
363
Journey Strategic Wealth
New Jersey
$639K – – –
RW
364
Rede Wealth
Virginia
$633K – – –
Brown Advisory
365
Brown Advisory
Maryland
$617K +$350 +5 +0.1%
TA
366
TKG Advisors
Indiana
$610K -$1.35K -19 -0.2%
CAI
367
Capital Advisors Inc
Oklahoma
$610K – – –
TCOO
368
Trust Company of Oklahoma
Oklahoma
$604K – – –
SWP
369
Summit Wealth Partners
Florida
$591K – – –
RA
370
Rockingstone Advisors
Massachusetts
$583K – – –
TAM
371
Townsend Asset Management
North Carolina
$576K -$109K -1,553 -16%
MW
372
Marks Wealth
Maryland
$573K – – –
VCP
373
Verus Capital Partners
Arizona
$568K +$568K +8,116 New
FA
374
Faithward Advisors
Pennsylvania
$566K +$350 +5 +0.1%
OIA
375
OneDigital Investment Advisors
Kansas
$565K -$37.1K -530 -6%
13 14
15
16 17