SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

368 hedge funds and large institutions have $3.04B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
8.45%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.78%
New
36
Increased
107
Reduced
149
Closed
38
Calls
$2.08M
Puts
$4.63M
Net Calls
-$2.56M
Net Calls Change
-$1.43M

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$38M
2
KFA
Kays Financial Advisory
Georgia
+$18.7M
3
PI
PFS Investments
Georgia
+$9.73M
4
Wells Fargo
Wells Fargo
California
+$8.14M
5
CL
CPWM LLC
Washington
+$8.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$556M
2
Bank of America
Bank of America
North Carolina
-$197M
3
EK
Evensky & Katz
Florida
-$23.4M
4
UBS Group
UBS Group
Switzerland
-$17.5M
5
Ameriprise
Ameriprise
Minnesota
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
376
SII Investments
Wisconsin
– -$1.33M -27,824 Closed
FSA
377
Financial Services Advisory
Maryland
– -$1.19M -24,974 Closed
IAA
378
Ironsides Asset Advisors
North Carolina
– -$860K -18,020 Closed
IH
379
IFC Holdings
Florida
– -$813K -16,981 Closed
Calamos Advisors
380
Calamos Advisors
Illinois
– -$685K -14,350 Closed
Prudential Financial
381
Prudential Financial
New Jersey
– -$557K -11,657 Closed
JG
382
Jefferies Group
New York
– -$464K -9,725 Closed
SDWMA
383
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$455K -9,535 Closed
Susquehanna International Group
384
Susquehanna International Group
Pennsylvania
– -$449K -9,396 Closed
CWM
385
Calamos Wealth Management
Illinois
– -$419K -8,772 Closed
LWAC
386
Laurel Wealth Advisors (California)
California
– -$406K -8,509 Closed
ACS
387
Archford Capital Strategies
Illinois
– -$397K -8,322 Closed
FAM
388
Foothills Asset Management
Arizona
– -$345K -7,225 Closed
BA
389
Birinyi Associates
Connecticut
– -$239K -5,000 Closed
CG
390
Cutler Group
California
– -$229K -4,800 Closed
NCM
391
Noesis Capital Mangement
Florida
– -$215K -4,514 Closed
WAM
392
Wolverine Asset Management
Illinois
– -$210K -4,400 Closed
AAS
393
Annex Advisory Services
Wisconsin
– -$203K -4,245 Closed
PPA
394
Parametric Portfolio Associates
Washington
– -$202K -4,241 Closed
EWM
395
Evercore Wealth Management
New York
– -$118K -2,465 Closed
WAM
396
Wealthspire Advisors (Maryland)
Maryland
– -$93K -1,940 Closed
PWM
397
Paulson Wealth Management
Illinois
– -$44K -918 Closed
LA
398
Legacy Advisors
Pennsylvania
– -$25K -535 Closed
FFG
399
Ford Financial Group
California
– -$16K -345 Closed
AIM
400
Arcadia Investment Management
Michigan
– -$15K -305 Closed
13 14 15
16
17