SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

707 hedge funds and large institutions have $5.64B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 295 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.15%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.52%
New
60
Increased
209
Reduced
295
Closed
59
Calls
$5.52M
Puts
$653K
Net Calls
+$4.86M
Net Calls Change
-$26M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$52.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$42.5M
4
GCM
Ghisallo Capital Management
Massachusetts
+$15M
5
NC
NewSquare Capital
Pennsylvania
+$13.7M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
-$101M
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
-$75.4M
3
Bank of America
Bank of America
North Carolina
-$69.2M
4
LPL Financial
LPL Financial
California
-$67.6M
5
Ameriprise
Ameriprise
Minnesota
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
376
Bedel Financial Consulting
Indiana
$669K +$251 +4 +0%
Brown Advisory
377
Brown Advisory
Maryland
$669K +$146K +2,326 +28%
LFAS
378
Level Four Advisory Services
Texas
$662K -$17.7K -282 -3%
WF
379
Warner Financial
Maryland
$656K – – –
SWP
380
Summit Wealth Partners
Florida
$646K – – –
BCI
381
Brinker Capital Investments
Pennsylvania
$645K -$323K -5,150 -33%
OPS
382
Orion Portfolio Solutions
Nebraska
$645K -$323K -5,150 -33%
BC
383
Bartlett & Co
Ohio
$636K – – –
BCWM
384
Bartlett & Co Wealth Management
Ohio
$636K – – –
MWM
385
Modera Wealth Management
New Jersey
$635K +$238K +3,788 +60%
YC
386
Yarbrough Capital
Tennessee
$628K -$592K -9,429 -49%
OCM
387
One Capital Management
California
$622K -$31.5K -501 -5%
CRI
388
Colonial River Investments
Virginia
$620K -$178K -2,830 -22%
Millennium Management
389
Millennium Management
New York
$619K +$393K +6,262 +174%
IP
390
Ignite Planners
California
$605K +$282K +4,539 +88%
CBFP
391
Cedar Brook Financial Partners
Ohio
$597K +$2.26K +36 +0.4%
TSWM
392
Tyler-Stone Wealth Management
Ohio
$596K +$596K +9,494 New
Vontobel Holding
393
Vontobel Holding
Switzerland
$590K +$590K +9,401 New
RDWM
394
Red Door Wealth Management
Tennessee
$578K – – –
OW
395
Olistico Wealth
Oklahoma
$577K -$20.2K -322 -3%
Fifth Third Bancorp
396
Fifth Third Bancorp
Ohio
$577K -$1.7K -27 -0.3%
LI
397
LMCG Investments
Massachusetts
$570K +$144K +2,291 +34%
AWM
398
Axxcess Wealth Management
California
$567K -$70K -1,115 -11%
KL
399
KWMG LLC
Kansas
$566K -$685K -10,910 -55%
VVP
400
Venture Visionary Partners
Ohio
$558K -$8.79K -140 -2%
14 15
16
17 18