SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

522 hedge funds and large institutions have $5.99B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 208 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+30
Holders Change %
+6.1%
% of All Funds
11.36%
Holding in Top 10
61
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22%
% of All Funds
1.33%
New
75
Increased
208
Reduced
147
Closed
38
Calls
$6.96M
Puts
$18M
Net Calls
-$11.1M
Net Calls Change
-$17.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$558M
2
GA
2
Gateway Advisory
New Jersey
$94.2M
3
PFS
3
Prospera Financial Services
Texas
$50.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$131M
5
Bank of America
5
Bank of America
North Carolina
$925M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$14.5M
2
JPLA
2
Joseph P. Lucia & Associates
New York
$769K
3
UBS Group
3
UBS Group
Switzerland
$102M
4
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$0
5
HNB
5
Huntington National Bank
Ohio
$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
401
Sequoia Financial Advisors
Ohio
$231K -$1.32K -24 -0.6%
JA
402
JVL Associates
Michigan
$229K – – –
ME
403
McIlrath & Eck
Washington
$228K – – –
SAS
404
Stelac Advisory Services
New York
$225K +$51.8K +940 +30%
ATPW
405
Ashton Thomas Private Wealth
Arizona
$224K -$750K -13,632 -77%
Lido Advisors
406
Lido Advisors
California
$220K -$16.9K -308 -7%
AP
407
Appleton Partners
Massachusetts
$220K +$220K +3,993 New
FWM
408
Foresight Wealth Management
Utah
$218K -$46.9K -852 -18%
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$215K -$19.1K -346 -8%
MIA
410
MainStreet Investment Advisors
Illinois
$215K +$215K +3,900 New
CAC
411
Certified Advisory Corp
Florida
$212K +$989 +18 +0.5%
NL
412
NWAM LLC
Washington
$209K -$6.94K -126 -3%
SIA
413
Starfire Investment Advisers
Michigan
$207K +$207K +3,771 New
SBWM
414
Sunflower Bank Wealth Management
Arizona
$206K +$206K +3,745 New
TFA
415
TPG Financial Advisors
Oregon
$204K +$204K +3,622 New
TFO
416
Tarbox Family Office
California
$204K +$204K +3,701 New
AAMA
417
Advanced Asset Management Advisors
Ohio
$203K -$21.6K -392 -10%
Prudential Financial
418
Prudential Financial
New Jersey
$203K +$203K +3,692 New
OIA
419
Optimum Investment Advisors
Illinois
$199K +$27.6K +500 +16%
CBT
420
Capital Bank & Trust
California
$197K +$136K +2,475 +225%
SFSIG
421
San Francisco Sentry Investment Group
California
$195K – – –
FCMT
422
Founders Capital Management (Texas)
Texas
$194K – – –
TL
423
TrueWealth LLC
Georgia
$189K -$23.6K -429 -11%
FANJ
424
Financial Architects (New Jersey)
New Jersey
$182K +$3.86K +70 +2%
GRP
425
Global Retirement Partners
California
$170K +$126K +2,291 +285%
15 16
17
18 19