SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

687 hedge funds and large institutions have $5.08B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 303 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
10.95%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.41%
New
55
Increased
190
Reduced
303
Closed
61
Calls
$2.48M
Puts
$2.69M
Net Calls
-$206K
Net Calls Change
-$5.07M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$57.2M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$32.6M
3
APF
Alaska Permanent Fund
Alaska
+$23.1M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$19.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$18.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$97.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$57.3M
3
LPL Financial
LPL Financial
California
-$32.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.3M
5
HNB
Huntington National Bank
Ohio
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
426
Astoria Portfolio Advisors
New York
$428K -$65.8K -1,130 -13%
PA
427
Pinnacle Associates
New York
$427K +$59 +1 +0%
ECAM
428
East Coast Asset Management
Massachusetts
$423K – – –
GCA
429
Gradient Capital Advisors
California
$423K -$2.65K -45 -0.6%
FFA
430
Fragasso Financial Advisors
Pennsylvania
$422K +$4.59K +78 +1%
SG
431
StoneX Group
New York
$415K -$24.2K -411 -6%
HS
432
Horan Securities
United States
$415K -$98.6K -1,677 -19%
MIM
433
Merrion Investment Management
New Jersey
$412K – – –
TCOO
434
Trust Company of Oklahoma
Oklahoma
$408K +$207K +3,513 +102%
AGA
435
Arkos Global Advisors
Texas
$404K +$59 +1 +0%
HFA
436
High Falls Advisors
New York
$403K -$22.4K -381 -5%
BFO
437
Biltmore Family Office
North Carolina
$402K – – –
KWA
438
Kingswood Wealth Advisors
California
$394K +$104K +1,765 +36%
TA
439
TrueWealth Advisors
Alabama
$392K -$19.6K -334 -5%
JFG
440
Jefferies Financial Group
New York
$391K -$310K -5,276 -44%
TCOV
441
Trust Company of Vermont
Vermont
$390K -$10.5K -179 -3%
HIA
442
HTG Investment Advisors
Connecticut
$389K -$14.3K -243 -4%
SWM
443
Segment Wealth Management
Texas
$386K +$588 +10 +0.2%
DAS
444
Dynamic Advisor Solutions
Arizona
$386K -$22.4K -381 -5%
AWM
445
Atticus Wealth Management
Florida
$383K -$119K -2,019 -24%
SHA
446
Seneca House Advisors
Virginia
$377K -$8.59K -146 -2%
WB
447
WesBanco Bank
West Virginia
$376K – – –
CCM
448
Cox Capital Management
Massachusetts
$374K +$29.8K +507 +9%
PCIA
449
Prime Capital Investment Advisors
Kansas
$366K -$11.6K -198 -3%
RBFC
450
Roman Butler Fullerton & Co
Missouri
$362K +$1.7K +29 +0.5%
16 17
18
19 20