SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

492 hedge funds and large institutions have $5.25B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 188 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+33
Holders Change %
+7.19%
% of All Funds
10.67%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.08%
New
75
Increased
188
Reduced
150
Closed
35
Calls
$7.74M
Puts
$1.7M
Net Calls
+$6.04M
Net Calls Change
+$4.98M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$857M
2
Morgan Stanley
Morgan Stanley
New York
$473M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$59.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$70.9M
5
PAG
Private Advisor Group
New Jersey
$36.2M

Top Sellers

1
GI
Gradient Investments
Minnesota
$313M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.06M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$24.4M
4
UBS Group
UBS Group
Switzerland
$119M
5
Wells Fargo
Wells Fargo
California
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
451
MUFG Americas
New York
$35K – – –
PA
452
Parallel Advisors
California
$35K – – –
AIM
453
Advantage Investment Management
Iowa
$34K – – –
SIM
454
Sonora Investment Management
Arizona
$33K -$6.44K -121 -16%
BWM
455
BerganKDV Wealth Management
Minnesota
$33K +$2.91K +55 +10%
BBNA
456
Bremer Bank National Association
Minnesota
$32K +$32K +600 New
FNB
457
Farmers National Bank
Kentucky
$30K +$30K +574 New
SSB
458
Sandy Spring Bank
Maryland
$28K – – –
PGAM
459
Princeton Global Asset Management
New Jersey
$26K +$26K +495 New
FMII
460
Farmers & Merchants Investments Inc
Nebraska
$26K +$26K +500 New
IWP
461
Icon Wealth Partners
Texas
$26K +$26K +500 New
LWM
462
Liberty Wealth Management
California
$24K – – –
BWA
463
Burt Wealth Advisors
Maryland
$24K – – –
VFA
464
Valeo Financial Advisors
Indiana
$22K – – –
RFA
465
Reilly Financial Advisors
California
$21K – – –
NSB
466
Norway Savings Bank
Maine
$19K – – –
LFG
467
Larson Financial Group
Missouri
$19K +$106 +2 +0.6%
AF
468
Allworth Financial
California
$17K – – –
WT
469
Whittier Trust
California
$16K – – –
OAJ
470
Ogorek Anthony Joseph
New York
$16K – – –
AIM
471
Anchor Investment Management
South Carolina
$15.8K – – –
LGWM
472
Litman Gregory Wealth Management
California
$15K – – –
JFGIW
473
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K – – –
EK
474
Evensky & Katz
Florida
$14K +$50 +1 +0.4%
JPLA
475
Joseph P. Lucia & Associates
New York
$10.3K +$10.3K +541,079 New
17 18
19
20 21