SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

592 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 119 increasing their positions, 275 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+34
Holders Change %
+6.09%
% of All Funds
10.5%
Holding in Top 10
31
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-24.39%
% of All Funds
0.55%
New
93
Increased
119
Reduced
275
Closed
49
Calls
$22.2M
Puts
$7.44M
Net Calls
+$14.8M
Net Calls Change
-$3.35M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$263M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$57.5M
3
Morgan Stanley
Morgan Stanley
New York
$396M
4
FI
FormulaFolio Investments
Michigan
$41.9M
5
PFS
Prospera Financial Services
Texas
$31.5M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$57.4M
3
CC
Cassaday & Co
Virginia
$874K
4
Bank of America
Bank of America
North Carolina
$360M
5
TEE
Tibra Equities Europe
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
451
Albion Financial Group
Utah
$206K -$19.9M -354,548 -99%
Man Group
452
Man Group
United Kingdom
$205K -$1.25M -22,318 -86%
BRWM
453
B. Riley Wealth Management
Tennessee
$200K -$110K -1,961 -35%
KTC
454
Kistler-Tiffany Companies
Pennsylvania
$191K -$66.3K -1,176 -26%
FPFS
455
First Personal Financial Services
North Carolina
$184K -$284K -5,039 -61%
AAP
456
Arax Advisory Partners
Colorado
$184K -$16.3K -289 -8%
WFA
457
West Financial Advisors
Iowa
$169K +$169K +3,000 New
NL
458
NVWM LLC
Pennsylvania
$162K -$113K -2,017 -41%
TFA
459
Transamerica Financial Advisors
Florida
$155K -$11.2K -198 -7%
TFS
460
TrustCore Financial Services
Tennessee
$154K – – –
FRA
461
Front Row Advisors
California
$151K – – –
AIM
462
Anchor Investment Management
South Carolina
$148K – – –
BW
463
Bison Wealth
Georgia
$146K +$56 +1 +0%
SIAG
464
Safeguard Investment Advisory Group
California
$144K +$144K +2,571 New
BSSFA
465
Baron Silver Stevens Financial Advisors
Florida
$143K +$143K +2,559 New
FCMT
466
Founders Capital Management (Texas)
Texas
$141K +$141K +2,510 New
ST
467
Smithfield Trust
Pennsylvania
$140K – – –
RIM
468
Rockbridge Investment Management
New York
$131K +$112 +2 +0.1%
WTC
469
WhitTier Trust Company
Nevada
$126K – – –
RDFA
470
Ritter Daniher Financial Advisory
Ohio
$124K +$124K +2,200 New
AIC
471
Archer Investment Corporation
Indiana
$123K -$7.76K -138 -6%
CAL
472
Capital Analysts LLC
Pennsylvania
$121K -$29.5K -527 -20%
RA
473
Reby Advisors
Connecticut
$120K +$120K +2,136 New
GEA
474
Glen Eagle Advisors
New Jersey
$117K +$281 +5 +0.2%
CF
475
Centaurus Financial
California
$116K -$58.6K -1,040 -34%
17 18
19
20 21