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 %
SWIG
451
Strategic Wealth Investment Group
Kentucky
$354K -$29.2K -496 -8%
TF
452
TLWM Financial
Texas
$354K +$61.1K +1,040 +21%
B
453
Bailard
California
$350K +$23.9K +406 +7%
DWM
454
Darwin Wealth Management
Florida
$347K +$705 +12 +0.2%
CWM
455
Castle Wealth Management
Florida
$346K – – –
WI
456
WBI Investments
New Jersey
$345K +$35.2K +598 +11%
RBC
457
Romano Brothers & Co
Illinois
$344K -$11.8K -200 -3%
PTC
458
Private Trust Company
Ohio
$343K -$178K -3,021 -34%
PSF
459
Pacific Sun Financial
California
$343K +$1.76K +30 +0.5%
GI
460
Gradient Investments
Minnesota
$338K +$4.88K +83 +1%
VA
461
Valmark Advisers
Ohio
$337K -$150K -2,544 -31%
HI
462
Harbour Investments
Wisconsin
$337K -$5.94K -101 -2%
JSW
463
Journey Strategic Wealth
New Jersey
$335K – – –
AP
464
Appleton Partners
Massachusetts
$335K -$18.5K -315 -5%
CSI
465
Cross Staff Investments
New York
$334K -$37.2K -632 -10%
FA
466
Flagstar Advisors
New York
$328K +$328K +5,587 New
SWM
467
SFG Wealth Management
Maryland
$328K -$6.41K -109 -2%
KPWS
468
Kestra Private Wealth Services
Texas
$324K -$54.3K -923 -14%
AWM
469
Avior Wealth Management
Nebraska
$322K +$187K +3,242 +139%
LWM
470
Ledge Wealth Management
Minnesota
$320K -$2.18K -37 -0.7%
DA
471
Detalus Advisors
Missouri
$316K -$12.6K -215 -4%
WA
472
WBH Advisory
Maryland
$315K +$34.9K +594 +12%
CIBC World Market
473
CIBC World Market
Ontario, Canada
$313K – – –
MCCP
474
Mission Creek Capital Partners
California
$313K – – –
USCWA
475
U.S. Capital Wealth Advisors
Texas
$313K +$11.2K +191 +4%
17 18
19
20 21