SPLV icon

Invesco S&P 500 Low Volatility ETF

685 hedge funds and large institutions have $5.04B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 313 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-39
Holders Change %
-5.39%
% of All Funds
9.93%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.33%
New
46
Increased
193
Reduced
313
Closed
72
Calls
$3.92M
Puts
$1.11M
Net Calls
+$2.81M
Net Calls Change
-$1.23M
Name Holding Trade Value Shares
Change
Shares
Change %
MSG
451
Main Street Group
Virginia
$330K +$8.32K +127 +3%
CIA
452
Choate Investment Advisors
Massachusetts
$329K
AWM
453
Apollon Wealth Management
South Carolina
$325K
PW
454
Peninsula Wealth
California
$324K
IP
455
Investment Partners
Ohio
$324K +$1.19K +18 +0.4%
CFGS
456
Concourse Financial Group Securities
Alabama
$323K +$37.3K +566 +13%
TW
457
Transform Wealth
Colorado
$323K +$323K +4,900 New
IW
458
Imprint Wealth
South Carolina
$322K +$29.2K +446 +10%
SL
459
Salomon & Ludwin
Virginia
$321K -$703K -10,672 -69%
CWM
460
Castle Wealth Management
Florida
$320K -$17.3K -263 -5%
SWM
461
SFG Wealth Management
Maryland
$320K +$725 +11 +0.2%
WMA
462
Wealth Management Associates
New Jersey
$319K +$650 +10 +0.2%
ES
463
ETF Store
Kansas
$319K +$99.3K +1,507 +45%
LWM
464
Lodestone Wealth Management
Washington
$319K +$4.74K +72 +2%
CA
465
CoreCap Advisors
Michigan
$316K -$2.44K -37 -0.8%
APWA
466
Atlas Private Wealth Advisors
New Jersey
$315K -$512K -7,777 -62%
Balyasny Asset Management
467
Balyasny Asset Management
Illinois
$315K +$315K +4,781 New
AQR Capital Management
468
AQR Capital Management
Connecticut
$314K +$314K +4,774 New
TA
469
TrueWealth Advisors
Alabama
$314K -$4.61K -70 -1%
LWMG
470
Levy Wealth Management Group
Pennsylvania
$313K
CRI
471
Colonial River Investments
Virginia
$312K -$73.4K -1,114 -19%
HBW
472
Hazlett, Burt & Watson
West Virginia
$311K +$395 +6 +0.1%
DC
473
Davenport & Co
Virginia
$311K -$133K -2,014 -30%
USCWA
474
U.S. Capital Wealth Advisors
Texas
$310K +$2.83K +43 +0.9%
DP
475
Divergent Planning
Maryland
$308K