SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

707 hedge funds and large institutions have $5.64B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 295 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.15%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.52%
New
60
Increased
209
Reduced
295
Closed
59
Calls
$5.52M
Puts
$653K
Net Calls
+$4.86M
Net Calls Change
-$26M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$629M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$144M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$146M
4
GCM
4
Ghisallo Capital Management
Massachusetts
$15M
5
NC
5
NewSquare Capital
Pennsylvania
$22.7M

Top Sellers

1
DCC
1
Dow Chemical Company
Michigan
$251M
2
MTWSIF
2
Mivtachim The Workers Social Insurance Fund
Israel
$0
3
Bank of America
3
Bank of America
North Carolina
$337M
4
LPL Financial
4
LPL Financial
California
$231M
5
Ameriprise
5
Ameriprise
Minnesota
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
26
Hantz Financial Services
Michigan
$40.2M +$998K +15,886 +3%
SEI Investments
27
SEI Investments
Pennsylvania
$39.6M -$3.74M -59,537 -9%
AWM
28
AE Wealth Management
Kansas
$28.9M +$6.58M +104,839 +30%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$28.8M -$2.98M -47,390 -9%
GF
30
Genworth Financial
Virginia
$28.1M – – –
ACM
31
Armbruster Capital Management
New York
$26.9M +$656K +10,450 +2%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$26.3M -$6.74M -107,368 -20%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.2M -$1.03M -16,405 -4%
NEPWA
34
New England Private Wealth Advisors
Massachusetts
$25.7M -$1.31M -20,890 -5%
Lido Advisors
35
Lido Advisors
California
$25.3M +$4.38M +69,699 +21%
PFS
36
Prospera Financial Services
Texas
$24.2M +$10.9M +173,317 +82%
RJA
37
Raymond James & Associates
Florida
$23.8M +$816K +12,985 +4%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$23.8M +$941K +14,980 +4%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$23.8M +$233K +3,706 +1%
HNB
40
Huntington National Bank
Ohio
$22.9M -$20.5M – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$22.8M -$671K -10,682 -3%
NC
42
NewSquare Capital
Pennsylvania
$22.7M +$13.7M +217,753 +151%
PAG
43
Private Advisor Group
New Jersey
$22.2M -$2.11M -33,573 -9%
OLVIG
44
Oliver Lagore Vanvalin Investment Group
Michigan
$20.6M +$6.89M +109,774 +50%
CAG
45
Csenge Advisory Group
Florida
$18.5M +$452K +7,203 +3%
ST
46
Spinnaker Trust
Maine
$17.3M -$681K -10,838 -4%
Two Sigma Investments
47
Two Sigma Investments
New York
$16.5M +$4.2M +66,943 +34%
Stifel Financial
48
Stifel Financial
Missouri
$15.7M -$6.51M -103,639 -29%
JWA
49
JFS Wealth Advisors
Pennsylvania
$15.4M +$47K +748 +0.3%
CWP
50
Cyndeo Wealth Partners
Florida
$15.1M -$4.93M -78,515 -25%
1
2
3 4 5