SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

522 hedge funds and large institutions have $5.99B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 208 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+30
Holders Change %
+6.1%
% of All Funds
11.36%
Holding in Top 10
61
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22%
% of All Funds
1.33%
New
75
Increased
208
Reduced
147
Closed
38
Calls
$6.96M
Puts
$18M
Net Calls
-$11.1M
Net Calls Change
-$17.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$558M
2
GA
2
Gateway Advisory
New Jersey
$94.2M
3
PFS
3
Prospera Financial Services
Texas
$50.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$131M
5
Bank of America
5
Bank of America
North Carolina
$925M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$14.5M
2
JPLA
2
Joseph P. Lucia & Associates
New York
$769K
3
UBS Group
3
UBS Group
Switzerland
$102M
4
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$0
5
HNB
5
Huntington National Bank
Ohio
$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
476
MUFG Americas
New York
$36K – – –
AIM
477
Advantage Investment Management
Iowa
$35K – – –
BWM
478
BerganKDV Wealth Management
Minnesota
$34K – – –
DAM
479
Delta Asset Management
Tennessee
$34K +$34K +612 New
FNB
480
Farmers National Bank
Kentucky
$32K – – –
SSB
481
Sandy Spring Bank
Maryland
$30K – – –
SIM
482
Sonora Investment Management
Arizona
$28K -$6.72K -120 -19%
FMII
483
Farmers & Merchants Investments Inc
Nebraska
$28K – – –
PGAM
484
Princeton Global Asset Management
New Jersey
$27K – – –
TWA
485
TCI Wealth Advisors
Arizona
$26K -$180K -3,208 -87%
LWM
486
Liberty Wealth Management
California
$26K – – –
MF
487
Manchester Financial
California
$25K +$25K +451 New
VFA
488
Valeo Financial Advisors
Indiana
$23K – – –
AWM
489
Avior Wealth Management
Nebraska
$23K +$23K +422 New
BWA
490
Burt Wealth Advisors
Maryland
$22K -$3.06K -55 -12%
RFA
491
Reilly Financial Advisors
California
$22K – – –
NSB
492
Norway Savings Bank
Maine
$20K – – –
LFG
493
Larson Financial Group
Missouri
$20K +$111 +2 +0.6%
1IA
494
1834 Investment Advisors
Wisconsin
$20K +$20K +355 New
AF
495
Allworth Financial
California
$18K – – –
EDRH
496
Edmond de Rothschild Holding
Switzerland
$18K +$18K +330 New
OAJ
497
Ogorek Anthony Joseph
New York
$17K – – –
AIM
498
Anchor Investment Management
South Carolina
$16.5K – – –
WT
499
Whittier Trust
California
$16K – – –
EK
500
Evensky & Katz
Florida
$16K +$113 +2 +0.7%
18 19
20
21 22