SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

594 hedge funds and large institutions have $4.42B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 188 increasing their positions, 232 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-39
Holders Change %
-6.16%
% of All Funds
13.12%
Holding in Top 10
67
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.18%
% of All Funds
1.48%
New
78
Increased
188
Reduced
232
Closed
107
Calls
$9.75M
Puts
$10.2M
Net Calls
-$408K
Net Calls Change
+$1.99M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$140M
2
CC
Cassaday & Co
Virginia
+$37.8M
3
AFG
Albion Financial Group
Utah
+$37M
4
BCI
Brinker Capital Investments
Pennsylvania
+$26.1M
5
PC
Permanens Capital
New York
+$25.6M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$190M
2
Morgan Stanley
Morgan Stanley
New York
-$104M
3
Bank of America
Bank of America
North Carolina
-$97.5M
4
JFA
Johanson Financial Advisors
California
-$63.2M
5
GA
Gateway Advisory
New Jersey
-$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMT
476
Founders Capital Management (Texas)
Texas
$177K – – –
BNP Paribas Financial Markets
477
BNP Paribas Financial Markets
France
$171K -$47 -1 -0%
WOC
478
West Oak Capital
California
$171K – – –
AAP
479
Arax Advisory Partners
Colorado
$165K +$132K +2,825 +404%
ACA
480
Atlas Capital Advisors
Wyoming
$163K +$47 +1 +0%
TL
481
TrueWealth LLC
Georgia
$155K -$6.19K -132 -4%
FRA
482
Front Row Advisors
California
$134K +$22K +440 +20%
Bank Julius Baer & Co
483
Bank Julius Baer & Co
Switzerland
$128K +$128K +2,730 New
CAL
484
Capital Analysts LLC
Pennsylvania
$126K -$23.5K -500 -16%
BW
485
Bison Wealth
Georgia
$122K -$244K -5,183 -67%
CAAS
486
Capital Asset Advisory Services
Michigan
$122K -$29K -616 -19%
PO
487
Private Ocean
California
$121K +$46.5K +1,000 +63%
AIC
488
Archer Investment Corporation
Indiana
$120K -$94.2K -2,000 -44%
ST
489
Smithfield Trust
Pennsylvania
$117K – – –
WTC
490
WhitTier Trust Company
Nevada
$106K – – –
VCP
491
Verus Capital Partners
Arizona
$106K +$80.4K +1,715 +314%
EI
492
Ellevest Inc
New York
$99K +$234 +5 +0.2%
GEA
493
Glen Eagle Advisors
New Jersey
$96.6K +$328 +7 +0.3%
MAWCM
494
Mine & Arao Wealth Creation & Management
California
$95K – – –
CTC
495
Central Trust Company
Missouri
$94K – – –
BWL
496
Bogart Wealth LLC
Virginia
$93K -$1.5M -32,005 -94%
GSC
497
G&S Capital
Colorado
$89K -$6.91M -147,778 -99%
CFO
498
CVA Family Office
Colorado
$89K +$89K +1,895 New
GAM
499
Gemmer Asset Management
California
$87K – – –
OIA
500
Optimum Investment Advisors
Illinois
$86K -$73.2K -1,556 -46%
18 19
20
21 22