SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

660 hedge funds and large institutions have $5.29B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 234 increasing their positions, 218 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.44%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
65
Increased
234
Reduced
218
Closed
56
Calls
$6.1M
Puts
$23.5M
Net Calls
-$17.4M
Net Calls Change
-$16.2M

Top Buyers

1
LPL Financial
LPL Financial
California
$289M
2
PPA
Parametric Portfolio Associates
Washington
$103M
3
Wells Fargo
Wells Fargo
California
$169M
4
AWM
AE Wealth Management
Kansas
$59M
5
SCA
Stuart Chaussee & Associates
California
$47.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$513M
2
Two Sigma Investments
Two Sigma Investments
New York
$20.6M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$3.93M
4
Invesco
Invesco
Georgia
$593M
5
BAM
BTS Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRC
526
Bell Rock Capital
Delaware
$207K +$2.45K +36 +1%
YIA
527
YHB Investment Advisors
Connecticut
$206K +$206K +3,074 New
KM
528
Kalos Management
Georgia
$205K -$158K -2,459 -44%
BCP
529
Berkeley Capital Partners
Georgia
$205K +$205K +3,056 New
CWM
530
Calamos Wealth Management
Illinois
$204K +$204K +3,038 New
LHWM
531
Lake Hills Wealth Management
Texas
$203K +$203K +3,031 New
BCM
532
BTR Capital Management
California
$201K – – –
WFA
533
West Financial Advisors
Iowa
$201K – – –
NFG
534
Nadler Financial Group
Illinois
$201K +$201K +3,000 New
RCAG
535
Rehmann Capital Advisory Group
Michigan
$200K -$1.14K -17 -0.6%
EDRH
536
Edmond de Rothschild Holding
Switzerland
$195K – – –
FRA
537
Front Row Advisors
California
$180K – – –
SMFG
538
Sumitomo Mitsui Financial Group
Japan
$179K -$11.6K -173 -6%
AIM
539
Anchor Investment Management
South Carolina
$177K – – –
WBC
540
West Branch Capital
Massachusetts
$176K – – –
OA
541
Operose Advisors
Wisconsin
$176K – – –
HA
542
Herold Advisors
New York
$174K +$174K +2,600 New
PCG
543
Private Capital Group
Connecticut
$171K – – –
TFGT
544
TS Financial Group (TSFG)
Illinois
$164K – – –
KTC
545
Kistler-Tiffany Companies
Pennsylvania
$164K – – –
CAL
546
Capital Analysts LLC
Pennsylvania
$164K +$1.81K +27 +1%
RDFA
547
Ritter Daniher Financial Advisory
Ohio
$155K – – –
RIM
548
Rockbridge Investment Management
New York
$152K – – –
WTC
549
WhitTier Trust Company
Nevada
$151K – – –
TFS
550
TrustCore Financial Services
Tennessee
$150K +$119K +1,772 +379%
20 21
22
23 24