SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

744 hedge funds and large institutions have $6.86B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 239 increasing their positions, 251 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+62
Holders Change %
+9.09%
% of All Funds
12%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.71%
New
126
Increased
239
Reduced
251
Closed
49
Calls
$23.4M
Puts
$13.5M
Net Calls
+$9.89M
Net Calls Change
+$8.05M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$239M
2
Bank of America
Bank of America
North Carolina
+$183M
3
LPL Financial
LPL Financial
California
+$71.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$42.2M
5
DCC
Dow Chemical Company
Michigan
+$38M

Top Sellers

1
Citigroup
Citigroup
New York
-$45.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$34.2M
3
BMM
Berkshire Money Management
Massachusetts
-$24.4M
4
NC
NewSquare Capital
Pennsylvania
-$17.7M
5
Goldman Sachs
Goldman Sachs
New York
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
526
Apollon Wealth Management
South Carolina
$297K -$45.2K -708 -13%
CG
527
CFO4Life Group
Texas
$295K +$1.6K +25 +0.5%
C
528
CFO4Life
Texas
$295K +$295K +4,616 New
BCP
529
Berkeley Capital Partners
Georgia
$295K +$6.58K +103 +2%
FWP
530
Falcon Wealth Planning
California
$294K – – –
SMC
531
Smith, Moore & Co
Missouri
$294K +$53K +829 +22%
CS
532
Credit Suisse
Switzerland
$293K -$5.49M -85,957 -95%
APP
533
Avantax Planning Partners
Iowa
$292K +$6.39K +100 +2%
RSWM
534
Robertson Stephens Wealth Management
California
$284K -$3.51K -55 -1%
NDSI
535
Newman Dignan & Sheerar Inc
Rhode Island
$283K +$283K +4,428 New
SB
536
Strategic Blueprint
Georgia
$283K -$17.4K -273 -6%
KPWS
537
Kestra Private Wealth Services
Texas
$282K +$282K +4,413 New
CAG
538
Curtis Advisory Group
California
$281K +$281K +4,398 New
HBW
539
Hazlett, Burt & Watson
West Virginia
$281K +$1.54K +24 +0.5%
IP
540
Intellectus Partners
California
$280K +$320 +5 +0.1%
GVAG
541
Great Valley Advisor Group
Delaware
$279K +$7.16K +112 +3%
RIA
542
Regal Investment Advisors
Michigan
$275K -$82K -1,283 -23%
CFS
543
CRA Financial Services
New Jersey
$272K +$320 +5 +0.1%
ZF
544
Zhang Financial
Michigan
$270K – – –
FANJ
545
Financial Architects (New Jersey)
New Jersey
$267K +$15.1K +236 +6%
Manulife (Manufacturers Life Insurance)
546
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$266K – – –
KFS
547
Kaizen Financial Strategies
California
$265K – – –
MHS
548
M Holdings Securities
Oregon
$264K +$264K +4,116 New
BWP
549
Balboa Wealth Partners
Arizona
$263K +$319 +5 +0.1%
CFGSD
550
Compass Financial Group (South Dakota)
South Dakota
$261K +$261K +4,091 New
20 21
22
23 24