SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

633 hedge funds and large institutions have $6.04B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 234 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+93
Holders Change %
+17.22%
% of All Funds
12.5%
Holding in Top 10
85
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.87%
% of All Funds
1.68%
New
137
Increased
234
Reduced
150
Closed
35
Calls
$6.17M
Puts
$8.58M
Net Calls
-$2.4M
Net Calls Change
+$3.33M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$75.1M
2
LPL Financial
2
LPL Financial
California
$239M
3
Invesco
3
Invesco
Georgia
$306M
4
UBS Group
4
UBS Group
Switzerland
$149M
5
GA
5
Geller Advisors
New York
$27.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$504M
2
GI
2
Gradient Investments
Minnesota
$1.07M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$116M
4
Morgan Stanley
4
Morgan Stanley
New York
$554M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$29K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
551
Filbrandt Wealth Management
Wisconsin
$72K +$72K +1,241 New
RG
552
Retirement Group
California
$70K +$70K +1,201 New
KTC
553
Kistler-Tiffany Companies
Pennsylvania
$69K – – –
Bessemer Group
554
Bessemer Group
New Jersey
$69K +$11.3K +196 +20%
PCIA
555
Prime Capital Investment Advisors
Kansas
$68K +$2.69K +46 +4%
CBT
556
Capital Bank & Trust
California
$64K – – –
TCWM
557
Total Clarity Wealth Management
Illinois
$64K +$64K +1,105 New
WQ
558
Wealth Quarterback
New Jersey
$60.1K +$60.1K +1,031 New
PAI
559
Pittenger & Anderson Inc
Nebraska
$60K – – –
DAM
560
Delta Asset Management
Tennessee
$59K – – –
LIA
561
LS Investment Advisors
Michigan
$58K – – –
PCTC
562
Perkins Coie Trust Company
Washington
$58K – – –
SF
563
Synovus Financial
Georgia
$57K – – –
Deutsche Bank
564
Deutsche Bank
Germany
$55K – – –
RFA
565
Reilly Financial Advisors
California
$54K – – –
TPWA
566
TRUE Private Wealth Advisors
Oregon
$54K +$54K +932 New
MSFP
567
Mark Sheptoff Financial Planning
Connecticut
$50K – – –
VRM
568
Vectors Research Management
New York
$50K – – –
VCM
569
Vigilant Capital Management
Maine
$47K – – –
GWS
570
Glassman Wealth Services
Virginia
$47K – – –
TF
571
TimeScale Financial
Massachusetts
$47K – – –
TPCW
572
TD Private Client Wealth
New York
$45.4K +$45.4K +779 New
QCG
573
Quadrant Capital Group
Ohio
$43K +$43K +751 New
AAP
574
Arax Advisory Partners
Colorado
$41K – – –
Toronto Dominion Bank
575
Toronto Dominion Bank
Ontario, Canada
$41K +$41K +700 New
21 22
23
24 25