SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

687 hedge funds and large institutions have $5.08B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 303 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
10.95%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.41%
New
55
Increased
190
Reduced
303
Closed
61
Calls
$2.48M
Puts
$2.69M
Net Calls
-$206K
Net Calls Change
-$5.07M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$57.2M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$32.6M
3
APF
Alaska Permanent Fund
Alaska
+$23.1M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$19.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$18.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$97.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$57.3M
3
LPL Financial
LPL Financial
California
-$32.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.3M
5
HNB
Huntington National Bank
Ohio
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
551
Richwood Investment Advisors
Ohio
$217K – – –
MCC
552
Money Concepts Capital
Florida
$217K +$4.7K +80 +2%
WP
553
WealthShield Partners
North Carolina
$217K -$664K -11,291 -75%
SFG
554
StrategIQ Financial Group
Indiana
$216K – – –
AA
555
Apriem Advisors
California
$213K – – –
BCP
556
Berkeley Capital Partners
Georgia
$213K -$5.53K -94 -3%
CWMGP
557
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$212K -$74.8K -1,272 -26%
BSW
558
Buckingham Strategic Wealth
Missouri
$211K +$9.99K +170 +5%
WH
559
Whitcomb & Hess
Ohio
$210K -$529 -9 -0.3%
SS
560
Simplicity Solutions
Minnesota
$209K -$119K -2,026 -36%
RWB
561
RMR Wealth Builders
New Jersey
$209K +$706 +12 +0.3%
GBWM
562
Granite Bay Wealth Management
New Hampshire
$207K +$207K +3,290 New
TF
563
Tompkins Financial
New York
$207K +$207K +3,516 New
BWP
564
Balboa Wealth Partners
Arizona
$207K -$20.9K -356 -9%
FPCP
565
Fort Point Capital Partners
California
$206K +$59 +1 +0%
SPWM
566
Schrum Private Wealth Management
Florida
$206K – – –
HA
567
HFG Advisors
Ohio
$206K – – –
NB
568
NBT Bank
New York
$205K – – –
APP
569
Avantax Planning Partners
Iowa
$205K +$1.24K +21 +0.6%
MWAM
570
Manhattan West Asset Management
California
$204K – – –
AL
571
Aspiriant LLC
California
$204K – – –
AIM
572
Anchor Investment Management
South Carolina
$203K – – –
AF
573
Advisornet Financial
Minnesota
$200K -$68.4K -1,163 -25%
JF
574
Joule Financial
Kentucky
$200K – – –
TIAA Trust, National Association
575
TIAA Trust, National Association
North Carolina
$200K +$200K +3,404 New
21 22
23
24 25