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
$55.9M
4
BCI
Brinker Capital Investments
Pennsylvania
$26.2M
5
PC
Permanens Capital
New York
$25.6M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$342M
3
Bank of America
Bank of America
North Carolina
$308M
4
JFA
Johanson Financial Advisors
California
$1.04M
5
GA
Gateway Advisory
New Jersey
$939K
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
676
Moors & Cabot
Massachusetts
– -$214K -3,664 Closed
TFA
677
TPG Financial Advisors
Oregon
– -$211K -3,622 Closed
RSWM
678
Robertson Stephens Wealth Management
California
– -$211K -3,619 Closed
AA
679
Apriem Advisors
California
– -$210K -3,600 Closed
DWA
680
Divergent Wealth Advisors
Utah
– -$209K -3,574 Closed
NB
681
NBT Bank
New York
– -$204K -3,493 Closed
JAWM
682
J. Arnold Wealth Management
Ohio
– -$204K -3,489 Closed
ISB
683
Iowa State Bank
Iowa
– -$203K -3,474 Closed
EIG
684
Ellenbecker Investment Group
Wisconsin
– -$202K -3,465 Closed
BRC
685
Bell Rock Capital
Delaware
– -$152K -2,607 Closed
AC
686
AlphaCore Capital
California
– -$117K -2,002 Closed
SQA
687
Simon Quick Advisors
New Jersey
– -$106K -1,812 Closed
HWM
688
Howard Wealth Management
Connecticut
– -$92K -1,578 Closed
PMFA
689
Plante Moran Financial Advisors
Michigan
– -$84K -1,435 Closed
MWP
690
MYCIO Wealth Partners
Pennsylvania
– -$83K -1,418 Closed
TCWM
691
Total Clarity Wealth Management
Illinois
– -$64K -1,105 Closed
TF
692
TimeScale Financial
Massachusetts
– -$47K -818 Closed
FMII
693
Farmers & Merchants Investments Inc
Nebraska
– -$29K -500 Closed
SMG
694
Smart Money Group
Texas
– -$22K -367 Closed
KPCM
695
Kings Point Capital Management
New York
– -$21K -354 Closed
GDP
696
Great Diamond Partners
Maine
– -$17K -300 Closed
TI
697
tru Independence
Oregon
– -$14K -300 Closed
CWM
698
Cedar Wealth Management
California
– -$16K -278 Closed
RCA
699
Ranch Capital Advisors
Florida
– -$9K -158 Closed
IFWM
700
Institute for Wealth Management
Colorado
– -$7K -128 Closed
25 26 27
28
29