SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

287 hedge funds and large institutions have $3.66B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 126 increasing their positions, 73 reducing their positions, and 22 closing their positions.

Holders
287
Holders Change
+24
Holders Change %
+9.13%
% of All Funds
7.67%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.8%
New
50
Increased
126
Reduced
73
Closed
22
Calls
$10.3M
Puts
$11.8M
Net Calls
-$1.54M
Net Calls Change
-$1.01M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$384M
2
Morgan Stanley
2
Morgan Stanley
New York
$416M
3
Ameriprise
3
Ameriprise
Minnesota
$98.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$84.4M
5
GA
5
Gateway Advisory
New Jersey
$62.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$96.8M
2
CS
2
Credit Suisse
Switzerland
$20.4M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$171M
4
WIM
4
Windhaven Investment Management
Massachusetts
$315M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$10.3M -$26.7M -622,810 -72%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$10.2M +$939K +21,995 +10%
TFA
53
Transamerica Financial Advisors
Florida
$9.95M +$1.1M +25,797 +12%
HA
54
Harfst & Associates
Wyoming
$9.67M +$695K +16,257 +8%
IA
55
IndexIQ Advisors
New York
$9.38M +$9.3M +217,431 +12,270%
NC
56
NewSquare Capital
Pennsylvania
$9.19M +$3.33M +77,731 +57%
CAL
57
Capital Advisors Ltd
Ohio
$9.04M +$232K +5,419 +3%
JWM
58
Jacobus Wealth Management
Wisconsin
$9M -$31.6K -738 -0.3%
SAM
59
Securian Asset Management
Minnesota
$8M – – –
IAA
60
Ironsides Asset Advisors
North Carolina
$7.66M +$2.66M +62,187 +53%
FF
61
Friedenthal Financial
New Jersey
$7.47M -$628K -14,682 -8%
UB
62
UMB Bank
Missouri
$7.2M +$48.7K +1,138 +0.7%
JGIA
63
Jackson Grant Investment Advisers
Connecticut
$6.88M +$464K +10,846 +7%
DWA
64
Dorsey Wright & Associates
California
$6.86M -$583K -13,623 -8%
HNB
65
Huntington National Bank
Ohio
$6.3M -$200K – –
JWA
66
JFS Wealth Advisors
Pennsylvania
$6.06M +$343K +8,008 +6%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$5.72M +$1.22M +28,551 +27%
KA
68
Klingman & Associates
New York
$5.38M -$97.1K -2,270 -2%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$5.27M +$156K +3,635 +3%
BPB
70
Badgley, Phelps & Bell
Washington
$5.21M +$152K +3,544 +3%
Citigroup
71
Citigroup
New York
$4.9M -$2M -46,760 -29%
EFS
72
Essex Financial Services
Connecticut
$4.87M +$486K +11,364 +11%
WIC
73
Woodmont Investment Counsel
Tennessee
$4.75M -$335K -7,832 -7%
BFPW
74
BOK Financial Private Wealth
Colorado
$4.75M +$4.75M +110,921 New
FSA
75
Financial Sense Advisors
California
$4.72M +$778K +18,193 +20%
1 2
3
4 5