SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

582 hedge funds and large institutions have $4.42B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 134 increasing their positions, 257 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+14
Holders Change %
+2.46%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.4%
New
62
Increased
134
Reduced
257
Closed
40
Calls
$3.27M
Puts
$2.52M
Net Calls
+$745K
Net Calls Change
+$180K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$518M
2
Morgan Stanley
2
Morgan Stanley
New York
$648M
3
PI
3
PFS Investments
Georgia
$77.1M
4
FSA
4
Financial Services Advisory
Maryland
$12.1M
5
CS
5
Credit Suisse
Switzerland
$50.8M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
AWM
2
AE Wealth Management
Kansas
$4.66M
3
Invesco
3
Invesco
Georgia
$621M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$61M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$6.23M +$112K +1,837 +2%
WOSD
77
WFA of San Diego
California
$5.94M -$319K -5,238 -5%
MIAN
78
Mariner Independent Advisor Network
Kansas
$5.83M +$2.35M +38,621 +68%
CA
79
Cetera Advisors
Colorado
$5.75M +$403K +6,613 +8%
Creative Planning
80
Creative Planning
Kansas
$5.68M +$1.8M +29,577 +47%
SFWC
81
Strategic Family Wealth Counselors
New Jersey
$5.6M -$20.4K -335 -0.4%
FTUS
82
Flow Traders U.S.
New York
$5.5M +$4.24M +69,677 +337%
JGIA
83
Jackson Grant Investment Advisers
Connecticut
$5.41M -$72.2K -1,186 -1%
SP
84
Symmetry Partners
Connecticut
$5.38M +$284K +4,657 +6%
NA
85
NewEdge Advisors
Louisiana
$5.37M -$410K -6,732 -7%
MWM
86
MinichMacGregor Wealth Management
New York
$5.3M +$220K +3,608 +4%
SC
87
Scotia Capital
Ontario, Canada
$5.29M +$375K +6,161 +8%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$5.22M -$538K -8,840 -9%
HFA
89
Hoover Financial Advisors
Pennsylvania
$5.15M – – –
CRC
90
Curi RMB Capital
Illinois
$4.99M -$349K -5,724 -7%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$4.97M -$30.4M -456,698 -86%
JWCA
92
J.W. Cole Advisors
Florida
$4.95M +$1.41M +23,078 +40%
IAN
93
Integrated Advisors Network
Texas
$4.93M +$1.65M +27,169 +50%
PA
94
PFG Advisors
Arizona
$4.92M -$711K -11,665 -13%
FHA
95
Flagship Harbor Advisors
Massachusetts
$4.88M -$32.5K -534 -0.7%
ACM
96
Ashford Capital Management
Delaware
$4.83M +$717K +11,772 +17%
OWM
97
Opes Wealth Management
California
$4.8M -$396K -6,506 -8%
AIP
98
Ahrens Investment Partners
Louisiana
$4.67M -$25.1K -412 -0.5%
AWM
99
AE Wealth Management
Kansas
$4.66M -$53.4M -876,468 -92%
BAM
100
Belpointe Asset Management
Nevada
$4.66M +$19.4K +319 +0.4%
2 3
4
5 6