SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

685 hedge funds and large institutions have $5.04B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 313 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-39
Holders Change %
-5.39%
% of All Funds
9.93%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.33%
New
46
Increased
193
Reduced
313
Closed
72
Calls
$3.92M
Puts
$1.11M
Net Calls
+$2.81M
Net Calls Change
-$1.23M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$528M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$206M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$38.1M
4
GAA
4
Global Assets Advisory
Florida
$38.2M
5
HF
5
HRT Financial
New York
$19.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$840M
2
Invesco
2
Invesco
Georgia
$110M
3
BL
3
Balentine LLC
Georgia
$350K
4
TPI
4
Trust Point Inc
Wisconsin
$3.06M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
76
Squarepoint
New York
$7.52M -$3.67M -55,655 -33%
Creative Planning
77
Creative Planning
Kansas
$7.34M -$46K -699 -0.6%
LHWM
78
Lake Hills Wealth Management
Texas
$7.33M -$632K -9,601 -8%
HWM
79
HB Wealth Management
Georgia
$7.25M -$18.1K -275 -0.2%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$7.2M -$479K -7,271 -6%
CTWM
81
Cherry Tree Wealth Management
Minnesota
$7.07M -$393K -5,964 -5%
HP
82
Hyperion Partners
Pennsylvania
$6.95M -$59.5K -903 -0.8%
AP
83
Advisors Preferred
Maryland
$6.86M +$300K +4,589 +5%
JGIA
84
Jackson Grant Investment Advisers
Connecticut
$6.7M +$612K +9,287 +10%
AFTS
85
American Financial & Tax Strategies
New York
$6.67M -$120K -1,828 -2%
OWM
86
Opes Wealth Management
California
$6.64M +$1.12M +16,940 +20%
TFA
87
Transamerica Financial Advisors
Florida
$6.63M +$1.62M +24,545 +32%
Truist Financial
88
Truist Financial
North Carolina
$6.5M -$348K -5,280 -5%
FPB
89
First PREMIER Bank
South Dakota
$6.43M -$201K -3,047 -3%
HIIFS
90
Harel Insurance Investments & Financial Services
Israel
$6.38M -$999K -15,174 -14%
CM
91
Crestline Management
Texas
$6.11M -$1.8M -27,275 -23%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$6.09M -$104K -1,579 -2%
SFWC
93
Strategic Family Wealth Counselors
New Jersey
$6.08M -$16.3K -248 -0.3%
MML Investors Services
94
MML Investors Services
Massachusetts
$5.98M -$2.72M -41,346 -31%
EFS
95
Essex Financial Services
Connecticut
$5.93M -$214K -3,245 -3%
BMCM
96
Burns Matteson Capital Management
New York
$5.83M -$1.24M -18,897 -18%
JWCA
97
J.W. Cole Advisors
Florida
$5.76M +$2.33M +35,331 +68%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$5.67M -$52.6K -798 -0.9%
AC
99
Avestar Capital
New York
$5.65M +$3.12M +47,432 +124%
UB
100
UMB Bank
Missouri
$5.58M -$197K -2,984 -3%
2 3
4
5 6