SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

215 hedge funds and large institutions have $1.9B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 81 reducing their positions, and 22 closing their positions.

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
6.01%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.5%
New
26
Increased
69
Reduced
81
Closed
22
Calls
$331K
Puts
$5.62M
Net Calls
-$5.29M
Net Calls Change
-$1.37M

Top Buyers

1
RIM
1
Rampart Investment Management
Connecticut
$55M
2
GI
2
Gradient Investments
Minnesota
$52.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$39.1M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$24.1M
5
TFA
5
Transamerica Financial Advisors
Florida
$38.7M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$370M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$70.1M
3
CS
3
Credit Suisse
Switzerland
$6.87M
4
Wells Fargo
4
Wells Fargo
California
$128M
5
UBS Group
5
UBS Group
Switzerland
$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$481K +$14.7K +408 +3%
OIA
127
Optimum Investment Advisors
Illinois
$473K +$473K +13,158 New
WI
128
WBI Investments
New Jersey
$468K +$11.8K +328 +3%
SB
129
Suntrust Banks
Georgia
$463K +$48.2K +1,345 +12%
Fiera Capital (Canada)
130
Fiera Capital (Canada)
Quebec, Canada
$460K -$377K -10,500 -45%
CWM
131
Concert Wealth Management
California
$443K -$30.3K -844 -6%
ATC
132
Argent Trust Co
Tennessee
$438K -$293K -8,160 -40%
TF
133
Tompkins Financial
New York
$432K -$142K -3,951 -25%
CA
134
Commerzbank Aktiengesellschaft
Germany
$417K -$89.4K -2,490 -18%
LNC
135
Lincoln National Corp
Pennsylvania
$417K +$2.21K +61 +0.5%
AA
136
Ancora Advisors
Ohio
$403K -$8.84K -246 -2%
FF
137
Friedenthal Financial
New Jersey
$399K +$1.69K +47 +0.4%
AF
138
Allworth Financial
California
$393K -$145K -4,039 -27%
GC
139
Gibson Capital
Pennsylvania
$393K – – –
VFS
140
VSR Financial Services
Kansas
$380K +$29.9K +833 +9%
PIM
141
Penobscot Investment Management
Massachusetts
$376K – – –
Comerica Bank
142
Comerica Bank
Texas
$369K -$436K -12,100 -54%
LYV
143
Live Your Vision
Pennsylvania
$361K +$28K +779 +8%
FAT
144
First American Trust
California
$352K – – –
RG
145
Rathbones Group
United Kingdom
$351K – – –
V
146
Veritable
Delaware
$348K -$25.1K -698 -7%
FAM
147
Foothills Asset Management
Arizona
$344K +$344K +9,575 New
GT
148
Glenmede Trust
Pennsylvania
$338K -$1.72K -48 -0.5%
BAS
149
Brown Advisory Securities
Maryland
$333K – – –
AIM
150
Advantage Investment Management
Iowa
$323K -$34.9K -971 -10%
4 5
6
7 8