SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

687 hedge funds and large institutions have $5.08B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 303 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
10.95%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.41%
New
55
Increased
190
Reduced
303
Closed
61
Calls
$2.48M
Puts
$2.69M
Net Calls
-$206K
Net Calls Change
-$5.07M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$57.9M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
$32.6M
3
APF
Alaska Permanent Fund
Alaska
$191M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$19.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$70.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$218M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$85.8M
3
LPL Financial
LPL Financial
California
$183M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$0
5
HNB
Huntington National Bank
Ohio
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
126
XML Financial
Maryland
$4.34M +$1.56M +26,453 +56%
NCM
127
Northwest Capital Management
Oregon
$4.25M -$119K -2,030 -3%
Goldman Sachs
128
Goldman Sachs
New York
$4.16M -$1.25M -21,343 -23%
PCFFS
129
Pacific Center for Financial Services
California
$4.11M +$6.53K +111 +0.2%
CS
130
Comerica Securities
Michigan
$4.03M +$59K +1,003 +1%
TPW
131
Transatlantique Private Wealth
New York
$3.98M +$11.2K +190 +0.3%
KA
132
Klingman & Associates
New York
$3.67M -$500K -8,500 -12%
CFC
133
Client First Capital
California
$3.61M -$347K -5,897 -9%
HCA
134
Harbor Capital Advisors
Illinois
$3.45M +$3.45M +5,873 New
AFP
135
Ausdal Financial Partners
Iowa
$3.27M -$238K -4,048 -7%
DWA
136
Delos Wealth Advisors
Texas
$3.27M -$32.6K -532 -1%
KFGK
137
Keystone Financial Group (Kentucky)
Kentucky
$3.27M +$2.41M +41,047 +282%
CIAS
138
Capital Investment Advisory Services
North Carolina
$3.25M +$348K +5,919 +12%
GA
139
Geller Advisors
New York
$3.25M -$58.8K -1,000 -2%
WOSD
140
WFA of San Diego
California
$3.22M -$153K -2,598 -5%
AAS
141
Ameritas Advisory Services
Nebraska
$3.22M +$856K +14,507 +36%
JWCA
142
J.W. Cole Advisors
Florida
$3.11M -$55.1K -938 -2%
Amundi
143
Amundi
France
$3.11M +$3.11M +52,900 New
NYLIM
144
New York Life Investment Management
New York
$3.08M +$183K +3,109 +6%
JWWM
145
Johnson & White Wealth Management
Pennsylvania
$3.07M -$187K -3,187 -6%
MIA
146
Milestone Investment Advisors
Wisconsin
$3.01M -$70.5K -1,200 -2%
AWMS
147
Advocacy Wealth Management Services
Georgia
$3M – – –
SWP
148
Stratos Wealth Partners
Ohio
$2.92M -$80.5K -1,369 -3%
FHA
149
First Horizon Advisors
Tennessee
$2.89M – – –
FIM
150
Freedom Investment Management
Connecticut
$2.8M +$1.45M +24,626 +107%
4 5
6
7 8