SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

540 hedge funds and large institutions have $6.52B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 225 increasing their positions, 149 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+18
Holders Change %
+3.45%
% of All Funds
11.86%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
1.47%
New
62
Increased
225
Reduced
149
Closed
42
Calls
$7.68M
Puts
$13.4M
Net Calls
-$5.74M
Net Calls Change
+$5.32M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$79.9M
2
Wells Fargo
Wells Fargo
California
+$41.6M
3
AWE
Avidian Wealth Enterprises
Texas
+$40.8M
4
Invesco
Invesco
Georgia
+$29.7M
5
LPL Financial
LPL Financial
California
+$27.9M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
-$130M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$47.1M
3
GA
Gateway Advisory
New Jersey
-$45.1M
4
CS
Credit Suisse
Switzerland
-$20.8M
5
TFA
Transamerica Financial Advisors
Florida
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
176
Beaumont Financial Advisors
Massachusetts
$2.38M -$138K -2,383 -5%
JIC
177
Johnson Investment Counsel
Ohio
$2.38M +$21.5K +371 +0.9%
Manulife (Manufacturers Life Insurance)
178
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.37M +$415K +7,179 +21%
CIAS
179
Capital Investment Advisory Services
North Carolina
$2.36M +$73.6K +1,271 +3%
SSWM
180
Sheets Smith Wealth Management
North Carolina
$2.33M +$72.9K +1,259 +3%
Creative Planning
181
Creative Planning
Kansas
$2.32M -$111K -1,913 -5%
RJT
182
Raymond James Trust
Florida
$2.32M -$379K -6,540 -14%
WCM
183
WealthBridge Capital Management
Ohio
$2.24M +$151K +2,611 +7%
SP
184
SWS Partners
Ohio
$2.19M -$140K -2,444 -6%
BAM
185
Belpointe Asset Management
Nevada
$2.18M +$223K +3,843 +11%
KFA
186
Kays Financial Advisory
Georgia
$2.15M -$65.6K -1,133 -3%
CA
187
Calton & Associates
Florida
$2.13M +$605K +10,445 +40%
MIFH
188
Migdal Insurance & Financial Holdings
Israel
$2.11M -$90.7K -1,570 -4%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$2.1M +$112K +1,928 +6%
PWG
190
Private Wealth Group
Florida
$2.09M – – –
HA
191
Harfst & Associates
Wyoming
$2.09M -$3.47K -60 -0.2%
PFT
192
Providence First Trust
Arizona
$2.06M -$177K -3,050 -8%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$2.06M – – –
DADC
194
D.A. Davidson & Co
Montana
$2.05M +$114K +1,964 +6%
AIC
195
Ameritas Investment Company
Nebraska
$2.05M +$372K +6,427 +22%
BFPW
196
BOK Financial Private Wealth
Colorado
$1.99M -$100K -1,735 -5%
AA
197
Ancora Advisors
Ohio
$1.98M -$22.9K -395 -1%
PF
198
Phoenix Financial
Israel
$1.96M +$1.96M +35,403 New
WA
199
Wambolt & Associates
Colorado
$1.91M +$29.6K +511 +2%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$1.9M +$118K +2,036 +7%
6 7
8
9 10