SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

737 hedge funds and large institutions have $5.7B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 216 increasing their positions, 259 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+31
Holders Change %
+4.39%
% of All Funds
9.81%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.31%
New
90
Increased
216
Reduced
259
Closed
48
Calls
$2.23M
Puts
$128M
Net Calls
-$125M
Net Calls Change
-$104M

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$121M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$62M
3
PAG
3
Private Advisor Group
New Jersey
$47.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$91.6M
5
SFA
5
Sequoia Financial Advisors
Ohio
$15.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$477M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.1B
3
Citigroup
3
Citigroup
New York
$1.11M
4
SC
4
Sykon Capital
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
176
XML Financial
Maryland
$2.06M +$135K +1,930 +7%
RI
177
Ridgewood Investments
New Jersey
$2M -$11.2K -160 -0.6%
KCPT
178
Kingstone Capital Partners Texas
Texas
$1.98M +$1.98M +28,295 New
PPWM
179
Paragon Private Wealth Management
Kentucky
$1.98M +$40.5K +579 +2%
SWM
180
Silverlake Wealth Management
Vermont
$1.95M +$17.1K +244 +0.9%
JIP
181
Jaffetilchin Investment Partners
Florida
$1.92M +$6.44K +92 +0.3%
TFS
182
Thoroughbred Financial Services
Tennessee
$1.87M -$11.8K -168 -0.6%
TWM
183
Trinity Wealth Management
Pennsylvania
$1.87M +$19.1K +273 +1%
WIC
184
Woodmont Investment Counsel
Tennessee
$1.86M -$86.6K -1,237 -4%
AWA
185
Acorn Wealth Advisors
Michigan
$1.86M -$144K -2,061 -7%
NF
186
Nikulski Financial
Iowa
$1.84M -$4.2K -60 -0.2%
PWM
187
Perigon Wealth Management
California
$1.84M +$186K +2,625 +11%
LWP
188
Laurel Wealth Planning
Minnesota
$1.82M – – –
Renaissance Technologies
189
Renaissance Technologies
New York
$1.81M +$1.81M +25,800 New
CHAM
190
Clear Harbor Asset Management
Connecticut
$1.79M +$60.6K +865 +3%
CW
191
CreativeOne Wealth
Kansas
$1.78M +$24.2K +345 +1%
AA
192
Advisory Alpha
Michigan
$1.75M +$62.6K +894 +4%
IWC
193
Integrated Wealth Concepts
Massachusetts
$1.73M -$339K -4,850 -16%
FTS
194
Fifth Third Securities
Ohio
$1.72M +$123K +1,758 +8%
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$1.71M +$1.71M +24,478 New
MWM
196
MorganRosel Wealth Management
Colorado
$1.7M -$1.82K -26 -0.1%
ONST
197
Old North State Trust
North Carolina
$1.7M – – –
FFA
198
Farther Finance Advisors
California
$1.69M +$462K +6,607 +38%
TF
199
Tompkins Financial
New York
$1.69M +$369K +5,274 +28%
Comerica Bank
200
Comerica Bank
Texas
$1.68M +$406K +5,801 +32%
6 7
8
9 10