SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

592 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 119 increasing their positions, 275 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+34
Holders Change %
+6.09%
% of All Funds
10.5%
Holding in Top 10
31
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-24.39%
% of All Funds
0.55%
New
93
Increased
119
Reduced
275
Closed
49
Calls
$22.2M
Puts
$7.44M
Net Calls
+$14.8M
Net Calls Change
-$3.35M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$263M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$57.5M
3
Morgan Stanley
Morgan Stanley
New York
$396M
4
FI
FormulaFolio Investments
Michigan
$41.9M
5
PFS
Prospera Financial Services
Texas
$31.5M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$57.4M
3
CC
Cassaday & Co
Virginia
$874K
4
Bank of America
Bank of America
North Carolina
$360M
5
TEE
Tibra Equities Europe
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
201
Optimal Asset Management
California
$1.56M +$1.56M +27,804 New
HSBC Holdings
202
HSBC Holdings
United Kingdom
$1.56M -$4.42M -78,891 -74%
HAS
203
HBW Advisory Services
California
$1.55M -$375K -6,665 -20%
SPI
204
Santori & Peters Inc
Pennsylvania
$1.54M -$99K -1,749 -6%
MIH
205
Meitav Investment House
Israel
$1.51M +$1.51M +26,907 New
ONST
206
Old North State Trust
North Carolina
$1.5M -$296K -5,268 -17%
CAG
207
Crestwood Advisors Group
Massachusetts
$1.49M -$123K -2,195 -8%
AA
208
Ancora Advisors
Ohio
$1.46M -$430K -7,655 -23%
WFM
209
Wolff Financial Management
Michigan
$1.44M -$29.1K -517 -2%
GWSG
210
GPS Wealth Strategies Group
Colorado
$1.37M -$86K -1,529 -6%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$1.33M -$110K -1,949 -8%
CWA
212
Clearview Wealth Advisors
Oregon
$1.32M +$1.32M +23,410 New
DWM
213
Darwin Wealth Management
Florida
$1.31M -$273K -4,861 -17%
SWM
214
SeaCrest Wealth Management
New York
$1.3M -$102K -1,807 -7%
CCP
215
Corient Capital Partners
California
$1.29M -$63.9K -1,136 -5%
AWS
216
AJ Wealth Strategies
New York
$1.28M – – –
PP
217
Patten & Patten
Tennessee
$1.28M -$11K -195 -0.9%
JPLA
218
Joseph P. Lucia & Associates
New York
$1.27M -$179K -3,175 -12%
SP
219
SWS Partners
Ohio
$1.27M -$67.2K -1,195 -5%
TP
220
Tranquility Partners
Tennessee
$1.26M -$80.1K -1,425 -6%
GWM
221
Gray Wealth Management
Maine
$1.25M -$216K -3,839 -15%
LC
222
Landaas & Company
Wisconsin
$1.24M -$34.9K -620 -3%
FHA
223
First Horizon Advisors
Tennessee
$1.23M -$119K -2,121 -9%
NFG
224
Next Financial Group
Texas
$1.22M -$113K -2,015 -8%
TWM
225
Trinity Wealth Management
Pennsylvania
$1.19M +$1.19M +21,149 New
7 8
9
10 11