SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

744 hedge funds and large institutions have $6.86B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 239 increasing their positions, 251 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+62
Holders Change %
+9.09%
% of All Funds
12%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.71%
New
126
Increased
239
Reduced
251
Closed
49
Calls
$23.4M
Puts
$13.5M
Net Calls
+$9.89M
Net Calls Change
+$8.05M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$470M
2
Bank of America
Bank of America
North Carolina
$522M
3
LPL Financial
LPL Financial
California
$468M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$96.3M
5
DCC
Dow Chemical Company
Michigan
$294M

Top Sellers

1
Citigroup
Citigroup
New York
$96.1M
2
Citadel Advisors
Citadel Advisors
Florida
$11.1M
3
BMM
Berkshire Money Management
Massachusetts
$2.04M
4
NC
NewSquare Capital
Pennsylvania
$9.78M
5
Goldman Sachs
Goldman Sachs
New York
$4.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAA
201
Global Assets Advisory
Florida
$2.5M -$3.26K -51 -0.1%
SPIA
202
Steward Partners Investment Advisory
New York
$2.5M +$168K +2,631 +7%
AC
203
Avant Capital
Louisiana
$2.48M -$97.6K -1,528 -4%
LWP
204
Laurel Wealth Planning
Minnesota
$2.45M -$67.7K -1,059 -3%
DI
205
DFPG Investments
Utah
$2.44M +$2.44M +37,556 New
LOIM
206
Liberty One Investment Management
Illinois
$2.44M -$9.78K -153 -0.4%
JIC
207
Johnson Investment Counsel
Ohio
$2.42M -$394K -6,162 -14%
Daiwa Securities Group
208
Daiwa Securities Group
Japan
$2.42M +$479K +7,500 +25%
WCM
209
WealthBridge Capital Management
Ohio
$2.4M +$7.86K +123 +0.3%
ASN
210
Advisory Services Network
Georgia
$2.37M -$12.6M -197,312 -84%
HIS
211
Harvest Investment Services
Illinois
$2.36M +$123K +1,927 +5%
SSWM
212
Sheets Smith Wealth Management
North Carolina
$2.35M -$31.7K -496 -1%
RAM
213
Riggs Asset Management
Pennsylvania
$2.31M -$4.41K -69 -0.2%
SHWM
214
Silicon Hills Wealth Management
Texas
$2.28M -$248K -3,875 -10%
HNWAG
215
High Net Worth Advisory Group
Florida
$2.27M +$38.9K +608 +2%
EWA
216
EP Wealth Advisors
California
$2.26M +$76.2K +1,193 +3%
NL
217
NVWM LLC
Pennsylvania
$2.24M -$16.9K -264 -0.7%
RJT
218
Raymond James Trust
Florida
$2.24M +$99.4K +1,556 +5%
RWMG
219
Redwood Wealth Management Group
New Jersey
$2.22M +$2.22M +34,713 New
IRC
220
Investors Research Corp
Georgia
$2.19M -$1.28K -20 -0.1%
WIC
221
Woodmont Investment Counsel
Tennessee
$2.18M -$14.4K -225 -0.7%
LNC
222
Lincoln National Corp
Pennsylvania
$2.17M +$17.1K +267 +0.8%
JIP
223
Jaffetilchin Investment Partners
Florida
$2.13M +$215K +3,368 +11%
JFG
224
Jefferies Financial Group
New York
$2.1M +$2.1M +32,877 New
MWPCG
225
Measured Wealth Private Client Group
New Hampshire
$2.1M -$300K -4,698 -13%
7 8
9
10 11