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 %
RWMG
201
Redwood Wealth Management Group
New Jersey
$1.66M -$185K -2,642 -10%
HIS
202
Harvest Investment Services
Illinois
$1.65M +$833K +11,896 +102%
QIM
203
Quantitative Investment Management
Virginia
$1.64M +$1.64M +23,483 New
GWWM
204
Great Waters Wealth Management
Minnesota
$1.62M -$13K -186 -0.8%
William Blair & Company
205
William Blair & Company
Illinois
$1.61M +$85.9K +1,227 +6%
DADC
206
D.A. Davidson & Co
Montana
$1.59M +$25.4K +363 +2%
SW
207
SteelPeak Wealth
California
$1.58M -$27.4K -391 -2%
AWA
208
Amplius Wealth Advisors
Pennsylvania
$1.58M -$24.9K -356 -2%
LIWM
209
Long Island Wealth Management
New York
$1.54M +$4.34K +62 +0.3%
NWM
210
Northcape Wealth Management
New York
$1.52M -$72.6K -1,037 -5%
CPRC
211
Consolidated Portfolio Review Corp
New York
$1.51M +$192K +2,738 +14%
Millennium Management
212
Millennium Management
New York
$1.51M +$915K +13,074 +153%
1C
213
111 Capital
France
$1.51M +$1.51M +21,599 New
QC
214
Quadrature Capital
United Kingdom
$1.5M +$1.5M +21,442 New
CAM
215
Cresset Asset Management
Illinois
$1.48M -$486K -6,949 -25%
FTUS
216
Flow Traders U.S.
New York
$1.47M +$1.47M +20,962 New
TPW
217
Transatlantique Private Wealth
New York
$1.46M +$36.8K +526 +3%
ASN
218
Advisory Services Network
Georgia
$1.45M -$150K -2,143 -9%
TP
219
Tranquility Partners
Tennessee
$1.45M -$11K -157 -0.8%
BFM
220
Boston Financial Management
Massachusetts
$1.45M – – –
VWA
221
Visionary Wealth Advisors
Illinois
$1.43M -$45.2K -646 -3%
TWP
222
Tempus Wealth Planning
California
$1.43M -$24.2K -346 -2%
LI
223
LMCG Investments
Massachusetts
$1.41M +$499K +7,124 +55%
ATPW
224
Ashton Thomas Private Wealth
Arizona
$1.4M -$106K -1,515 -7%
JIC
225
Johnson Investment Counsel
Ohio
$1.39M -$36.8K -525 -3%
7 8
9
10 11