SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

302 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 89 reducing their positions, and 21 closing their positions.

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.6%
New
36
Increased
120
Reduced
89
Closed
21
Calls
$2.56M
Puts
$7.38M
Net Calls
-$4.83M
Net Calls Change
-$900K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$573M
2
Bank of America
2
Bank of America
North Carolina
$754M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$69.7M
4
GA
4
Gateway Advisory
New Jersey
$71.6M
5
LPT
5
Legacy Private Trust
Wisconsin
$31.2M

Top Sellers

1
Citigroup
1
Citigroup
New York
$8.39M
2
WIM
2
Windhaven Investment Management
Massachusetts
$228M
3
Goldman Sachs
3
Goldman Sachs
New York
$15.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10.1M
5
Invesco
5
Invesco
Georgia
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$754M 16,858,150 +1,747,224 +12%
Morgan Stanley
2
Morgan Stanley
New York
$573M 12,819,627 +2,576,965 +25%
WIM
3
Windhaven Investment Management
Massachusetts
$228M 5,096,071 -459,513 -8%
Invesco
4
Invesco
Georgia
$165M 3,695,589 -122,610 -3%
Ameriprise
5
Ameriprise
Minnesota
$128M 2,872,935 +42,040 +1%
Wells Fargo
6
Wells Fargo
California
$114M 2,541,080 -122,369 -5%
UBS Group
7
UBS Group
Switzerland
$112M 2,513,348 -96,811 -4%
LPL Financial
8
LPL Financial
California
$85.4M 1,908,898 -9,903 -0.5%
GA
9
Gateway Advisory
New Jersey
$71.6M 1,601,731 +841,433 +111%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$71.2M 1,591,467 -44,384 -3%
MML Investors Services
11
MML Investors Services
Massachusetts
$69.7M 1,557,484 +1,557,484 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$43.1M 964,196 +171,129 +22%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$34.4M 769,488 +38,580 +5%
LPT
14
Legacy Private Trust
Wisconsin
$31.2M 697,936 +636,191 +1,030%
PFS
15
Prospera Financial Services
Texas
$30.9M 694,175 +13,969 +2%
SBL
16
Sargent Bickham Lagudis
Colorado
$28.1M 627,228 +66,276 +12%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$27.9M 623,412 +48,648 +8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$25.3M 565,948 +91,134 +19%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$23.9M 536,310 +50,368 +10%
RJA
20
Raymond James & Associates
Florida
$23.8M 533,044 +9,985 +2%
EK
21
Evensky & Katz
Florida
$23.6M 528,184 +7,368 +1%
NC
22
NewSquare Capital
Pennsylvania
$23.2M 551,807 -17,951 -3%
PAG
23
Private Advisor Group
New Jersey
$21.7M 487,430 +22,169 +5%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$16.9M 378,301 +47,270 +14%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$15.8M 353,684 +75,772 +27%
1
2 3 4 5