SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

724 hedge funds and large institutions have $6.07B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 153 increasing their positions, 330 reducing their positions, and 54 closing their positions.

Holders
724
Holders Change
+37
Holders Change %
+5.39%
% of All Funds
10.62%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
101
Increased
153
Reduced
330
Closed
54
Calls
$4.59M
Puts
$547K
Net Calls
+$4.04M
Net Calls Change
+$4.25M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.31B
2
TPI
2
Trust Point Inc
Wisconsin
$145M
3
Bank of America
3
Bank of America
North Carolina
$350M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$122M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$86.8M

Top Sellers

1
Citigroup
1
Citigroup
New York
$5.58M
2
Wells Fargo
2
Wells Fargo
California
$121M
3
APF
3
Alaska Permanent Fund
Alaska
$176M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$43.8M
5
Ameriprise
5
Ameriprise
Minnesota
$82.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.31B 20,870,558 +11,116,588 +114%
Invesco
2
Invesco
Georgia
$561M 8,958,990 +84,760 +1%
Bank of America
3
Bank of America
North Carolina
$350M 5,586,485 +1,885,257 +51%
BL
4
Balentine LLC
Georgia
$336M 5,362,323 -122,562 -2%
DCC
5
Dow Chemical Company
Michigan
$251M 3,998,479 – –
LPL Financial
6
LPL Financial
California
$186M 2,963,797 -155,443 -5%
APF
7
Alaska Permanent Fund
Alaska
$176M 2,814,726 -432,196 -13%
TPI
8
Trust Point Inc
Wisconsin
$145M 2,306,586 +2,306,586 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$142M 2,269,247 +321,275 +16%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$122M 1,953,143 +556,651 +40%
Wells Fargo
11
Wells Fargo
California
$121M 1,933,775 -483,388 -20%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$97.3M 1,552,430 -60,697 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$86.8M 1,385,562 +465,676 +51%
Ameriprise
14
Ameriprise
Minnesota
$82.1M 1,313,275 -328,347 -20%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$81.9M 1,307,465 -46,947 -3%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$77.4M 1,235,358 -2,841 -0.2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$69.4M 1,107,300 -92,915 -8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$67.4M 1,075,724 +91,347 +9%
UBS Group
19
UBS Group
Switzerland
$62M 990,210 -204,538 -17%
EH
20
Equitable Holdings
New York
$46.6M 744,296 -21,841 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$43.8M 699,534 -378,086 -35%
SAM
22
Securian Asset Management
Minnesota
$43.2M 690,000 – –
BCM
23
Brookstone Capital Management
Illinois
$42.9M 684,091 -37,575 -5%
KAS
24
Kestra Advisory Services
Texas
$40M 638,265 -45,430 -7%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$33.8M 540,122 -166,829 -24%
1
2 3 4 5