Invesco S&P 500 Low Volatility ETF (SPLV) Institutional Ownership

$66.13
+0.15 (+0.23%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV)

Number of
Institutional Buyers
(last 12 months)
354
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
396
Total
Institutional Outflows
(last 12 months)
$869.85M
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SPLV Institutional Buying and Selling by Quarter

Invesco S&P 500 Low Volatility ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 XML Financial LLC76,140$5.02M0.5%-2.2%0.070%
5/17/2024 Jaffetilchin Investment Partners LLC32,009$2.11M0.2%-7.2%0.030%
5/17/2024 Comerica Bank23,100$1.52M0.0%-85.1%0.021%
5/17/2024 Pineridge Advisors LLC1,600$105K0.0%+16.2%0.001%
5/17/2024 Creekmur Asset Management LLC46,836$3.09M1.1%-6.6%0.043%
5/16/2024 Jane Street Group LLC61,393$4.04M0.0%-66.2%0.057%
5/16/2024 B. Riley Wealth Advisors Inc.41,417$2.73M0.1%+8.1%0.038%
5/16/2024 Ancora Advisors LLC14,140$931K0.0%-1.3%0.013%
5/16/2024 Dynasty Wealth Management LLC505,943$33.33M1.1%N/A0.468%
5/16/2024 Waverly Advisors LLC41,099$2.71M0.1%+16.4%0.038%
5/15/2024 Kestra Advisory Services LLC665,728$43.85M0.3%+4.3%0.616%
5/14/2024 Axxcess Wealth Management LLC7,979$526K0.0%-61.9%0.007%
5/14/2024 EP Wealth Advisors LLC32,801$2.16M0.0%-4.0%0.030%
5/14/2024 CreativeOne Wealth LLC24,154$1.59M0.1%+6.7%0.022%
5/14/2024 Burns Matteson Capital Management LLC88,488$5.83M3.3%-17.6%0.082%
5/14/2024 Lake Street Advisors Group LLC3,547$234K0.0%N/A0.003%
5/11/2024 Beaumont Financial Advisors LLC11,228$740K0.1%+2.8%0.010%
5/11/2024 Jacobi Capital Management LLC6,859$452K0.0%-9.1%0.006%
5/11/2024 Edgestream Partners L.P.5,092$335K0.0%-27.0%0.005%
5/11/2024 Patten & Patten Inc. TN15,231$1.00M0.1%+9.6%0.014%
5/10/2024 Osaic Holdings Inc.632,493$41.67M0.1%-9.6%0.585%
5/10/2024 Viawealth LLC12,111$798K0.5%-3.0%0.011%
5/9/2024 Picton Mahoney Asset Management158,249$10.43M0.3%-31.0%0.146%
5/9/2024 HBK Sorce Advisory LLC4,082$269K0.0%+20.2%0.004%
5/9/2024 Clearwater Capital Advisors LLC11,351$748K0.1%-1.7%0.010%
5/9/2024 Koshinski Asset Management Inc.13,395$882K0.1%-11.9%0.012%
5/8/2024 Cozad Asset Management Inc.63,843$4.21M0.4%-7.0%0.059%
5/8/2024 Bell Investment Advisors Inc151,496$9.98M2.0%-1.6%0.140%
5/8/2024 Sheets Smith Wealth Management33,444$2.20M0.2%-0.9%0.031%
5/8/2024 Advisors Preferred LLC104,801$6.86M1.2%+4.6%0.097%
5/8/2024 Winthrop Capital Management LLC18,752$1.24M0.6%+9.0%0.017%
5/8/2024 Avantax Advisory Services Inc.135,863$8.95M0.1%+4.3%0.126%
5/8/2024 US Bancorp DE7,828$516K0.0%-18.8%0.007%
5/8/2024 Tranquility Partners LLC23,198$1.53M0.6%-2.5%0.021%
5/8/2024 Thoroughbred Financial Services LLC22,887$1.51M0.1%-16.0%0.021%
5/7/2024 Sfmg LLC6,881$453K0.0%-8.6%0.006%
5/7/2024 Sei Investments Co.489,750$32.26M0.0%-4.8%0.453%
5/7/2024 Bedel Financial Consulting Inc.10,666$703K0.1%-6.5%0.010%
5/7/2024 Concurrent Investment Advisors LLC16,296$1.07M0.0%-12.7%0.015%
5/7/2024 Redwood Wealth Management Group LLC29,540$1.95M2.1%-5.4%0.027%
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5/7/2024 49 Wealth Management LLC3,123$204K0.0%-12.3%0.003%
5/7/2024 Hantz Financial Services Inc.408,685$26.92M8.8%-9.4%0.378%
5/7/2024 Highland Capital Management LLC10,875$716K0.0%+8.8%0.010%
5/7/2024 Nvwm LLC1,873$123K0.0%-16.7%0.002%
5/7/2024 Oppenheimer & Co. Inc.44,769$2.95M0.0%-8.6%0.041%
5/7/2024 PFG Advisors34,584$2.28M0.2%-3.9%0.032%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management18,393$1.21M0.0%+69.0%0.017%
5/7/2024 Wealthspire Advisors LLC27,041$1.78M0.0%-18.9%0.025%
5/6/2024 Quantbot Technologies LP7,542$497K0.0%N/A0.007%
5/6/2024 Envestnet Portfolio Solutions Inc.3,677$242K0.0%-83.4%0.003%
5/6/2024 CFO4Life Group LLC6,414$422K0.1%+28.0%0.006%
5/6/2024 MGB Wealth Management LLC19,299$1.27M0.5%-1.9%0.018%
5/6/2024 Ballast Inc.181,028$11.92M3.8%+1.3%0.167%
5/6/2024 TFG Advisers LLC11,553$761K0.3%-11.0%0.011%
5/6/2024 Advisory Alpha LLC24,284$1.60M0.1%-1.2%0.022%
5/4/2024 Geneos Wealth Management Inc.78,141$5.15M0.2%-26.9%0.072%
5/4/2024 Csenge Advisory Group150,160$9.89M0.6%-39.0%0.139%
5/4/2024 Joseph P. Lucia & Associates LLC9,611$633K0.3%-2.3%0.009%
5/4/2024 Glassman Wealth Services2,181$144K0.0%+100.5%0.002%
5/3/2024 Avidian Wealth Solutions LLC11,066$729K0.0%-6.1%0.010%
5/3/2024 WealthTrust Asset Management LLC3,154$208K0.2%N/A0.003%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,153$274K0.0%-95.2%0.004%
5/3/2024 Smith Salley Wealth Management15,227$1.00M0.1%N/A0.014%
5/2/2024 Diversified LLC3,485$230K0.0%N/A0.003%
5/2/2024 Salomon & Ludwin LLC4,878$321K0.0%-68.6%0.005%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC378,212$24.91M0.6%-2.0%0.350%
5/2/2024 First Command Advisory Services Inc.24,000$1.58M0.0%-19.3%0.022%
5/2/2024 Horan Securities Inc.4,256$280K0.1%-28.4%0.004%
5/2/2024 Lincoln National Corp36,028$2.37M0.0%-1.7%0.033%
5/2/2024 Choreo LLC12,389$816K0.0%-12.0%0.011%
5/2/2024 Schaeffer Financial LLC37,079$2.44M2.4%-0.6%0.034%
5/2/2024 Moloney Securities Asset Management LLC11,492$757K0.1%-4.1%0.011%
5/1/2024 Cherry Tree Wealth Management LLC107,328$7.07M1.8%-5.3%0.099%
5/1/2024 Janney Montgomery Scott LLC355,328$23.41M0.1%+0.4%0.329%
5/1/2024 BNP Paribas Financial Markets30,778$2.03M0.0%+4,157.0%0.028%
5/1/2024 Intelligence Driven Advisers LLC3,131$206K0.0%-23.3%0.003%
5/1/2024 TKG Advisors LLC7,825$515K0.3%-3.0%0.007%
5/1/2024 Klingman & Associates LLC58,411$3.85M0.3%-1.7%0.054%
5/1/2024 Alta Wealth Advisors LLC3,129$206K0.1%-17.7%0.003%
5/1/2024 Concourse Financial Group Securities Inc.4,908$323K0.0%+13.0%0.005%
5/1/2024 BOK Financial Private Wealth Inc.3,266$215K0.0%+30.2%0.003%
5/1/2024 Wambolt & Associates LLC8,161$534K0.2%-33.4%0.007%
5/1/2024 Northcape Wealth Management LLC24,757$1.63M0.6%-4.5%0.022%
5/1/2024 Diversify Advisory Services LLC15,725$1.03M0.1%N/A0.014%
4/30/2024 Private Advisor Group LLC346,015$22.79M0.2%+3.8%0.303%
4/30/2024 Consolidated Portfolio Review Corp12,746$840K0.2%-21.8%0.011%
4/30/2024 J.W. Cole Advisors Inc.87,392$5.76M0.3%+67.9%0.077%
4/30/2024 HB Wealth Management LLC110,087$7.25M0.1%-0.2%0.097%
4/30/2024 WealthBridge Capital Management LLC34,090$2.25M0.8%-1.3%0.030%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.96,814$6.38M0.1%-13.5%0.085%
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4/30/2024 Arkadios Wealth Advisors10,189$671K0.1%+12.8%0.009%
4/30/2024 Perigon Wealth Management LLC23,351$1.54M0.0%+118.3%0.020%
4/29/2024Commonwealth Equity Services LLC1,562,444$102.92M0.2%+0.6%1.370%
4/29/2024 ETF Store Inc.4,842$319K0.2%+45.2%0.004%
4/29/2024 Benjamin F. Edwards & Company Inc.75,517$4.97M0.1%+12,486.2%0.066%
4/29/2024 Castle Wealth Management LLC4,865$320K0.2%-5.1%0.004%
4/29/2024 Onyx Bridge Wealth Group LLC15,820$1.01M0.2%-1.7%0.014%
4/29/2024 American Capital Advisory LLC17,632$1.10M0.8%+15.4%0.015%
4/27/2024 Vigilare Wealth Management76,459$5.04M2.5%-21.1%0.067%
4/26/2024 Pinnacle Associates Ltd.6,637$437K0.0%-9.2%0.006%
(Data available from 1/1/2016 forward)

SPLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPLV shares?

During the previous two years, 796 institutional investors and hedge funds held shares of Invesco S&P 500 Low Volatility ETF. The most heavily invested institutionals were Morgan Stanley ($573.44M), Bank of America Corp DE ($522.41M), Invesco Ltd. ($521.72M), Balentine LLC ($336.00M), LPL Financial LLC ($296.54M), Dow Chemical Co. DE ($251.14M), and Alaska Permanent Fund Corp ($199.42M).Learn more on SPLV's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Low Volatility ETF stock?

Of the 655 institutional investors that purchased Invesco S&P 500 Low Volatility ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Balentine LLC ($6.87M), Dow Chemical Co. DE ($4M), Alaska Permanent Fund Corp ($3.95M), Bank of Montreal Can ($3.65M), Bank of America Corp DE ($2.86M), LPL Financial LLC ($2.53M), and Global Assets Advisory LLC ($2.46M).

How much institutional buying is happening at Invesco S&P 500 Low Volatility ETF?

Institutional investors have bought a total of 58,688,142 shares in the last 24 months. This purchase volume represents approximately $3.61B in transactions.

Which Invesco S&P 500 Low Volatility ETF major shareholders have been selling company stock?

Of the 533 institutional investors that sold Invesco S&P 500 Low Volatility ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($2.58M), Dow Chemical Co. DE ($1.61M), Balentine LLC ($1.51M), Citigroup Inc. ($1.22M), AE Wealth Management LLC ($1.11M), Hsbc Holdings PLC ($937.68K), and Wealth Enhancement Advisory Services LLC ($899.58K).

How much institutional selling is happening at Invesco S&P 500 Low Volatility ETF?

Institutional investors have sold a total of 30,126,298 shares in the last 24 months. This volume of shares sold represents approximately $1.87B in transactions.


This page (NYSEARCA:SPLV) was last updated on 5/18/2024 by MarketBeat.com Staff

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