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

Invesco S&P 500 Low Volatility ETF logo
$73.57 +0.12 (+0.16%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$73.54 -0.03 (-0.04%)
As of 08/8/2025 04:20 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
466
Total
Institutional Inflows
(last 12 months)
$15.36B
Number of
Institutional Sellers
(last 12 months)
372
Total
Institutional Outflows
(last 12 months)
$1.12B
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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
8/8/2025 MTM Investment Management LLC12,693$924K0.3%-6.4%0.012%
8/8/2025 Rockefeller Capital Management L.P.81,366$5.93M0.0%+6.2%0.078%
8/8/2025 Kingsview Wealth Management LLC8,870$646K0.0%-20.3%0.009%
8/8/2025 Citizens Financial Group Inc. RI10,947$797K0.0%-3.5%0.011%
8/8/2025 Avantax Advisory Services Inc.209,168$15.23M0.1%+1.5%0.201%
8/8/2025 Thoroughbred Financial Services LLC26,167$1.91M0.1%-1.0%0.025%
8/8/2025 Cetera Investment Advisers599,039$43.62M0.1%+95.8%0.576%
8/8/2025 Creative Planning122,860$8.95M0.0%-5.8%0.118%
8/8/2025 WealthShield Partners LLC11,911$867K0.1%+437.0%0.011%
8/8/2025 Foundations Investment Advisors LLC3,446$251K0.0%-97.8%0.003%
8/8/2025 Kaizen Financial Strategies2,775$202K0.1%-12.9%0.003%
8/8/2025 PNC Financial Services Group Inc.1,140,794$83.07M0.1%-5.2%1.097%
8/8/2025 Apex Wealth Management LLC9,938$724K0.6%N/A0.010%
8/7/2025 Verus Capital Partners LLC4,758$346K0.0%-48.8%0.005%
8/7/2025 New England Private Wealth Advisors LLC381,317$27.75M4.1%+4.1%0.367%
8/7/2025 Lakeridge Wealth Management LLC7,538$549K0.3%-9.0%0.007%
8/7/2025 CENTRAL TRUST Co6,775$493K0.0%-33.9%0.007%
8/7/2025 Vise Technologies Inc.15,034$1.10M0.0%N/A0.014%
8/7/2025 Allworth Financial LP85,996$6.26M0.0%+0.9%0.083%
8/7/2025 PFG Advisors157,849$11.50M0.4%+7.9%0.152%
8/7/2025 Efficient Advisors LLC11,524$839K0.0%N/A0.011%
8/7/2025 Parkside Financial Bank & Trust3,808$277K0.0%-21.9%0.004%
8/6/2025 Prospera Financial Services Inc258,645$18.84M0.4%+13.5%0.249%
8/6/2025 AE Wealth Management LLC30,356$2.21M0.0%-73.3%0.029%
8/6/2025 KCM Investment Advisors LLC3,996$291K0.0%N/A0.004%
8/6/2025 Vestmark Advisory Solutions Inc.447,398$32.58M0.5%N/A0.430%
8/6/2025 Nvwm LLC2,018$147K0.0%+7.7%0.002%
8/6/2025 Bryn Mawr Trust Advisors LLC5,563$405K0.0%+101.4%0.005%
8/6/2025 Headland Capital LLC4,874$355K0.1%-97.7%0.005%
8/6/2025 Modera Wealth Management LLC7,606$554K0.0%-2.0%0.007%
8/6/2025 Tradewinds LLC.8,009$583K0.4%N/A0.008%
8/6/2025 Flagship Private Wealth LLC16,579$1.21M0.5%+5.1%0.016%
8/6/2025 Golden State Wealth Management LLC22,735$1.66M0.2%+1,113.8%0.022%
8/6/2025 Commonwealth Equity Services LLC1,367,310$99.57M0.1%-4.2%1.315%
8/6/2025 SouthState Corp14,410$1.05M0.0%-20.6%0.014%
8/6/2025 Convergence Financial LLC53,626$3.91M0.7%+9.5%0.052%
8/6/2025 First Horizon Advisors Inc.41,257$3.00M0.1%+0.7%0.040%
8/6/2025 TKG Advisors LLC8,963$653K0.3%+9.7%0.009%
8/5/2025 Fourth Dimension Wealth LLC596$43K0.0%-30.2%0.001%
8/5/2025 Arrowroot Family Office LLC11,128$810K0.4%N/A0.011%
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8/5/2025 GPS Wealth Strategies Group LLC12,946$943K0.1%-1.5%0.012%
8/5/2025 Simplex Trading LLC7,184$523K0.0%-68.9%0.007%
8/5/2025 NewSquare Capital LLC450,761$32.82M2.4%-3.2%0.433%
8/5/2025 Advisors Preferred LLC58,753$4.31M0.7%-12.9%0.056%
8/5/2025 Transatlantique Private Wealth LLC21,929$1.60M0.6%+4.6%0.021%
8/5/2025 Optivise Advisory Services LLC9,976$726K0.4%+2.3%0.010%
8/5/2025 Northcape Wealth Management LLC19,103$1.39M0.4%-6.9%0.018%
8/5/2025 American Capital Advisory LLC13,586$989K0.5%-2.6%0.013%
8/5/2025 Bank of New York Mellon Corp800,204$58.27M0.0%+1.4%0.769%
8/5/2025 Continuum Wealth Advisors LLC12,960$944K0.5%-1.1%0.012%
8/5/2025 Verity Asset Management Inc.10,878$792K0.4%N/A0.010%
8/5/2025 Bank of Montreal Can142,708$10.39M0.0%+371.5%0.137%
8/5/2025 Sigma Planning Corp14,241$1.04M0.0%+9.3%0.014%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors48,043$3.50M0.3%+87.1%0.046%
8/5/2025 Harel Insurance Investments & Financial Services Ltd.36,701$2.67M0.0%-62.5%0.035%
8/5/2025 Regal Partners Ltd3,500$255K0.0%N/A0.003%
8/4/2025 Integrity Alliance LLC.6,102$444K0.0%-58.6%0.006%
8/4/2025 Creative Financial Designs Inc. ADV17,289$1.26M0.1%+33.5%0.017%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,888$283K0.0%N/A0.004%
8/4/2025 Kovack Advisors Inc.97,522$7.10M0.7%+648.8%0.094%
8/4/2025 IFG Advisory LLC47,639$3.47M0.2%+8.5%0.046%
8/4/2025 Terril Brothers Inc.2,999$218K0.1%N/A0.003%
8/4/2025 AdvisorShares Investments LLC748,955$54.54M9.8%N/A0.720%
8/4/2025 Assetmark Inc.2,757$201K0.0%+35.3%0.003%
8/4/2025 Spire Wealth Management9,250$674K0.0%+68.2%0.009%
8/4/2025 Hantz Financial Services Inc.307,507$22.39M0.4%-3.5%0.296%
8/4/2025 Arkadios Wealth Advisors44,860$3.27M0.1%-0.9%0.043%
8/4/2025 World Investment Advisors10,151$739K0.0%-70.5%0.010%
8/4/2025 Flagship Harbor Advisors LLC89,436$6.51M0.3%+80.6%0.086%
8/4/2025 Wealth Management Associates Inc.5,775$421K0.2%+5.7%0.006%
8/4/2025 L.M. Kohn & Company10,361$754K0.2%N/A0.010%
8/1/2025 Biltmore Family Office LLC6,025$439K0.1%+7.1%0.006%
8/1/2025 Zhang Financial LLC4,227$308K0.0%-38.8%0.004%
8/1/2025 GGM Financials LLC14,151$1.03M0.2%N/A0.014%
8/1/2025 Petra Financial Advisors Inc.80,228$5.84M3.7%-41.7%0.077%
8/1/2025 GWN Securities Inc.4,120$300K0.1%-83.2%0.004%
8/1/2025 Advisory Alpha LLC25,775$1.88M0.1%-2.7%0.025%
8/1/2025 Brookwood Investment Group LLC13,288$968K0.2%-1.7%0.013%
8/1/2025 First Command Advisory Services Inc.10,981$800K0.0%-5.4%0.011%
8/1/2025 Ashton Thomas Private Wealth LLC18,646$1.36M0.0%-3.6%0.018%
8/1/2025 American Financial & Tax Strategies Inc.89,922$6.55M3.4%-5.8%0.086%
8/1/2025 Solstein Capital LLC1,024$75K0.0%+95.4%0.001%
8/1/2025 Envestnet Asset Management Inc.778,889$56.72M0.0%-3.3%0.749%
7/31/2025 VestGen Investment Management6,534$476K0.3%N/A0.006%
7/31/2025 Whipplewood Advisors LLC10,102$736K0.4%-50.7%0.010%
7/31/2025 Pinnacle Wealth Management Group Inc.58,926$4.29M2.5%+3.7%0.057%
7/31/2025 Moloney Securities Asset Management LLC8,717$635K0.1%+2.9%0.008%
7/31/2025 Opes Wealth Management LLC117,107$8.53M1.5%+5.3%0.113%
7/31/2025 Carnegie Investment Counsel3,774$275K0.0%+10.0%0.004%
7/31/2025 FSM Wealth Advisors LLC7,649$558K0.1%N/A0.007%
This stock could leave NVDA in the dust (Ad)

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7/30/2025 Brookstone Capital Management575,598$41.92M0.5%-7.0%0.553%
7/30/2025 D.A. Davidson & CO.27,911$2.03M0.0%+10.7%0.027%
7/30/2025 Pacific Sun Financial Corp4,536$330K0.2%-17.8%0.004%
7/30/2025 Syntegra Private Wealth Group LLC34,122$2.49M0.3%-0.8%0.033%
7/30/2025 Liberty One Investment Management LLC34,022$2.48M0.3%-2.5%0.033%
7/30/2025 Avidian Wealth Enterprises LLC103,028$7.50M0.3%N/A0.099%
7/30/2025 WESPAC Advisors SoCal LLC12,627$919K0.2%+273.1%0.012%
7/29/2025 Stephens Inc. AR70,580$5.14M0.1%+2.1%0.068%
7/29/2025 Chicago Partners Investment Group LLC22,086$1.62M0.0%+24.7%0.021%
7/29/2025 Joseph P. Lucia & Associates LLC7,506$547K0.2%-2.0%0.007%
(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, 843 institutional investors and hedge funds held shares of Invesco S&P 500 Low Volatility ETF. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($14.11B), Morgan Stanley ($573.44M), Bank of America Corp DE ($476.91M), Balentine LLC ($336.00M), LPL Financial LLC ($267.85M), Dow Chemical Co. DE ($251.14M), and Alaska Permanent Fund Corp ($194.07M).Learn more on Invesco S&P 500 Low Volatility ETF's institutional investors.

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

Of the 639 institutional investors that purchased Invesco S&P 500 Low Volatility ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($193.82M), Global Assets Advisory LLC ($2.58M), Merit Financial Group LLC ($1.72M), Raymond James Financial Inc. ($1.12M), Bank of New York Mellon Corp ($1.11M), International Assets Investment Management LLC ($1.08M), and Picton Mahoney Asset Management ($974.80K).

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

Institutional investors have bought a total of 210,987,657 shares in the last 24 months. This purchase volume represents approximately $15.36B in transactions.

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

Of the 372 institutional investors that sold Invesco S&P 500 Low Volatility ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Montreal Can ($3.09M), Alaska Permanent Fund Corp ($1.90M), Bank of America Corp DE ($1.76M), Merit Financial Group LLC ($1.66M), Envestnet Asset Management Inc. ($888.60K), Bank of New York Mellon Corp ($559.85K), and Dynasty Wealth Management LLC ($485.75K).

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

Institutional investors have sold a total of 15,639,976 shares in the last 24 months. This volume of shares sold represents approximately $1.12B in transactions.



This page (NYSEARCA:SPLV) was last updated on 8/11/2025 by MarketBeat.com Staff
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