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

Invesco S&P 500 Low Volatility ETF logo
$72.80 +0.11 (+0.15%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$72.84 +0.04 (+0.06%)
As of 07/18/2025 06:32 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)
445
Total
Institutional Inflows
(last 12 months)
$15.19B
Number of
Institutional Sellers
(last 12 months)
360
Total
Institutional Outflows
(last 12 months)
$1.04B
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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
7/18/2025 TPG Advisors LLC17,509$1.28M0.9%-0.8%0.017%
7/18/2025 Vigilare Wealth Management49,103$3.58M1.3%-75.3%0.047%
7/18/2025 PFG Investments LLC60,480$4.40M0.3%+0.6%0.058%
7/18/2025 Consolidated Portfolio Review Corp23,562$1.72M0.2%+5.0%0.023%
7/18/2025 Midwest Financial Group LLC18,244$1.33M0.7%-1.5%0.017%
7/18/2025 O ROURKE & COMPANY Inc135,431$9.86M4.6%+0.2%0.130%
7/18/2025 Wetzel Investment Advisors Inc.5,941$433K0.2%-7.7%0.006%
7/18/2025 Truist Financial Corp112,391$8.18M0.0%+2.5%0.108%
7/17/2025 XML Financial LLC29,662$2.16M0.2%+2.5%0.028%
7/17/2025 HCR Wealth Advisors5,133$374K0.0%-3.8%0.005%
7/17/2025 G&S Capital LLC58,507$4.26M1.7%+1.9%0.056%
7/17/2025 HB Wealth Management LLC79,124$5.76M0.0%-21.7%0.075%
7/17/2025 Janney Montgomery Scott LLC320,603$23.35M0.1%-1.1%0.305%
7/17/2025 Fifth Third Securities Inc.65,765$4.79M0.4%+167.8%0.063%
7/17/2025 GC Wealth Management RIA LLC15,155$1.10M0.1%N/A0.014%
7/17/2025 Jackson Grant Investment Advisers Inc.106,081$7.73M2.8%+0.5%0.101%
7/17/2025 Symmetry Partners LLC9,354$681K0.1%+31.5%0.009%
7/17/2025 Johnson & White Wealth Management LLC47,221$3.44M1.7%+2.9%0.045%
7/17/2025 KWB Wealth5,958$445K0.1%+10.7%0.006%
7/17/2025 Tempus Wealth Planning LLC18,905$1.38M0.3%-0.8%0.018%
7/16/2025 ORG Wealth Partners LLC7,068$518K0.1%+19.9%0.007%
7/16/2025 ORG Partners LLC23,942$1.76M0.4%+23.1%0.023%
7/16/2025 Beaumont Financial Advisors LLC9,730$709K0.1%-15.9%0.009%
7/16/2025 CX Institutional2,660$194K0.0%-8.3%0.003%
7/16/2025 Essex Financial Services Inc.80,789$5.88M0.4%-2.1%0.077%
7/16/2025 Dakota Wealth Management7,311$532K0.0%+44.8%0.007%
7/16/2025 Perigon Wealth Management LLC25,397$1.85M0.0%-5.7%0.024%
7/16/2025 Magnus Financial Group LLC11,897$866K0.1%+4.1%0.011%
7/16/2025 Moneywise Inc.13,399$976K0.5%-18.0%0.013%
7/16/2025 Meridian Financial LLC14,009$1.02M0.7%+7.7%0.013%
7/15/2025 Mather Group LLC.6,108$445K0.0%-3.7%0.006%
7/15/2025 Sheets Smith Wealth Management29,627$2.16M0.3%-9.6%0.028%
7/15/2025 Optima Capital LLC27,692$2.02M1.1%-42.4%0.026%
7/14/2025 Golden State Equity Partners8,950$652K0.1%+7.2%0.009%
7/14/2025 AdvisorNet Financial Inc1,252$91K0.0%-44.9%0.001%
7/14/2025 Ridgewood Investments LLC28,237$2.06M0.9%-1.2%0.027%
7/14/2025 Clear Harbor Asset Management LLC30,956$2.25M0.2%+5.8%0.029%
7/14/2025 Painted Porch Advisors LLC305,312$22.23M9.1%+1.2%0.290%
7/14/2025 Park Avenue Securities LLC10,187$742K0.0%-9.8%0.010%
7/14/2025 Sowell Financial Services LLC143,357$10.44M0.4%-26.4%0.136%
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7/14/2025 Physician Wealth Advisors Inc.2,000$146K0.0%N/A0.002%
7/11/2025 Arrow Investment Advisors LLC51,863$3.78M3.2%N/A0.049%
7/11/2025 Trinity Wealth Management LLC32,009$2.33M0.9%+22.1%0.030%
7/11/2025 Meriwether Wealth & Planning LLC54,598$3.98M2.5%N/A0.052%
7/11/2025 First PREMIER Bank96,009$6.99M1.7%+4.9%0.091%
7/11/2025 Farther Finance Advisors LLC67,006$4.88M0.1%+2.0%0.064%
7/11/2025 Great Waters Wealth Management22,135$1.61M0.2%-1.2%0.021%
7/11/2025 Silver Oak Securities Incorporated10,348$754K0.1%-18.4%0.010%
7/11/2025 CX Institutional2,660$194K0.0%-8.3%0.003%
7/11/2025 UMB Bank n.a.59,814$4.36M0.1%-11.1%0.057%
7/11/2025 Kingstone Capital Partners Texas LLC193,822,792$14.11B1.9%+723,173.3%184.015%
7/10/2025 Marshall Financial Group LLC3,144$229K0.0%-18.6%0.003%
7/10/2025 Wealth Enhancement Advisory Services LLC417,852$30.58M0.1%-23.3%0.397%
7/10/2025 Atticus Wealth Management LLC126,623$9.22M2.5%+20.9%0.120%
7/10/2025 High Net Worth Advisory Group LLC39,370$2.87M0.8%+10.6%0.037%
7/10/2025 Focus Financial Network Inc.57,124$4.16M0.2%+6.5%0.054%
7/9/2025 Lake Hills Wealth Management LLC89,756$6.54M3.7%N/A0.085%
7/9/2025 Graves Light Lenhart Wealth Inc.6,992$509K0.1%-7.7%0.007%
7/9/2025 Seneca House Advisors5,138$374K0.2%-6.6%0.005%
7/9/2025 Westbourne Investments Inc.10,836$789K0.4%+2.1%0.010%
7/9/2025 Bay Rivers Group4,894$356K0.2%N/A0.005%
7/9/2025 Sard Wealth Management Group LLC41,707$3.04M1.9%+0.9%0.040%
7/9/2025 MassMutual Private Wealth & Trust FSB15,428$1.12M0.0%+5.4%0.015%
7/8/2025 Gradient Investments LLC3,048$222K0.0%+7.8%0.003%
7/8/2025 Parallel Advisors LLC30,117$2.19M0.0%-1.4%0.029%
7/7/2025 Trust Co. of Oklahoma5,517$402K0.1%-33.9%0.005%
7/7/2025 Investors Research Corp29,152$2.12M0.4%-4.6%0.028%
7/7/2025 Park Edge Advisors LLC61,575$4.48M1.1%+50.3%0.058%
7/7/2025 Dominguez Wealth Management Solutions Inc.135,833$9.89M6.9%+6.1%0.129%
7/7/2025 TruWealth Advisors LLC42,583$3.10M0.2%+6.3%0.040%
7/3/2025 Whitcomb & Hess Inc.3,026$220K0.1%-6.6%0.003%
7/3/2025 City Center Advisors LLC15,747$1.15M1.2%+12.5%0.015%
6/16/2025Peterson Wealth Management3,875$290K0.2%N/A0.004%
6/13/2025 Optima Capital LLC48,082$3.59M2.3%N/A0.044%
6/2/2025Modern Wealth Management LLC2,735$204K0.0%N/A0.002%
5/28/2025Wealth Management Associates Inc.5,465$408K0.2%-2.8%0.005%
5/27/2025 SWS Partners2,685$201K0.1%N/A0.002%
5/21/2025Geneos Wealth Management Inc.96,190$7.19M0.2%+8.3%0.087%
5/20/2025Fortis Capital Advisors LLC10,591$791K0.2%N/A0.010%
5/20/2025Belpointe Asset Management LLC18,579$1.39M0.1%N/A0.017%
5/20/2025Focus Partners Wealth67,447$5.04M0.0%+133.0%0.061%
5/20/2025Integrity Alliance LLC.14,749$1.10M0.0%+394.6%0.013%
5/19/2025SageView Advisory Group LLC19,349$1.45M0.1%+0.9%0.018%
5/19/2025Advisory Alpha LLC26,499$1.98M0.1%+6.0%0.024%
5/16/2025McIlrath & Eck LLC670$50K0.0%-24.1%0.001%
5/16/2025Ascent Group LLC5,133$384K0.0%N/A0.005%
5/16/2025Coppell Advisory Solutions LLC9,236$690K0.1%+306.3%0.008%
5/16/2025Bell Investment Advisors Inc151,587$11.33M2.1%-0.4%0.137%
5/16/2025Signature Estate & Investment Advisors LLC13,470$1.01M0.0%+30.8%0.012%
5/16/2025Ashton Thomas Private Wealth LLC19,341$1.45M0.1%-3.3%0.018%
The big winner of Crypto week? (Ad)

It’s Crypto Week at the White House — and the sector is moving from fringe to full-scale adoption. With Bitcoin hitting $123,000 and giants like BlackRock and Fidelity pouring in, one expert believes a lesser-known coin could soon be vaulted to the top — possibly even landing in the government’s digital reserve.

See the coin positioned to win from Washington’s crypto push
5/16/2025Goldman Sachs Group Inc.242,001$18.08M0.0%+1,545.3%0.230%
5/16/2025Jones Financial Companies Lllp153,826$11.49M0.0%+51.7%0.139%
5/16/2025Redwood Financial Network Corp7,626$570K0.4%-2.0%0.007%
5/16/2025Richwood Investment Advisors LLC2,694$201K0.2%N/A0.002%
5/16/2025Pacific Center for Financial Services57,406$4.29M1.1%-14.3%0.052%
5/16/2025NewEdge Advisors LLC215,689$16.12M0.1%-1.0%0.196%
5/16/2025Integrated Wealth Concepts LLC107,270$8.02M0.1%+335.0%0.097%
5/16/2025Curi RMB Capital LLC69,235$5.17M0.1%-10.6%0.063%
5/16/2025AQR Capital Management LLC13,736$1.03M0.0%+151.9%0.012%
5/16/2025Amundi47,400$3.51M0.0%N/A0.043%
(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, 840 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 632 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), Alaska Permanent Fund Corp ($3.53M), Global Assets Advisory LLC ($2.58M), Bank of Montreal Can ($2.43M), Merit Financial Group LLC ($1.72M), Raymond James Financial Inc. ($1.12M), and Bank of New York Mellon Corp ($1.10M).

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

Institutional investors have bought a total of 208,786,150 shares in the last 24 months. This purchase volume represents approximately $15.19B in transactions.

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

Of the 360 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 ($1.18M), Envestnet Asset Management Inc. ($871.47K), 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 14,615,883 shares in the last 24 months. This volume of shares sold represents approximately $1.04B in transactions.



This page (NYSEARCA:SPLV) was last updated on 7/20/2025 by MarketBeat.com Staff
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