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

Invesco S&P 500 Low Volatility ETF logo
$72.65 +0.30 (+0.41%)
As of 01:36 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV)

Number of
Institutional Buyers
(last 12 months)
484
Total
Institutional Inflows
(last 12 months)
$15.49B
Number of
Institutional Sellers
(last 12 months)
380
Total
Institutional Outflows
(last 12 months)
$1.00B
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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
10/10/2025Lionshead Wealth Management LLC3,037$223K0.2%-18.5%0.003%
10/10/2025Focus Financial Network Inc.56,298$4.14M0.1%-1.4%0.053%
10/10/2025Signal Advisors Wealth LLC3,488$256K0.0%N/A0.003%
10/9/2025AdvisorNet Financial Inc1,671$123K0.0%+33.5%0.002%
10/9/2025Astoria Portfolio Advisors LLC.4,510$329K0.1%-6.2%0.004%
10/9/2025Rockingstone Advisors LLC6,085$447K0.2%-9.0%0.006%
10/9/2025Park Edge Advisors LLC58,475$4.30M1.0%-5.0%0.055%
10/8/2025 Asset Allocation Strategies LLC87,460$6.43M1.3%+67.9%0.082%
10/8/2025 Pinnacle Wealth Management Group Inc.65,026$4.78M2.4%+10.4%0.061%
10/8/2025 Legacy Private Trust Co.10,703$786K0.0%-15.0%0.010%
10/8/2025 Trinity Wealth Management LLC33,322$2.45M0.9%+4.1%0.031%
10/7/2025 Grant Private Wealth Management Inc5,391$396K0.2%N/A0.005%
10/7/2025 Graves Light Lenhart Wealth Inc.6,789$499K0.1%-2.9%0.006%
10/6/2025 Gradient Investments LLC2,735$201K0.0%-10.3%0.003%
10/6/2025 City Center Advisors LLC12,920$949K0.9%-18.0%0.012%
10/6/2025 TruWealth Advisors LLC38,573$2.83M0.1%-9.4%0.036%
10/6/2025 Nilsine Partners LLC142,870$10.50M0.9%+37.9%0.134%
10/3/2025 Dominguez Wealth Management Solutions Inc.145,913$10.72M6.8%+7.4%0.137%
10/2/2025 Investors Research Corp28,612$2.10M0.4%-1.9%0.027%
10/1/2025 Vigilare Wealth Management7,491$550K0.2%-84.7%0.007%
9/26/2025Corient Private Wealth LLC159,091$11.59M0.0%-0.9%0.149%
9/10/2025WT Wealth Management33,599$2.45M0.7%+1.7%0.032%
9/4/2025Osaic Holdings Inc.711,822$51.85M0.1%+21.6%0.668%
8/29/2025Centaurus Financial Inc.3,548$258K0.0%-77.0%0.003%
8/28/2025Lavaca Capital LLC808$59K0.0%N/A0.001%
8/27/2025Orion Porfolio Solutions LLC8,630$628K0.0%-51.0%0.008%
8/26/2025Thrivent Financial for Lutherans89,099$6.49M0.0%N/A0.084%
8/25/2025Silverlake Wealth Management LLC26,922$1.96M0.6%-2.0%0.025%
8/25/2025Fulcrum Equity Management66,540$4.85M5.0%N/A0.062%
8/19/2025B. Riley Wealth Advisors Inc.10,890$793K0.0%N/A0.010%
8/19/2025Advisory Services Network LLC18,775$1.36M0.0%+2.0%0.018%
8/18/2025Tyler Stone Wealth Management18,885$1.38M0.2%+21.3%0.018%
8/18/2025Geneos Wealth Management Inc.105,818$7.71M0.2%+10.0%0.099%
8/15/2025Nikulski Financial Inc.26,070$1.90M0.5%-1.0%0.024%
8/15/2025 Asset Allocation Strategies LLC52,089$3.79M0.7%N/A0.049%
8/15/2025Corient Private Wealth LLC159,090$11.59M0.0%-0.9%0.149%
8/15/2025Equitable Holdings Inc.639,987$46.60M0.4%+3.0%0.601%
8/15/2025Florida Financial Advisors LLC2,820$205K0.1%-25.6%0.003%
8/15/2025Captrust Financial Advisors61,552$4.48M0.0%-2.7%0.058%
8/15/2025WFA of San Diego LLC40,878$2.98M2.2%N/A0.038%
8/15/2025Visionary Wealth Advisors19,489$1.42M0.1%-6.6%0.018%
8/15/2025Two Sigma Securities LLC7,747$564K0.1%-55.3%0.007%
8/15/2025Smartleaf Asset Management LLC8,567$619K0.1%+171.5%0.008%
8/15/2025Snowden Capital Advisors LLC8,689$633K0.0%+39.5%0.008%
8/15/2025Orion Porfolio Solutions LLC8,630$628K0.0%-51.0%0.008%
8/15/2025MML Investors Services LLC145,175$10.57M0.0%+59.6%0.136%
8/15/2025Mission Creek Capital Partners Inc.8,079$588K0.1%+2.0%0.008%
8/15/2025IHT Wealth Management LLC15,256$1.11M0.0%+6.8%0.014%
8/15/2025Great Valley Advisor Group Inc.5,853$427K0.0%-3.4%0.005%
8/15/2025EP Wealth Advisors LLC23,844$1.74M0.0%-28.1%0.022%
8/15/2025Curi Capital LLC77,404$5.64M0.1%+11.8%0.073%
8/15/2025Benjamin Edwards Inc.7,446$542K0.0%-7.9%0.007%
8/15/2025Balyasny Asset Management L.P.6,156$448K0.0%N/A0.006%
8/15/2025Bank of America Corp DE6,889,395$501.69M0.0%-10.0%6.465%
8/15/2025Ameriprise Financial Inc.2,016,453$147.35M0.0%+26.6%1.892%
8/14/2025Florida Financial Advisors LLC2,820$205K0.1%-25.6%0.003%
8/14/2025MGB Wealth Management LLC18,829$1.37M0.5%-3.4%0.018%
8/14/2025Ausdal Financial Partners Inc.54,043$3.94M0.3%+2.4%0.051%
8/14/2025Raymond James Financial Inc.1,146,904$83.52M0.0%+2.8%1.076%
8/14/2025Darwin Wealth Management LLC2,018$147K0.1%N/A0.002%
8/14/2025Transamerica Financial Advisors LLC50,915$3.71M0.3%-5.0%0.048%
8/14/2025Chicago Wealth Management Inc.60,232$4.39M2.1%N/A0.057%
8/14/2025Banco BTG Pactual S.A.180,963$13.18M2.7%+6.8%0.170%
8/14/2025Quantinno Capital Management LP5,262$383K0.0%+10.3%0.005%
8/14/2025Diversify Advisory Services LLC18,229$1.34M0.1%-1.1%0.017%
8/14/2025Lavaca Capital LLC1,100$80K0.0%N/A0.001%
8/14/2025Sei Investments Co.279,516$20.35M0.0%-3.6%0.262%
8/14/2025NewEdge Advisors LLC124,743$9.08M0.0%-42.2%0.117%
8/14/2025Qube Research & Technologies Ltd371,371$27.04M0.0%+1,097.5%0.348%
8/14/2025Daiwa Securities Group Inc.29,200$2.13M0.0%-3.3%0.027%
8/14/2025Acorn Wealth Advisors LLC26,983$1.97M0.7%+3.8%0.025%
8/14/2025Transce3nd LLC3,478$253K0.1%+13.1%0.003%
8/14/2025Cary Street Partners Financial LLC2,810$205K0.0%-26.2%0.003%
8/14/2025Cerity Partners LLC30,967$2.26M0.0%-17.1%0.029%
8/13/2025StoneX Group Inc.8,928$650K0.0%+16.4%0.008%
8/13/2025Seaview Investment Managers LLC86,404$6.29M1.3%N/A0.081%
8/13/2025SageView Advisory Group LLC18,368$1.34M0.1%-5.1%0.017%
8/13/2025Diametric Capital LP49,685$3.62M1.9%N/A0.047%
8/13/2025Cresset Asset Management LLC18,809$1.37M0.0%+7.8%0.018%
8/13/2025Strategic Family Wealth Counselors L.L.C.88,533$6.45M1.8%-1.0%0.083%
8/13/2025Amundi55,002$4.00M0.0%+16.0%0.052%
8/13/2025Baird Financial Group Inc.70,876$5.16M0.0%+9.7%0.067%
8/13/2025First Trust Advisors LP3,154$230K0.0%N/A0.003%
8/13/2025Invesco Ltd.1,487,724$108.34M0.0%+16.0%1.396%
8/13/2025Trek Financial LLC92,307$6.72M0.5%+38.9%0.087%
8/13/2025CW Advisors LLC4,260$310K0.0%-3.3%0.004%
8/13/2025WCG Wealth Advisors LLC35,358$2.58M0.2%-5.6%0.033%
8/13/2025Beacon Pointe Advisors LLC18,868$1.37M0.0%+1.2%0.018%
8/13/2025Quantbot Technologies LP4,398$320K0.0%N/A0.004%
8/13/2025VestGen Advisors LLC12,650$921K0.0%+225.4%0.012%
8/13/2025Scotia Capital Inc.52,912$3.85M0.0%+16.9%0.050%
8/13/2025Level Four Advisory Services LLC11,127$810K0.0%-1.4%0.010%
8/13/2025Northwestern Mutual Wealth Management Co.408,215$29.73M0.0%+25.4%0.383%
8/13/2025Harfst & Associates Inc.17,503$1.28M0.3%-3.8%0.016%
8/13/2025Choreo LLC12,246$892K0.0%+7.1%0.011%
8/13/2025Northwest & Ethical Investments L.P.12,847$928K0.0%-73.4%0.012%
8/13/2025Russell Investments Group Ltd.1,833$133K0.0%-10.1%0.002%
8/12/2025Viawealth LLC10,057$732K0.4%-10.9%0.009%
8/12/2025Richmond Investment Services LLC3,338$243K0.1%N/A0.003%
8/12/2025J.W. Cole Advisors Inc.94,328$6.87M0.1%+38.8%0.089%
(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, 856 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 ($501.69M), Balentine LLC ($336.00M), LPL Financial LLC ($267.85M), Alaska Permanent Fund Corp ($194.07M), and FMR LLC ($151.64M).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 660 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. ($1.15M), 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 212,866,238 shares in the last 24 months. This purchase volume represents approximately $15.49B in transactions.

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

Of the 379 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 America Corp DE ($2.53M), Alaska Permanent Fund Corp ($1.90M), Merit Financial Group LLC ($1.66M), Envestnet Asset Management Inc. ($888.60K), Bank of New York Mellon Corp ($559.85K), Dynasty Wealth Management LLC ($485.75K), and Private Advisor Group LLC ($286.18K).

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

Institutional investors have sold a total of 13,762,808 shares in the last 24 months. This volume of shares sold represents approximately $1.00B in transactions.



This page (NYSEARCA:SPLV) was last updated on 10/10/2025 by MarketBeat.com Staff
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