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

$66.35
+0.48 (+0.73%)
(As of 07/12/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
344
Total
Institutional Inflows
(last 12 months)
$1.20B
Number of
Institutional Sellers
(last 12 months)
389
Total
Institutional Outflows
(last 12 months)
$850.43M
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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
7/12/2024Curated Wealth Partners LLC6,955$452K0.1%-200.0%0.006%
7/12/2024Hyperion Partners LLC107,449$6.98M5.0%+1.8%0.099%
7/12/2024Carr Financial Group Corp3,598$234K0.1%N/A0.003%
7/12/2024Diversify Advisory Services LLC11,000$713K0.0%-30.0%0.010%
7/12/2024Atlas Private Wealth Advisors6,014$391K0.1%+25.7%0.006%
7/12/2024Cliftonlarsonallen Wealth Advisors LLC380,867$24.74M0.5%+0.7%0.352%
7/11/2024John W. Brooker & Co. CPAs38,693$2.51M1.3%-1.7%0.036%
7/11/2024Global Trust Asset Management LLC1,121$73K0.0%+123.8%0.001%
7/10/2024 Csenge Advisory Group9,526$619K0.0%-93.7%0.009%
7/10/2024Simplicity Wealth LLC6,813$443K0.0%+115.5%0.006%
7/10/2024 Dominguez Wealth Management Solutions Inc.123,946$8.05M6.1%+6.9%0.115%
7/10/2024 Albion Financial Group UT6,910$449K0.0%-10.7%0.006%
7/10/2024 CWM LLC90,793$5.90M0.0%-16.9%0.084%
7/9/2024 Park Avenue Securities LLC31,129$2.02M0.0%+14.3%0.029%
7/9/2024 Kingswood Wealth Advisors LLC3,236$210K0.0%-67.7%0.003%
7/9/2024 Northwest Capital Management Inc46,360$3.01M1.1%-30.3%0.043%
7/9/2024 Lake Hills Wealth Management LLC110,893$7.20M5.2%-0.3%0.103%
7/9/2024 Fragasso Financial Advisors Inc4,484$291K0.0%+8.0%0.004%
7/9/2024 Mather Group LLC.11,063$729K0.0%+224.8%0.010%
7/9/2024 Great Waters Wealth Management23,857$1.55M0.2%-3.3%0.022%
7/9/2024 Burns Matteson Capital Management LLC71,936$4.67M2.6%-18.7%0.067%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.736$48K0.0%N/A0.001%
7/5/2024 HBW Advisory Services LLC16,144$1.05M0.2%-9.1%0.015%
7/2/2024 GAMMA Investing LLC2,607$169K0.0%+8,889.7%0.002%
7/2/2024 Appleton Partners Inc. MA3,937$256K0.0%-7.3%0.004%
6/11/2024EverSource Wealth Advisors LLC3,713$237K0.0%-6.2%0.003%
5/30/2024Cambridge Trust Co.14,445$951K0.0%-8.9%0.013%
5/24/2024Cetera Advisors LLC116,757$7.69M0.1%+53.9%0.108%
5/24/2024Cetera Investment Advisers306,767$20.21M0.0%+256.7%0.284%
5/22/2024Second Line Capital LLC3,173$209K0.1%-17.4%0.003%
5/20/2024Pacific Center for Financial Services68,515$4.51M1.3%+0.5%0.063%
5/20/2024Continuum Wealth Advisors LLC14,638$964K0.5%-12.7%0.014%
5/17/2024XML Financial LLC76,140$5.02M0.5%-2.2%0.070%
5/17/2024Jaffetilchin Investment Partners LLC32,009$2.11M0.2%-7.2%0.030%
5/17/2024Comerica Bank23,100$1.52M0.0%-85.1%0.021%
5/17/2024Pineridge Advisors LLC1,600$105K0.0%+16.2%0.001%
5/17/2024Creekmur Asset Management LLC46,836$3.09M1.1%-6.6%0.043%
5/16/2024Jane Street Group LLC61,393$4.04M0.0%-66.2%0.057%
5/16/2024B. Riley Wealth Advisors Inc.41,417$2.73M0.1%+8.1%0.038%
5/16/2024Ancora Advisors LLC14,140$931K0.0%-1.3%0.013%
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5/16/2024Dynasty Wealth Management LLC505,943$33.33M1.1%N/A0.468%
5/16/2024Waverly Advisors LLC41,099$2.71M0.1%+16.4%0.038%
5/15/2024Kestra Advisory Services LLC665,728$43.85M0.3%+4.3%0.616%
5/14/2024Axxcess Wealth Management LLC7,979$526K0.0%-61.9%0.007%
5/14/2024EP Wealth Advisors LLC32,801$2.16M0.0%-4.0%0.030%
5/14/2024CreativeOne 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%
5/14/2024Lake Street Advisors Group LLC3,547$234K0.0%N/A0.003%
5/11/2024Beaumont Financial Advisors LLC11,228$740K0.1%+2.8%0.010%
5/11/2024Jacobi Capital Management LLC6,859$452K0.0%-9.1%0.006%
5/11/2024Edgestream Partners L.P.5,092$335K0.0%-27.0%0.005%
5/11/2024Patten & Patten Inc. TN15,231$1.00M0.1%+9.6%0.014%
5/10/2024Osaic Holdings Inc.632,493$41.67M0.1%-9.6%0.585%
5/10/2024Viawealth LLC12,111$798K0.5%-3.0%0.011%
5/9/2024Picton Mahoney Asset Management158,249$10.43M0.3%-31.0%0.146%
5/9/2024HBK Sorce Advisory LLC4,082$269K0.0%+20.2%0.004%
5/9/2024Clearwater Capital Advisors LLC11,351$748K0.1%-1.7%0.010%
5/9/2024Koshinski Asset Management Inc.13,395$882K0.1%-11.9%0.012%
5/8/2024Cozad Asset Management Inc.63,843$4.21M0.4%-7.0%0.059%
5/8/2024Bell Investment Advisors Inc151,496$9.98M2.0%-1.6%0.140%
5/8/2024Sheets Smith Wealth Management33,444$2.20M0.2%-0.9%0.031%
5/8/2024Advisors Preferred LLC104,801$6.86M1.2%+4.6%0.097%
5/8/2024Winthrop Capital Management LLC18,752$1.24M0.6%+9.0%0.017%
5/8/2024Avantax Advisory Services Inc.135,863$8.95M0.1%+4.3%0.126%
5/8/2024US Bancorp DE7,828$516K0.0%-18.8%0.007%
5/8/2024Tranquility Partners LLC23,198$1.53M0.6%-2.5%0.021%
5/8/2024Thoroughbred Financial Services LLC22,887$1.51M0.1%-16.0%0.021%
5/7/2024Sfmg LLC6,881$453K0.0%-8.6%0.006%
5/7/2024Sei Investments Co.489,750$32.26M0.0%-4.8%0.453%
5/7/2024Bedel Financial Consulting Inc.10,666$703K0.1%-6.5%0.010%
5/7/2024Concurrent Investment Advisors LLC16,296$1.07M0.0%-12.7%0.015%
5/7/2024Redwood Wealth Management Group LLC29,540$1.95M2.1%-5.4%0.027%
5/7/202449 Wealth Management LLC3,123$204K0.0%-12.3%0.003%
5/7/2024Hantz Financial Services Inc.408,685$26.92M8.8%-9.4%0.378%
5/7/2024Highland Capital Management LLC10,875$716K0.0%+8.8%0.010%
5/7/2024Nvwm LLC1,873$123K0.0%-16.7%0.002%
5/7/2024Oppenheimer & Co. Inc.44,769$2.95M0.0%-8.6%0.041%
5/7/2024PFG Advisors34,584$2.28M0.2%-3.9%0.032%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management18,393$1.21M0.0%+69.0%0.017%
5/7/2024Wealthspire Advisors LLC27,041$1.78M0.0%-18.9%0.025%
5/6/2024Quantbot Technologies LP7,542$497K0.0%N/A0.007%
5/6/2024Envestnet Portfolio Solutions Inc.3,677$242K0.0%-83.4%0.003%
5/6/2024CFO4Life Group LLC6,414$422K0.1%+28.0%0.006%
5/6/2024MGB Wealth Management LLC19,299$1.27M0.5%-1.9%0.018%
5/6/2024Ballast Inc.181,028$11.92M3.8%+1.3%0.167%
5/6/2024TFG Advisers LLC11,553$761K0.3%-11.0%0.011%
5/6/2024Advisory Alpha LLC24,284$1.60M0.1%-1.2%0.022%
5/4/2024Geneos 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%
5/4/2024Joseph P. Lucia & Associates LLC9,611$633K0.3%-2.3%0.009%
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5/4/2024Glassman Wealth Services2,181$144K0.0%+100.5%0.002%
5/3/2024Avidian Wealth Solutions LLC11,066$729K0.0%-6.1%0.010%
5/3/2024WealthTrust Asset Management LLC3,154$208K0.2%N/A0.003%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,153$274K0.0%-95.2%0.004%
5/3/2024Smith Salley Wealth Management15,227$1.00M0.1%N/A0.014%
5/2/2024Diversified LLC3,485$230K0.0%N/A0.003%
5/2/2024Salomon & Ludwin LLC4,878$321K0.0%-68.6%0.005%
5/2/2024Cliftonlarsonallen Wealth Advisors LLC378,212$24.91M0.6%-2.0%0.350%
5/2/2024First Command Advisory Services Inc.24,000$1.58M0.0%-19.3%0.022%
5/2/2024Horan Securities Inc.4,256$280K0.1%-28.4%0.004%
(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, 799 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 654 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 58,372,957 shares in the last 24 months. This purchase volume represents approximately $3.60B in transactions.

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

Of the 531 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 29,800,372 shares in the last 24 months. This volume of shares sold represents approximately $1.85B in transactions.


This page (NYSEARCA:SPLV) was last updated on 7/14/2024 by MarketBeat.com Staff

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