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

Invesco S&P 500 Low Volatility ETF logo
$76.42 +0.19 (+0.25%)
As of 12:21 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)
359
Total
Institutional Inflows
(last 12 months)
$995.53M
Number of
Institutional Sellers
(last 12 months)
337
Total
Institutional Outflows
(last 12 months)
$623.49M
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SPLV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC1,956$147K0.0%N/A0.002%
8/7/2026 Persistent Asset Partners Ltd7,680$575K0.2%N/A0.008%
8/5/2026 Janney Montgomery Scott LLC303,836$22.76M0.0%+6.8%0.321%
8/5/2026 Mccarter Private Wealth Services LLC4,887$366K0.1%-4.4%0.005%
8/5/2026 Compass Financial Group INC SD4,054$304K0.0%-7.1%0.004%
8/4/2026 Fox Financial Inc6,320$305.60M0.2%N/A0.007%
7/12/2026 Ballast Inc.173,437$12.99M2.4%+1.5%0.185%
7/10/2026 Investors Research Corp26,620$1.99M0.4%-2.6%0.028%
7/10/2026 JFS Wealth Advisors LLC161,837$12.12M0.6%-1.2%0.173%
7/10/2026 G&S Capital LLC63,792$4.78M1.4%+4.2%0.068%
7/10/2026 Sherman Wealth Management LLC32,329$2.42M1.8%+0.8%0.035%
7/10/2026 Wealthcare Advisory Partners LLC19,672$1.47M0.0%-3.9%0.021%
7/9/2026 Centurion Wealth Management LLC4,057$304K0.1%-47.7%0.004%
7/9/2026 Focus Financial Network Inc.46,538$3.49M0.1%-5.3%0.050%
7/9/2026 Pettinga Financial Advisors LLC13,400$1.00M0.2%N/A0.014%
7/9/2026 Allied Private Wealth LLC2,095$159K0.1%N/A0.002%
7/9/2026 Great Waters Wealth Management22,616$1.69M0.2%-2.5%0.024%
7/9/2026 Sax Wealth Advisors LLC13,039$954K0.0%N/A0.014%
7/8/2026 First Heartland Consultants Inc.4,056$304K0.0%+19.8%0.004%
7/8/2026 Meriwether Wealth & Planning LLC3,000$225K0.1%-95.7%0.003%
7/8/2026 Israel Discount Bank of New York73,385$5.50M10.2%+27.1%0.078%
7/7/2026 Trinity Wealth Management LLC60,713$4.55M1.4%+66.2%0.064%
7/7/2026 Value Investment Professionals LLC74,417$5.57M4.7%-0.5%0.079%
7/7/2026 Pacific Excel Wealth Advisors Inc.3,249$243K0.1%N/A0.003%
7/7/2026 City Center Advisors LLC8,892$666K0.5%-29.1%0.009%
7/6/2026 Vigilare Wealth Management114,391$8.57M2.6%+225.2%0.121%
7/6/2026 Trilogy Capital Inc.54,849$4.11M0.2%+192.3%0.058%
7/2/2026 MassMutual Private Wealth & Trust FSB19,437$1.46M0.0%-1.6%0.021%
7/2/2026 CX Institutional3,107$233K0.0%-8.8%0.003%
6/23/2026 Ballast Advisors LLC950$69K0.0%N/A0.001%
6/3/2026 Parallel Advisors LLC28,460$2.08M0.0%-0.8%0.029%
6/3/2026 NewEdge Advisors LLC148,380$10.85M0.0%+6.9%0.152%
5/28/2026Cozad Asset Management Inc.64,730$4.73M0.4%-1.7%0.066%
5/22/2026 Verus Capital Partners LLC4,762$348K0.0%-48.8%0.005%
5/19/2026Western Wealth Management LLC42,366$3.10M0.1%+4.2%0.043%
5/19/2026 Paragon Private Wealth Management LLC18,774$1.37M0.4%-6.4%0.019%
5/19/2026 NewEdge Advisors LLC119,513$8.74M0.2%-13.9%0.122%
5/19/2026Bank of America Corp DE6,142,652$449.27M0.0%-7.2%6.287%
5/19/2026 Edgestream Partners L.P.10,691$782K0.0%-14.3%0.011%
5/19/2026Centaurus Financial Inc.3,693$270K0.0%+10.4%0.004%
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5/19/2026 Ashton Thomas Securities LLC905$66K0.0%N/A0.001%
5/19/2026 Arkadios Wealth Advisors40,252$2.94M0.0%-1.4%0.041%
5/18/2026 Amundi18,002$1.32M0.0%-2.2%0.018%
5/18/2026Royal Bank of Canada1,484,047$108.54M0.0%-6.4%1.519%
5/18/2026Empowered Funds LLC274,963$20.11M0.1%-14.3%0.281%
5/16/2026Quantinno Capital Management LP22,424$1.64M0.0%+102.9%0.023%
5/15/2026Cardiff Park Advisors LLC10,028$733K0.1%N/A0.010%
5/15/2026 Gateway Wealth Partners LLC14,868$1.09M0.0%+119.4%0.015%
5/15/2026Waverly Advisors LLC38,949$2.85M0.0%-8.5%0.040%
5/14/2026Hilltop Holdings Inc.12,147$888K0.1%-10.2%0.012%
5/14/2026 GC Wealth Management RIA LLC13,038$954K0.0%+40.6%0.013%
5/14/2026 Klingman & Associates LLC55,186$4.04M0.2%-1.0%0.056%
5/14/2026Liberty One Investment Management LLC28,431$2.08M0.2%+8.1%0.029%
5/14/2026Sei Investments Co.246,947$18.06M0.0%-5.3%0.253%
5/14/2026 Lido Advisors LLC186,806$13.66M0.0%-19.4%0.191%
5/13/2026 Cetera Investment Advisers441,308$32.28M0.0%-5.8%0.452%
5/13/2026 Wealthspire Retirement LLC20,276$1.48M0.1%-4.1%0.021%
5/13/2026 Petra Financial Advisors Inc.83,141$6.08M3.8%+4.0%0.085%
5/13/2026 First Trust Advisors LP9,046$662K0.0%+64.5%0.009%
5/8/2026 PNC Financial Services Group Inc.1,024,880$74.96M0.0%-4.3%1.049%
5/8/2026 Summit Global Investments25,822$1.89M0.1%N/A0.026%
5/8/2026 Cassaday & Co Wealth Management LLC923$68K0.0%N/A0.001%
5/7/2026 Basepoint Wealth LLC646$47K0.0%-65.7%0.001%
5/7/2026 Continuum Wealth Advisors LLC10,340$756K0.3%-15.2%0.011%
5/7/2026 Parallel Advisors LLC28,460$2.08M0.0%-0.8%0.029%
5/7/2026 Decker Wealth Management LLC12,828$938K0.2%N/A0.013%
5/7/2026 WealthTrust Asset Management LLC2,898$212K0.1%N/A0.003%
5/6/2026 Modera Wealth Management LLC7,806$571K0.0%+2.6%0.008%
5/6/2026 Townsend Asset Management Corp NC ADV6,671$488K0.2%-16.2%0.007%
5/6/2026 Main Street Group LTD2,029$148K0.0%N/A0.002%
5/6/2026 Fiscal Wisdom Wealth Management LLC3,297$241K0.2%-7.0%0.003%
5/6/2026 SteelPeak Wealth LLC74,675$5.46M0.2%+6.7%0.076%
5/6/2026 Independent Financial Group LLC41,553$3.04M0.1%N/A0.043%
5/6/2026Prosperity Consulting Group LLC32,481$2.38M0.1%-3.2%0.033%
5/5/2026 Wealthfront Advisers LLC8,636$632K0.0%+90.8%0.009%
5/5/2026 D.A. Davidson & CO.33,668$2.46M0.0%+1.3%0.034%
5/5/2026 Beaumont Financial Advisors LLC8,235$602K0.0%-8.8%0.008%
5/5/2026 Bank of New York Mellon Corp8,685$635K0.0%-99.0%0.009%
5/5/2026Milestone Investment Advisors LLC46,402$3.39M0.8%-0.5%0.047%
5/5/2026 Geneos Wealth Management Inc.118,203$8.65M0.2%-2.6%0.121%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.501$37K0.0%-91.9%0.001%
5/5/2026 Advisors Preferred LLC33,222$2.43M0.4%-22.1%0.034%
5/5/2026Sanctuary Advisors LLC51,889$3.80M0.0%-2.5%0.053%
5/5/2026 Sigma Planning Corp10,449$764K0.0%+1.7%0.011%
5/4/2026 Bryn Mawr Trust Advisors LLC5,031$368K0.0%-9.7%0.005%
5/4/2026 HBW Advisory Services LLC13,782$1.01M0.1%-12.2%0.014%
5/4/2026 Chicago Partners Investment Group LLC15,527$1.14M0.0%+6.0%0.016%
5/2/2026 Global Assets Advisory LLC42,099$3.08M0.7%-0.5%0.043%
5/2/2026 International Assets Investment Management LLC2,851$209K0.0%-66.8%0.003%
5/2/2026 Strategic Wealth Advisors LLC11,051$808K0.6%-11.1%0.011%
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5/2/2026 Diversify Wealth Management LLC17,891$1.32M0.0%N/A0.018%
5/2/2026 Valmark Advisers Inc.3,775$276K0.0%-13.2%0.004%
5/1/2026 Citizens Financial Group Inc. RI10,159$743K0.0%-6.3%0.010%
5/1/2026 Fifth Third Bancorp39,842$2.91M0.0%+585.2%0.041%
5/1/2026 Sequoia Financial Advisors LLC101,591$7.43M0.0%-1.5%0.104%
4/30/2026Hsbc Holdings PLC35,898$2.62M0.0%N/A0.037%
4/30/2026 Genworth Financial Inc.476,493$34.85M8.1%+0.6%0.487%
4/30/2026 Mosaic Family Wealth Partners LLC35,380$2.59M0.3%N/A0.036%
4/30/2026 Money Concepts Capital Corp5,031$368K0.0%+2.9%0.005%
4/29/2026 Lmcg Investments LLC39,312$2.88M0.2%+20.1%0.040%


SPLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 827 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), Bank of America Corp DE ($449.27M), Morgan Stanley ($325.01M), Fox Financial Inc ($305.60M), LPL Financial LLC ($232.10M), Alaska Permanent Fund Corp ($194.07M), and Bank of Montreal Can ($188.56M).Learn more on Invesco S&P 500 Low Volatility ETF's institutional investors.

Of the 658 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), Bank of Montreal Can ($3.00M), Merit Financial Group LLC ($1.72M), Goldman Sachs Group Inc. ($1.26M), Bank of America Corp DE ($1.16M), Raymond James Financial Inc. ($1.15M), and Two Sigma Investments LP ($1.08M).

Institutional investors have bought a total of 13,658,608 shares in the last 24 months. This purchase volume represents approximately $995.53M in transactions.

Of the 334 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 ($1.24M), Bank of New York Mellon Corp ($853.26K), Ameriprise Financial Inc. ($486.79K), Northwestern Mutual Wealth Management Co. ($386.42K), LPL Financial LLC ($372.23K), Morgan Stanley ($340.09K), and Bank of Montreal Can ($286.80K).

Institutional investors have sold a total of 8,593,137 shares in the last 24 months. This volume of shares sold represents approximately $623.49M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPLV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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