Free Trial

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

+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)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
Get SPLV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 500 Low Volatility ETF stock? Sign up for's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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%
I’m giving you the name of this investment for free (Ad)

This key unlocks a new pathway to wealth that has been kept hidden from you for decades. In my new documentary I will provide you with all the details of this one-of-a-kind investment.

Let me explain in this new documentary video
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%
I’m giving you the name of this investment for free (Ad)

This key unlocks a new pathway to wealth that has been kept hidden from you for decades. In my new documentary I will provide you with all the details of this one-of-a-kind investment.

Let me explain in this new documentary video
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 Staff

From Our Partners