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

Invesco S&P 500 Low Volatility ETF logo
$75.17 +0.51 (+0.69%)
As of 02:28 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)
347
Total
Institutional Inflows
(last 12 months)
$960.95M
Number of
Institutional Sellers
(last 12 months)
334
Total
Institutional Outflows
(last 12 months)
$591.56M
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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
8/27/2026 Corient Private Wealth LP158,154$11.85M0.0%-1.8%0.167%
8/26/2026 HORAN Wealth LLC3,514$263K0.0%-19.8%0.004%
8/26/2026 Amundi25,619$1.92M0.0%+42.3%0.027%
8/26/2026 HighTower Advisors LLC150,704$11.29M0.0%+2.9%0.159%
8/23/2026 Hyundai Investments Co. Ltd.7,455$564K0.6%+118.3%0.008%
8/23/2026 Ameritas Advisory Services LLC11,146$835K0.0%+76.1%0.012%
8/23/2026 Kintra Wealth LLC6,586$502K0.0%+30.1%0.007%
8/23/2026 Sovereign Investment Advisors LLC40,458$3.03M0.6%+0.5%0.043%
8/23/2026 Nilsine Partners LLC122,667$9.19M0.6%+3.9%0.130%
8/22/2026 Advisory Solutions Group LLC22,071$1.65M0.6%N/A0.023%
8/22/2026 Compass Financial Management LLC1,956$147K0.0%N/A0.002%
8/22/2026 TD Waterhouse Canada Inc.8,277$623K0.0%-3.9%0.009%
8/22/2026 Concurrent Investment Advisors LLC22,096$1.66M0.0%+7.7%0.023%
8/21/2026 High Net Worth Advisory Group LLC33,469$2.51M0.5%-2.8%0.035%
8/21/2026 Paragon Private Wealth Management LLC18,066$1.35M0.4%-3.8%0.019%
8/21/2026 Safeguard Investment Advisory Group LLC2,891$217K0.0%-21.7%0.003%
8/21/2026 Round Rock Advisors LLC12,103$907K0.1%-3.6%0.013%
8/21/2026 Atticus Wealth Management LLC5,326$399K0.1%-96.1%0.006%
8/21/2026 XML Financial LLC15,017$1.13M0.1%-49.6%0.016%
8/21/2026 Symphony Financial Ltd. Co.13,749$1.04M0.1%+4.4%0.015%
8/21/2026 Acorn Wealth Advisors LLC21,296$1.60M0.4%-1.3%0.023%
8/21/2026 Financial Life Advisors19,031$1.43M0.4%+3.0%0.020%
8/20/2026 Avant Capital LLC29,057$2.18M1.4%-7.1%0.031%
8/20/2026 First PREMIER Bank90,988$6.82M1.0%-0.2%0.096%
8/20/2026 BTG Pactual Asset Management US LLC11,345$850K0.1%N/A0.012%
8/20/2026 Quantitative Investment Management LLC41,231$3.09M0.3%N/A0.044%
8/20/2026 Sigma Planning Corp10,627$796K0.0%+1.7%0.011%
8/20/2026 Two Sigma Securities LLC53,565$4.01M0.3%N/A0.057%
8/20/2026 Northwestern Mutual Wealth Management Co.187,615$14.05M0.0%-53.5%0.198%
8/20/2026 Sheets Smith Wealth Management21,865$1.64M0.2%-8.7%0.023%
8/19/2026 Hsbc Holdings PLC185,854$14.07M0.0%+417.7%0.196%
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%0.183%
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%
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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%
5/28/2026 Cozad 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%
5/19/2026 Western 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%
5/19/2026 Bank 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%
5/19/2026 Centaurus Financial Inc.3,693$270K0.0%+10.4%0.004%
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%
5/18/2026 Royal Bank of Canada1,484,047$108.54M0.0%-6.4%1.519%
5/18/2026 Empowered Funds LLC274,963$20.11M0.1%-14.3%0.281%
5/16/2026 Quantinno Capital Management LP22,424$1.64M0.0%+102.9%0.023%
5/15/2026 Cardiff Park Advisors LLC10,028$733K0.1%N/A0.010%
5/15/2026 Gateway Wealth Partners LLC14,868$1.09M0.0%+119.4%0.015%
5/15/2026 Waverly Advisors LLC38,949$2.85M0.0%-8.5%0.040%
5/14/2026 Hilltop 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%
5/14/2026 Liberty One Investment Management LLC28,431$2.08M0.2%+8.1%0.029%
5/14/2026 Sei 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%
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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%


SPLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 829 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 661 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 13,174,888 shares in the last 24 months. This purchase volume represents approximately $960.95M 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 New York Mellon Corp ($853.26K), Northwestern Mutual Wealth Management Co. ($602.00K), Ameriprise Financial Inc. ($486.79K), Bank of America Corp DE ($476.86K), LPL Financial LLC ($372.23K), Morgan Stanley ($340.09K), and Bank of Montreal Can ($286.80K).

Institutional investors have sold a total of 8,144,002 shares in the last 24 months. This volume of shares sold represents approximately $591.56M 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 8/27/2026. New 13F filings are added each quarter as they're published.
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