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

$63.90
-0.41 (-0.64%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
371
Total
Institutional Inflows
(last 12 months)
$1.32B
Number of
Institutional Sellers
(last 12 months)
412
Total
Institutional Outflows
(last 12 months)
$1.22B
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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
4/27/2024Vigilare Wealth Management76,459$5.04M2.5%-21.1%0.067%
4/26/2024Pinnacle Associates Ltd.6,637$437K0.0%-9.2%0.006%
4/26/2024Trueblood Wealth Management LLC18,547$1.22M0.7%-0.8%0.016%
4/26/2024Acorn Wealth Advisors LLC37,190$2.45M1.3%+3.7%0.033%
4/26/2024UMB Bank n.a.84,684$5.58M0.1%-3.4%0.074%
4/26/2024YHB Investment Advisors Inc.2,592$171K0.0%N/A0.002%
4/26/2024McKinley Carter Wealth Services Inc.6,693$441K0.0%-6.1%0.006%
4/26/2024Clear Creek Financial Management LLC33,636$2.22M0.3%+288.9%0.030%
4/26/2024Genworth Financial Inc458,287$30.19M8.7%+0.7%0.402%
4/26/2024MONECO Advisors LLC14,274$940K0.2%+13.5%0.013%
4/26/2024Davies Financial Advisors Inc.3,449$227K0.2%N/A0.003%
4/25/2024Capital Investment Advisory Services LLC59,582$3.93M0.4%+10.0%0.052%
4/25/2024Simplex Trading LLC7,352$484K0.0%-81.9%0.006%
4/25/2024MTM Investment Management LLC14,471$953K0.4%-2.8%0.013%
4/25/2024Eudaimonia Partners LLC3,132$206K0.0%-47.4%0.003%
4/25/2024Signify Wealth46,324$3.05M5.1%+13.4%0.041%
4/25/2024Olistico Wealth LLC7,857$518K0.4%-14.6%0.007%
4/25/2024 Summit Financial LLC5,981$394K0.0%+18.6%0.005%
4/25/2024 Cambridge Investment Research Advisors Inc.330,057$21.74M0.1%-5.4%0.289%
4/24/2024 Round Rock Advisors LLC15,408$1.02M0.2%-23.3%0.014%
4/24/2024 Simplicity Wealth LLC3,161$208K0.0%N/A0.003%
4/24/2024 Spire Wealth Management18,234$1.20M0.0%-1.3%0.016%
4/24/2024 Essex Financial Services Inc.90,043$5.93M0.5%-3.5%0.079%
4/24/2024 Solstein Capital LLC524$35K0.0%-75.8%0.000%
4/23/2024 Wetzel Investment Advisors Inc.6,708$423K0.2%-4.2%0.006%
4/23/2024 Global Retirement Partners LLC12,880$848K0.0%-14.0%0.011%
4/23/2024 Birinyi Associates Inc.48,858$3.22M1.0%N/A0.043%
4/23/2024 Gradient Investments LLC1,651$109K0.0%-56.7%0.001%
4/23/2024 Fifth Third Bancorp4,317$284K0.0%-46.5%0.004%
4/23/2024 Petra Financial Advisors Inc.48,000$3.16M2.3%+4.0%0.042%
4/23/2024 Revisor Wealth Management LLC5,727$368K0.2%N/A0.005%
4/23/2024 Raymond James Financial Services Advisors Inc.533,967$35.17M0.1%-1.1%0.468%
4/22/2024 Nilsine Partners LLC122,589$8.08M1.1%+97.9%0.108%
4/22/2024 PFG Investments LLC73,401$4.84M0.3%+177.1%0.064%
4/22/2024 Laurel Wealth Planning LLC26,430$1.74M1.2%-6.4%0.023%
4/22/2024 Raymond James & Associates346,176$22.80M0.0%-4.8%0.304%
4/22/2024Ashton Thomas Private Wealth LLC23,111$1.52M0.1%+6.0%0.020%
4/19/2024 GenTrust LLC3,705$244K0.0%-12.4%0.003%
4/19/2024 Tempus Wealth Planning LLC21,970$1.45M0.6%-4.4%0.019%
4/19/2024 Cornerstone Wealth Management LLC16,080$1.06M0.1%-20.8%0.014%
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4/19/2024 Advisor Resource Council4,413$278K0.1%+19.9%0.004%
4/19/2024 Trust Co. of Oklahoma8,624$568K0.2%+106.1%0.008%
4/19/2024 Santori & Peters Inc.19,264$1.27M0.5%-5.1%0.017%
4/19/2024 Albion Financial Group UT7,734$509K0.0%-85.4%0.007%
4/18/2024 SeaCrest Wealth Management LLC10,799$711K0.1%-31.0%0.009%
4/18/2024 Measured Wealth Private Client Group LLC15,079$993K0.3%-17.0%0.013%
4/18/2024 Capital Advisors Ltd. LLC208,614$13.74M1.8%-4.2%0.183%
4/18/2024 Dominguez Wealth Management Solutions Inc.115,906$7.64M6.0%+2.9%0.102%
4/18/2024 O ROURKE & COMPANY Inc136,896$9.02M5.2%+0.7%0.120%
4/18/2024 MGO Private Wealth LLC3,651$241K0.2%-10.8%0.003%
4/18/2024 MorganRosel Wealth Management LLC25,220$1.66M0.6%-1.4%0.022%
4/18/2024 SteelPeak Wealth LLC21,860$1.44M0.1%+218.0%0.019%
4/18/2024 WJ Wealth Management LLC3,950$260K0.1%-14.3%0.003%
4/17/2024 Trilogy Capital Inc.17,699$1.17M0.1%-36.2%0.016%
4/16/2024 OneAscent Wealth Management LLC9,268$610K0.2%+4.1%0.008%
4/16/2024 Tsfg LLC625$41K0.0%-80.1%0.001%
4/16/2024 Transform Wealth LLC4,900$323K0.0%N/A0.004%
4/16/2024 Client First Capital LLC66,395$4.37M3.1%+114.7%0.058%
4/16/2024 Wealth Enhancement Advisory Services LLC369,828$24.36M0.1%-70.1%0.324%
4/15/2024 Investment Partners Asset Management Inc.3,253$214K0.2%-21.7%0.003%
4/15/2024 Wealthcare Advisory Partners LLC14,721$970K0.0%+49.0%0.013%
4/15/2024 Corundum Group Inc.38,929$2.56M1.2%+38.3%0.034%
4/15/2024 Ellis Investment Partners LLC71,795$4.73M1.0%-2.1%0.063%
4/15/2024 Aspiriant LLC5,764$380K0.0%+66.4%0.005%
4/15/2024 G&S Capital LLC44,650$2.94M1.3%+2.2%0.039%
4/15/2024 Whitcomb & Hess Inc.3,120$206K0.1%N/A0.003%
4/15/2024 Brookstone Capital Management651,227$42.90M0.8%-4.8%0.571%
4/15/2024 IAM Advisory LLC4,573$301K0.1%-4.0%0.004%
4/15/2024 Flagstar Advisors Inc.6,459$425K0.1%+2.9%0.006%
4/15/2024 Kingswood Wealth Advisors LLC10,027$660K0.1%-12.2%0.009%
4/12/2024 West Coast Financial LLC3,182$210K0.0%N/A0.002%
4/12/2024 Global Assets Advisory LLC2,499,503$164.64M0.5%+6,354.7%1.707%
4/12/2024 Global Trust Asset Management LLC501$33K0.0%+149.3%0.000%
4/12/2024 First PREMIER Bank97,583$6.43M1.7%-3.0%0.067%
4/12/2024Lane & Associates LLC10,165$670K0.4%-3.4%0.007%
4/12/2024 High Net Worth Advisory Group LLC37,351$2.46M0.8%+5.7%0.026%
4/11/2024 International Assets Investment Management LLC13,169$862K0.0%-21.5%0.009%
4/11/2024 &PARTNERS19,485$1.28M0.2%+138.2%0.013%
4/11/2024 Hyperion Partners LLC105,536$6.95M5.1%-0.8%0.072%
4/11/2024 Grey Fox Wealth Advisors LLC13,079$861K0.3%-8.0%0.009%
4/11/2024 RFG Advisory LLC11,330$746K0.0%+48.4%0.008%
4/11/2024 Midwest Financial Group LLC18,539$1.22M0.8%+1.0%0.013%
4/10/2024 Johnson & White Wealth Management LLC45,281$2.98M2.2%-8.1%0.031%
4/10/2024 Park Avenue Securities LLC27,240$1.79M0.0%-15.3%0.019%
4/10/2024 Cox Capital Mgt LLC7,175$473K0.3%+9.5%0.005%
4/10/2024 Legacy Private Trust Co.13,818$910K0.1%+3.9%0.009%
4/10/2024 Clearview Wealth Advisors LLC4,615$304K0.3%-7.9%0.003%
4/9/2024 Alaska Permanent Fund Corp3,027,451$199.42M2.9%+7.6%2.068%
4/8/2024 Tompkins Financial Corp14,013$923K0.1%+31.2%0.010%
4/5/2024 NBC Securities Inc.10,607$698K0.1%-2.6%0.007%
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4/5/2024 Lake Hills Wealth Management LLC111,215$7.33M6.6%-7.9%0.076%
4/1/2024 Appleton Partners Inc. MA4,247$280K0.0%-9.1%0.003%
3/22/2024PNC Financial Services Group Inc.1,307,465$81.93M0.1%-3.5%0.893%
3/15/2024BlueChip Wealth Advisors LLC7,199$451K0.3%N/A0.005%
3/15/2024B. Riley Wealth Advisors Inc.38,317$2.40M0.1%-7.5%0.026%
3/13/2024MONECO Advisors LLC12,579$788K0.1%N/A0.009%
3/8/2024ICA Group Wealth Management LLC4,509$283K0.1%+11.6%0.003%
3/6/2024SageView Advisory Group LLC23,791$1.51M0.1%-43.6%0.016%
3/5/2024Wellington Management Group LLP101,817$6.38M0.0%N/A0.070%
3/1/2024Creekmur Asset Management LLC50,158$3.14M1.0%N/A0.034%
(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, 807 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 672 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 ($3.72M), 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 60,242,797 shares in the last 24 months. This purchase volume represents approximately $3.72B in transactions.

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

Of the 537 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), Hsbc Holdings PLC ($1.31M), Citigroup Inc. ($1.22M), AE Wealth Management LLC ($1.11M), 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 31,477,273 shares in the last 24 months. This volume of shares sold represents approximately $1.96B in transactions.


This page (NYSEARCA:SPLV) was last updated on 4/28/2024 by MarketBeat.com Staff

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