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

Invesco S&P 500 Low Volatility ETF logo
$73.69 +0.01 (+0.01%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
461
Total
Institutional Inflows
(last 12 months)
$15.65B
Number of
Institutional Sellers
(last 12 months)
388
Total
Institutional Outflows
(last 12 months)
$923.89M
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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
5/5/2026Beaumont Financial Advisors LLC8,235$602K0.0%-8.8%0.008%
5/5/2026Bank 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%
5/5/2026Geneos Wealth Management Inc.118,203$8.65M0.2%-2.6%0.121%
5/5/2026Harel Insurance Investments & Financial Services Ltd.501$37K0.0%-91.9%0.001%
5/5/2026Advisors 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%
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%
4/30/2026 Hsbc 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%
4/29/2026 Financial Life Advisors18,474$1.35M0.4%+4.7%0.019%
4/29/2026 Broussard Financial Group LLC8,586$628K0.5%+7.6%0.009%
4/29/2026 American Capital Advisory LLC12,306$900K0.4%-1.4%0.013%
4/29/2026 Integrated Advisors Network LLC35,165$2.57M0.1%-26.4%0.036%
4/28/2026 FLP Wealth Management LLC10,960$802K1.3%+90.9%0.011%
4/28/2026 Ascentis Independent Advisors21,691$1.59M0.1%+153.5%0.022%
4/28/2026 Stephens Inc. AR20,038$1.47M0.0%-32.8%0.020%
4/28/2026 Berger Financial Group Inc6,947$508K0.0%-2.0%0.007%
4/28/2026 NBT Bank N A NY4,097$300K0.0%+15.0%0.004%
4/28/2026 Koshinski Asset Management Inc.12,681$927K0.1%-2.4%0.013%
4/28/2026 Value Investment Professionals LLC74,818$5.47M2.5%N/A0.076%
4/27/2026 PFG Investments LLC48,183$3.52M0.2%-16.6%0.049%
4/27/2026 World Investment Advisors7,170$524K0.0%-16.5%0.007%
4/27/2026 Private Advisor Group LLC369,048$26.99M0.1%+1.7%0.373%
4/27/2026 Y Intercept Hong Kong Ltd9,474$693K0.0%N/A0.010%
4/27/2026 Sound Income Strategies LLC1,502$110K0.0%-8.6%0.002%
4/25/2026 Seamount Financial Group Inc.19,964$1.46M0.7%-3.4%0.020%
4/25/2026 TSG Advice Partners LLC69,436$5.08M0.8%N/A0.070%
4/25/2026 Innova Wealth Partners11,727$858K0.4%+175.2%0.012%
4/24/2026 Essex Financial Services Inc.81,190$5.94M0.3%+2.5%0.082%
4/24/2026 TKG Advisors LLC9,003$658K0.3%-92.0%0.009%
4/24/2026 Tcfg Wealth Management LLC3,744$274K0.1%+15.1%0.004%
4/24/2026 Flagship Private Wealth LLC16,714$1.22M0.5%-2.4%0.017%
4/23/2026 Networth Advisors LLC767$56K0.0%N/A0.001%
4/23/2026 Apollon Wealth Management LLC3,467$254K0.0%+6.6%0.004%
4/22/2026 TPG Advisors LLC13,516$989K0.6%-7.3%0.014%
4/22/2026 Janney Montgomery Scott LLC284,434$20.80M0.1%-0.9%0.288%
4/22/2026 Onyx Bridge Wealth Group LLC13,992$1.02M0.1%-5.2%0.014%
4/22/2026 MFA Wealth Services2,738$200K0.1%N/A0.003%
4/22/2026 Trilogy Capital Inc.18,763$1.37M0.1%-52.2%0.019%
4/22/2026 FLP Wealth Management LLC3,584$262K0.4%+164.1%0.004%
4/22/2026 WT Wealth Management39,946$2.92M0.9%+9.5%0.041%
4/22/2026 Meridian Financial Advisors LLC14,776$1.08M0.6%-1.6%0.015%
4/21/2026 Sequent Planning LLC3,771$276K0.1%-14.1%0.004%
4/21/2026 Armbruster Capital Management Inc.529,813$38.75M6.4%+5.1%0.537%
4/21/2026 Long Island Wealth Management Inc.20,102$1.47M0.7%-8.1%0.020%
4/21/2026 Balance Wealth LLC4,654$340K0.1%+6.5%0.005%
4/21/2026 FSC Wealth Advisors LLC6,842$500K9.5%-82.3%0.007%
4/21/2026 Fiduciary Alliance LLC4,275$316K0.0%-7.1%0.004%
4/20/2026 Kestra Private Wealth Services LLC5,438$398K0.0%+5.7%0.006%
4/20/2026 Cardinal Point Capital Management ULC9,880$723K0.0%N/A0.010%
4/20/2026 Corundum Group Inc.46,346$3.39M1.1%+19.4%0.047%
4/20/2026 First PREMIER Bank91,138$6.67M1.5%-4.4%0.092%
4/20/2026 Trust Co. of Oklahoma5,240$383K0.1%-14.2%0.005%
4/20/2026 RFG Advisory LLC8,273$605K0.0%+2.6%0.008%
4/20/2026 Apella Capital LLC4,837$361K0.0%N/A0.005%
4/18/2026 Weaver Capital Management LLC28,807$2.11M0.5%-8.6%0.029%
4/18/2026 Berman McAleer LLC377,051$27.58M3.8%+3.6%0.383%
4/17/2026 WealthBridge Capital Management LLC33,230$2.43M0.6%+0.9%0.034%
4/17/2026 Trinity Wealth Management LLC36,539$2.67M1.0%+9.1%0.037%
4/17/2026 Signal Advisors Wealth LLC3,523$258K0.0%+9.3%0.004%
4/17/2026 Essex Bank3,276$240K0.1%-5.9%0.003%
4/17/2026 Sovereign Financial Group Inc.2,792$204K0.0%N/A0.003%
4/17/2026 Bell Investment Advisors Inc157,085$11.49M1.8%-3.6%0.160%
4/17/2026 High Net Worth Advisory Group LLC34,423$2.52M0.6%-12.5%0.035%
4/17/2026 XML Financial LLC29,773$2.18M0.2%+3.4%0.030%
4/17/2026 Capital Advisors Ltd. LLC156,789$11.47M1.3%-9.2%0.159%
4/17/2026 Brookstone Capital Management560,186$40.97M0.5%+4.2%0.569%
4/16/2026 Smith Salley Wealth Management3,604$264K0.0%-65.4%0.004%
4/16/2026 Stephen J. Garry & Associates LLC2,795$204K0.2%N/A0.003%
4/16/2026 Sheets Smith Wealth Management23,955$1.75M0.2%-10.1%0.024%
3/20/2026Purpose Unlimited Inc.379$27K0.0%N/A0.000%
3/19/2026Painted Porch Advisors LLC309,393$22.10M8.9%-0.8%0.303%
3/17/2026Rockefeller Capital Management L.P.104,213$7.44M0.0%+19.6%0.102%
3/13/2026 World Investment Advisors8,587$613K0.0%+5.9%0.008%
3/12/2026Nalls Sherbakoff Group LLC1,211$86K0.1%N/A0.001%
3/9/2026Corient Private Wealth LLC171,237$12.23M0.0%+5.2%0.167%
3/5/2026Taylor Securities Services Inc.13,425$959K0.4%N/A0.013%
3/4/2026Compass Financial Group Inc. Ohio 15,979$1.14M0.8%N/A0.016%
3/3/2026 Strategic Advisory Partners LLC87,996$6.29M5.2%N/A0.086%
2/25/2026MidFirst Bank15,980$1.14M0.1%N/A0.016%
2/20/2026Sunbelt Securities Inc.725$52K0.0%-24.1%0.001%
2/19/2026Invesco Ltd.1,342,772$95.90M0.0%-6.5%1.313%
2/19/2026 Axxcess Wealth Management LLC4,211$301K0.0%+20.3%0.004%
2/19/2026Corient Private Wealth LLC171,135$12.22M0.0%+5.2%0.167%
2/18/2026Mercer Global Advisors Inc. ADV513,623$36.68M0.1%-6.3%0.502%


SPLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPLV shares?

During the previous two years, 837 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 ($591.22M), Morgan Stanley ($325.01M), LPL Financial LLC ($232.10M), Alaska Permanent Fund Corp ($194.07M), Bank of Montreal Can ($188.56M), and FMR LLC ($151.64M).Learn more on Invesco S&P 500 Low Volatility ETF's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Low Volatility ETF's stock?

Of the 677 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).

How much institutional buying is happening at Invesco S&P 500 Low Volatility ETF?

Institutional investors have bought a total of 214,871,494 shares in the last 24 months. This purchase volume represents approximately $15.65B in transactions.

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

Of the 387 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: Alaska Permanent Fund Corp ($1.90M), Bank of New York Mellon Corp ($853.26K), Bank of America Corp DE ($766.01K), Merit Financial Group LLC ($521.23K), Ameriprise Financial Inc. ($486.79K), Northwestern Mutual Wealth Management Co. ($386.42K), and LPL Financial LLC ($372.23K).

How much institutional selling is happening at Invesco S&P 500 Low Volatility ETF?

Institutional investors have sold a total of 12,657,721 shares in the last 24 months. This volume of shares sold represents approximately $923.89M in transactions.



This page (NYSEARCA:SPLV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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