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Invesco S&P International Developed Low Volatility ETF (IDLV) Institutional Ownership

Invesco S&P International Developed Low Volatility ETF logo
$28.40 +0.41 (+1.46%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco S&P International Developed Low Volatility ETF (NYSEARCA:IDLV)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$26.85M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$14.21M
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IDLV Institutional Buying and Selling by Quarter

Invesco S&P International Developed Low Volatility ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Geneos Wealth Management Inc.5,275$147K0.0%+7.9%0.036%
1/13/2025 Johnson & White Wealth Management LLC163,388$4.54M2.7%+2.4%1.127%
1/10/2025 Ridgewood Investments LLC16,900$470K0.2%-18.7%0.117%
11/15/2024Jane Street Group LLC107,127$3.26M0.0%+5.5%0.739%
11/14/2024Flow Traders U.S. LLC71,158$2.17M0.1%+281.8%0.491%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC10,231$311K0.0%N/A0.071%
11/14/2024Bell Investment Advisors Inc149,584$4.55M0.8%-1.2%1.032%
11/13/2024Avestar Capital LLC42,290$1.29M0.1%-8.6%0.292%
11/13/2024FMR LLC24,524$746K0.0%+2.4%0.169%
11/8/2024PNC Financial Services Group Inc.84,969$2.59M0.0%-6.6%0.586%
11/8/2024Prospera Financial Services Inc8,769$267K0.0%-11.7%0.060%
11/1/2024Assetmark Inc.2,123$65K0.0%+234.3%0.015%
11/1/2024Burt Wealth Advisors673,088$20.48M5.0%-1.1%4.642%
10/25/2024SteelPeak Wealth LLC14,807$450K0.0%-3.2%0.102%
10/24/2024Lunt Capital Management Inc.21,798$663K0.3%N/A0.150%
10/24/2024 Wealth Enhancement Advisory Services LLC7,808$238K0.0%-38.1%0.054%
10/22/2024Private Advisor Group LLC10,384$316K0.0%-34.9%0.072%
10/15/2024HTLF Bank289,810$8.82M1.0%+1.2%1.999%
10/7/2024WealthBridge Capital Management LLC15,669$477K0.1%-8.2%0.108%
10/5/2024 Ridgewood Investments LLC20,778$632K0.3%-13.6%0.143%
10/3/2024 Johnson & White Wealth Management LLC159,566$4.85M4.2%+1.3%1.100%
8/16/2024Northwestern Mutual Wealth Management Co.112,525$3.07M0.0%-11.9%0.776%
8/14/2024Bank of Montreal Can43,751$1.23M0.0%N/A0.302%
8/13/2024Sei Investments Co.1,099,724$30.01M0.0%-4.6%7.584%
8/8/2024Envestnet Asset Management Inc.98,878$2.70M0.0%+15.3%0.682%
8/8/2024Sykon Capital LLC7,660$209K0.1%-41.2%0.053%
8/8/2024Bell Investment Advisors Inc151,382$4.13M0.8%+0.3%1.044%
8/6/2024Ausdal Financial Partners Inc.11,257$307K0.0%-27.2%0.078%
7/29/2024 Ridgewood Investments LLC24,050$656K0.4%+1.8%0.166%
7/26/2024Bank of New York Mellon Corp1,011,695$27.61M0.0%-0.7%6.977%
7/23/2024HTLF Bank286,452$7.82M0.9%+1.9%1.976%
7/19/2024 Johnson & White Wealth Management LLC157,518$4.30M4.1%+1.2%1.086%
7/17/2024SteelPeak Wealth LLC15,301$418K0.0%-12.1%0.106%
7/16/2024 Wealth Enhancement Advisory Services LLC12,611$344K0.0%-7.2%0.087%
5/24/2024Cetera Advisors LLC14,451$406K0.0%N/A0.100%
5/16/2024Jane Street Group LLC158,063$4.44M0.0%+11.8%1.090%
5/13/2024Shakespeare Wealth Management LLC18,570$521K0.1%-7.6%0.128%
5/8/2024Bell Investment Advisors Inc150,989$4.24M0.8%-4.7%1.007%
5/8/2024Avantax Advisory Services Inc.43,124$1.21M0.0%+4.3%0.287%
5/7/2024Sei Investments Co.1,152,534$32.35M0.0%-4.5%7.684%
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5/1/2024Wambolt & Associates LLC10,739$301K0.1%-38.5%0.072%
4/30/2024Private Advisor Group LLC63,163$1.77M0.0%+583.9%0.421%
4/30/2024Commonwealth Equity Services LLC39,927$1.12M0.0%-5.7%0.266%
4/23/2024Global Retirement Partners LLC4,369$123K0.0%-32.0%0.029%
4/23/2024Revisor Wealth Management LLC21,404$602K0.3%+110.7%0.143%
4/23/2024Raymond James Financial Services Advisors Inc.76,282$2.14M0.0%+9.1%0.509%
4/18/2024Congress Wealth Management LLC DE228,081$6.40M0.1%+0.6%1.046%
4/18/2024SteelPeak Wealth LLC17,411$489K0.0%+27.0%0.080%
4/12/2024 McNaughton Wealth Management LLC13,605$382K0.2%-29.5%0.062%
4/10/2024 Johnson & White Wealth Management LLC155,622$4.37M3.2%+2.0%0.714%
3/22/2024PNC Financial Services Group Inc.76,518$2.16M0.0%-1.6%0.351%
2/22/2024Scarborough Advisors LLC1,824$51K0.0%N/A0.008%
2/15/2024Bell Investment Advisors Inc158,364$4.46M0.9%-11.9%0.726%
2/14/2024Sei Investments Co.1,206,438$33.99M0.1%+3.3%5.534%
2/13/2024Exencial Wealth Advisors LLC9,023$254K0.0%N/A0.041%
2/12/2024Avestar Capital LLC34,161$962K0.1%+35.2%0.157%
2/12/2024CAP Partners LLC9,357$264K0.3%N/A0.043%
2/9/2024Congress Wealth Management LLC DE226,717$6.39M0.1%-0.4%1.040%
2/9/2024Assetmark Inc.4,361$123K0.0%+21,705.0%0.020%
2/9/2024UBS Group AG307,976$8.68M0.0%+872.0%1.413%
2/9/2024PNC Financial Services Group Inc.76,518$2.16M0.0%-1.6%0.351%
2/7/2024Avantax Advisory Services Inc.41,344$1.17M0.0%+1.2%0.190%
2/7/2024Wambolt & Associates LLC17,471$492K0.1%-27.3%0.080%
2/7/2024JFS Wealth Advisors LLC3,887$109K0.0%-98.5%0.018%
2/7/2024Principal Securities Inc.2,377$67K0.0%N/A0.011%
2/6/2024Private Advisor Group LLC9,236$260K0.0%-24.0%0.042%
2/6/2024National Bank of Canada FI30,336$845K0.0%+4.7%0.139%
2/6/2024Sykon Capital LLC11,178$315K0.1%N/A0.051%
2/6/2024Legacy Financial Advisors Inc.8,344$235K0.0%N/A0.038%
2/1/2024Burt Wealth Advisors698,575$19.68M5.6%-0.2%3.204%
2/1/2024Armbruster Capital Management Inc.108,463$3.06M0.7%-2.0%0.498%
1/31/2024HTLF Bank286,790$8.08M1.0%N/A1.316%
1/26/2024GHP Investment Advisors Inc.8,040$226K0.0%-15.6%0.037%
1/25/2024HBK Sorce Advisory LLC8,220$232K0.0%-30.3%0.038%
1/24/2024Stratos Wealth Partners LTD.9,143$258K0.0%N/A0.042%
1/24/2024SteelPeak Wealth LLC13,708$386K0.0%-10.6%0.063%
1/17/2024 Johnson & White Wealth Management LLC152,634$4.30M3.6%-5.5%0.700%
1/16/2024Raymond James Financial Services Advisors Inc.69,912$1.97M0.0%+14.3%0.321%
1/11/2024Ausdal Financial Partners Inc.22,713$640K0.1%-22.0%0.104%
1/11/2024 Ridgewood Investments LLC23,626$666K0.4%-3.4%0.108%
1/11/2024Revisor Wealth Management LLC10,159$286K0.3%-78.7%0.047%
1/11/2024 McNaughton Wealth Management LLC19,306$544K0.3%-29.9%0.089%
11/16/2023Revisor Wealth Management LLC47,724$1.25M1.1%N/A0.219%
11/15/2023Sei Investments Co.1,167,371$30.47M0.1%-0.8%5.355%
11/15/2023Shakespeare Wealth Management Inc.23,459$612K0.2%-8.0%0.108%
11/14/2023Brown Wealth Management LLC24,372$636K0.3%-53.1%0.112%
11/13/2023LPL Financial LLC201,898$5.27M0.0%-25.1%0.926%
11/13/2023Invesco Ltd.4,787,812$124.95M0.0%-2.0%21.962%
11/13/2023PNC Financial Services Group Inc.77,752$2.03M0.0%-3.1%0.357%
11/8/2023Ausdal Financial Partners Inc.29,125$760K0.1%-28.0%0.134%
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Stocks have been on a tear in 2024… And there’s plenty of great opportunities out there. But one expert says you should forget about EVERY stock for a moment and focus on an even bigger opportunity. The current GOLD supercycle You see, stocks are a dime a dozen for the most part… And, fortunately, they go up more than they go down. But every few decades, precious metals have a systematic supercycle that tends to dwarf the potential of just about anything else. The last time things aligned like this on gold it surged 536%

We put together this handy gold guide for you (no cost) so you know what to look for
11/8/2023Bell Investment Advisors Inc179,689$4.69M1.1%-4.6%0.824%
11/8/2023WealthBridge Capital Management LLC19,093$498K0.2%-2.1%0.088%
11/7/2023Wambolt & Associates LLC24,030$617K0.1%-10.7%0.110%
11/3/2023SteelPeak Wealth LLC15,325$400K0.0%-12.0%0.070%
11/3/2023Private Advisor Group LLC12,156$317K0.0%+3.5%0.056%
11/2/2023JFS Wealth Advisors LLC257,065$6.71M0.6%-25.3%1.179%
10/30/2023Congress Wealth Management LLC DE227,588$5.94M0.1%N/A1.044%
10/27/2023Dubuque Bank & Trust Co250,478$6.54M0.9%+8.3%1.149%
10/24/2023Bank of New York Mellon Corp953,908$24.89M0.0%N/A4.376%
10/24/2023Grey Fox Wealth Advisors LLC43,307$1.13M0.6%-53.7%0.199%
(Data available from 1/1/2016 forward)

IDLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IDLV shares?

During the previous two years, 74 institutional investors and hedge funds held shares of Invesco S&P International Developed Low Volatility ETF. The most heavily invested institutionals were Invesco Ltd. ($124.95M), Sei Investments Co. ($30.01M), Bank of New York Mellon Corp ($27.61M), Burt Wealth Advisors ($20.48M), Advisor Group Holdings Inc. ($14.06M), HTLF Bank ($8.82M), and UBS Group AG ($8.68M).Learn more on IDLV's institutional investors.

Which institutional investors have been buying Invesco S&P International Developed Low Volatility ETF stock?

Of the 58 institutional investors that purchased Invesco S&P International Developed Low Volatility ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($953.91K), Advisor Group Holdings Inc. ($331.48K), HTLF Bank ($295.49K), UBS Group AG ($276.29K), Congress Wealth Management LLC DE ($228.95K), Johnson & White Wealth Management LLC ($179.07K), and Grey Fox Wealth Advisors LLC ($117.94K).

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

Institutional investors have bought a total of 3,253,957 shares in the last 24 months. This purchase volume represents approximately $87.96M in transactions.

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

Of the 43 institutional investors that sold Invesco S&P International Developed Low Volatility ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sei Investments Co. ($677.04K), JFS Wealth Advisors LLC ($390.64K), Legacy Financial Advisors Inc. ($106.48K), Invesco Ltd. ($98.83K), Grey Fox Wealth Advisors LLC ($74.63K), LPL Financial LLC ($67.67K), and Envestnet Asset Management Inc. ($53.13K).

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

Institutional investors have sold a total of 1,818,745 shares in the last 24 months. This volume of shares sold represents approximately $49.39M in transactions.



This page (NYSEARCA:IDLV) was last updated on 1/21/2025 by MarketBeat.com Staff
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