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

Invesco S&P 500 Low Volatility ETF logo
$73.96 +0.29 (+0.39%)
(As of 11/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
317
Total
Institutional Inflows
(last 12 months)
$629.06M
Number of
Institutional Sellers
(last 12 months)
357
Total
Institutional Outflows
(last 12 months)
$707.79M
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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
11/22/2024Fulcrum Equity Management3,437$247K0.2%N/A0.003%
11/19/2024 Barclays PLC17,080$1.23M0.0%+10.3%0.016%
11/15/2024 High Falls Advisors Inc4,993$358K0.1%-16.5%0.005%
11/15/2024 Barclays PLC17,080$1.23M0.0%+10.3%0.016%
11/15/2024 MML Investors Services LLC85,047$6.10M0.0%+1.0%0.079%
11/15/2024 Pacific Center for Financial Services67,355$4.83M1.3%-0.5%0.062%
11/15/2024 Orion Portfolio Solutions LLC8,926$640K0.0%+114.9%0.008%
11/15/2024 Kovitz Investment Group Partners LLC9,183$659K0.0%+15.1%0.008%
11/15/2024 Stifel Financial Corp234,561$16.83M0.0%+1.8%0.217%
11/15/2024 SageView Advisory Group LLC19,667$1.41M0.1%-1.1%0.018%
11/15/2024 Mission Creek Capital Partners Inc.7,918$568K0.1%+68.5%0.007%
11/15/2024 IHT Wealth Management LLC17,317$1.24M0.0%-10.4%0.016%
11/15/2024 Integrated Wealth Concepts LLC29,510$2.12M0.0%+48.8%0.027%
11/15/2024 HighTower Advisors LLC153,173$11.00M0.0%-4.1%0.142%
11/15/2024 Hilltop Holdings Inc.26,244$1.88M0.1%+143.5%0.024%
11/15/2024 Arrowroot Family Office LLC11,636$835K0.5%+100.6%0.011%
11/15/2024 Beck Capital Management LLC23,647$1.70M0.5%N/A0.022%
11/15/2024 Benjamin Edwards Inc.66,312$4.76M0.1%N/A0.061%
11/15/2024 B&L Asset Management LLC5,322$382K0.2%N/A0.005%
11/14/2024 Tradition Wealth Management LLC38,312$2.75M0.2%-6.6%0.035%
11/14/2024 L.M. Kohn & Company21,199$1.52M0.4%N/A0.020%
11/14/2024 Rockefeller Capital Management L.P.79,793$5.72M0.0%-4.8%0.074%
11/14/2024 Hantz Financial Services Inc.335,879$24.09M0.4%-6.8%0.311%
11/14/2024 WFA of San Diego LLC48,552$3.48M2.9%-2.6%0.045%
11/14/2024 Bell Investment Advisors Inc153,550$11.01M2.0%+2.5%0.142%
11/14/2024 CreativeOne Wealth LLC25,053$1.80M0.1%-1.8%0.023%
11/13/2024 Townsquare Capital LLC19,547$1.40M0.0%+11.9%0.018%
11/13/2024 Transamerica Financial Advisors Inc.56,988$4.09M0.4%-43.4%0.053%
11/13/2024 BNP Paribas Financial Markets20,894$1.50M0.0%+854.5%0.019%
11/13/2024 Avestar Capital LLC81,263$5.83M0.6%-7.7%0.075%
11/13/2024 Quantbot Technologies LP7,944$570K0.0%N/A0.007%
11/13/2024 D.A. Davidson & CO.22,355$1.60M0.0%-5.9%0.021%
11/13/2024 FMR LLC2,409,593$172.84M0.0%-0.8%2.228%
11/13/2024 Bank of Montreal Can31,267$2.24M0.0%-89.9%0.029%
11/13/2024 Private Trust Co. NA5,236$376K0.0%+18.6%0.005%
11/13/2024 Boston Family Office LLC3,630$260K0.0%-12.0%0.003%
11/13/2024 Estate Counselors LLC3,900$280K0.0%N/A0.004%
11/13/2024 Daiwa Securities Group Inc.32,390$2.32M0.0%+2.9%0.030%
11/12/2024 Centaurus Financial Inc.4,826$346K0.0%-20.3%0.004%
11/12/2024Larson Financial Group LLC435$31K0.0%-45.2%0.000%
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11/12/2024 WESPAC Advisors LLC26,198$1.88M1.4%N/A0.024%
11/12/2024 Lane & Associates LLC4,049$290K0.2%-50.3%0.004%
11/12/2024 Kingsview Wealth Management LLC16,103$1.16M0.0%+15.6%0.015%
11/12/2024 Cerity Partners LLC39,800$2.86M0.0%-20.4%0.037%
11/12/2024 Optivise Advisory Services LLC37,164$2.67M1.4%N/A0.034%
11/12/2024 Great Valley Advisor Group Inc.5,638$405K0.0%-8.9%0.005%
11/12/2024 Citigroup Inc.449,469$32.24M0.0%+1,481.1%0.416%
11/12/2024 49 Wealth Management LLC2,927$210K0.0%N/A0.003%
11/8/2024 Citizens Financial Group Inc. RI11,326$812K0.0%+11.3%0.010%
11/8/2024 MTM Investment Management LLC13,558$970K0.4%-6.3%0.013%
11/8/2024 First Horizon Advisors Inc.41,106$2.95M0.1%+1.4%0.038%
11/8/2024 Northwest Bancshares Inc.3,303$237K0.0%-4.6%0.003%
11/8/2024 Prospera Private Wealth LLC426$31K0.0%N/A0.000%
11/8/2024 PNC Financial Services Group Inc.1,273,685$91.36M0.1%+2.9%1.178%
11/7/2024 Prospera Financial Services Inc244,371$17.53M0.4%-8.5%0.226%
11/7/2024 Tranquility Partners LLC20,892$1.50M0.5%-5.1%0.019%
11/7/2024 OneAscent Wealth Management LLC7,392$530K0.2%-8.1%0.007%
11/7/2024 Tidemark LLC893$64K0.0%+81.5%0.001%
11/6/2024 Adero Partners LLC33,096$2.37M0.2%-3.6%0.031%
11/6/2024 Northcape Wealth Management LLC22,692$1.63M0.5%-3.9%0.021%
11/6/2024 Signature Estate & Investment Advisors LLC10,166$729K0.0%-2.9%0.009%
11/6/2024 OneDigital Investment Advisors LLC8,606$617K0.0%+52.4%0.008%
11/6/2024 Cable Hill Partners LLC3,035$218K0.0%N/A0.003%
11/6/2024 Schrum Private Wealth Management LLC6,938$498K0.3%+96.9%0.006%
11/6/2024 Kovack Advisors Inc.13,629$978K0.1%-12.2%0.013%
11/6/2024 Oppenheimer & Co. Inc.39,468$2.83M0.0%-5.6%0.036%
11/5/2024 Aptus Capital Advisors LLC14,979$1.07M0.0%-10.3%0.014%
11/5/2024 Ashton Thomas Private Wealth LLC21,525$1.54M0.1%-8.9%0.020%
11/5/2024 Intrepid Financial Planning Group LLC10,399$746K0.3%-4.0%0.010%
11/5/2024 Harbour Investments Inc.3,902$280K0.0%+5.4%0.004%
11/4/2024 Jaffetilchin Investment Partners LLC27,296$1.96M0.1%-15.1%0.025%
11/4/2024 Tyler Stone Wealth Management15,623$1.12M0.2%+81.1%0.014%
11/4/2024 Colonial River Investments LLC2,886$207K0.1%-15.6%0.003%
11/4/2024 Round Rock Advisors LLC13,039$935K0.2%-2.9%0.012%
11/4/2024 Axxcess Wealth Management LLC7,484$537K0.0%-34.4%0.007%
11/4/2024 Sigma Planning Corp10,557$757K0.0%-1.6%0.010%
11/2/2024 XML Financial LLC27,541$1.98M0.2%-65.2%0.025%
11/1/2024 Carr Financial Group Corp3,798$272K0.1%+5.6%0.004%
11/1/2024 Sheets Smith Wealth Management32,586$2.34M0.3%-1.1%0.030%
11/1/2024 Atria Investments Inc16,914$1.21M0.0%+330.8%0.016%
11/1/2024 First Personal Financial Services675$48K0.0%-65.1%0.001%
11/1/2024 Tompkins Financial Corp18,913$1.36M0.1%+35.0%0.017%
11/1/2024 Assetmark Inc.1,363$98K0.0%+70.6%0.001%
11/1/2024 Verdence Capital Advisors LLC30,895$2.22M0.2%+3.4%0.029%
11/1/2024 Holistic Planning LLC14,985$1.08M0.5%-35.9%0.014%
11/1/2024 Strategic Family Wealth Counselors L.L.C.89,389$6.41M2.2%-2.3%0.083%
11/1/2024 SFG Wealth Management LLC.3,873$278K0.1%-20.4%0.004%
10/31/2024 Woodmont Investment Counsel LLC27,828$2.00M0.2%-3.5%0.026%
10/31/2024 Cozad Asset Management Inc.62,060$4.45M0.4%-2.0%0.057%
10/31/2024 Advisor Resource Council11,614$833K0.4%N/A0.011%
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10/31/2024 Graypoint LLC9,879$709K0.0%-2.0%0.009%
10/31/2024 Blake Schutter Theil Wealth Advisors LLC13,214$948K0.7%N/A0.012%
10/31/2024 Spinnaker Trust3,076$221K0.0%-88.2%0.003%
10/31/2024 American Capital Advisory LLC12,837$921K0.5%-16.0%0.012%
10/31/2024 Concurrent Investment Advisors LLC18,639$1.34M0.0%+2.0%0.017%
10/30/2024 Milestone Investment Advisors LLC48,205$3.46M1.0%-0.3%0.045%
10/30/2024 Flagship Private Wealth LLC12,549$900K0.5%+21.9%0.012%
10/30/2024 QRG Capital Management Inc.2,825$203K0.0%N/A0.003%
10/30/2024 TKG Advisors LLC8,601$617K0.3%+11.4%0.008%
10/30/2024 Signify Wealth55,753$4.00M4.9%+16.9%0.052%
(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, 783 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), Alaska Permanent Fund Corp ($322.30M), LPL Financial LLC ($296.54M), and Dow Chemical Co. DE ($251.14M).Learn more on SPLV's institutional investors.

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

Of the 609 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: Alaska Permanent Fund Corp ($3.91M), Bank of Montreal Can ($2.98M), Bank of America Corp DE ($2.86M), Global Assets Advisory LLC ($2.50M), LPL Financial LLC ($1.12M), International Assets Investment Management LLC ($1.07M), and Bank of New York Mellon Corp ($1.06M).

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

Institutional investors have bought a total of 35,380,090 shares in the last 24 months. This purchase volume represents approximately $2.24B in transactions.

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

Of the 515 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: Bank of Montreal Can ($3.09M), LPL Financial LLC ($2.58M), Dow Chemical Co. DE ($1.61M), Balentine LLC ($1.51M), Citigroup Inc. ($1.22M), Wealth Enhancement Advisory Services LLC ($906.31K), and UBS Group AG ($740.42K).

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

Institutional investors have sold a total of 28,794,437 shares in the last 24 months. This volume of shares sold represents approximately $1.82B in transactions.



This page (NYSEARCA:SPLV) was last updated on 11/23/2024 by MarketBeat.com Staff
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