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

Invesco S&P 500 Low Volatility ETF logo
$73.18 +0.39 (+0.54%)
As of 07/3/2025 05:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
441
Total
Institutional Inflows
(last 12 months)
$1.07B
Number of
Institutional Sellers
(last 12 months)
359
Total
Institutional Outflows
(last 12 months)
$1.03B
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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
7/3/2025 Whitcomb & Hess Inc.3,026$220K0.1%-6.6%0.003%
7/3/2025 City Center Advisors LLC15,747$1.15M1.2%+12.5%0.015%
6/16/2025Peterson Wealth Management3,875$290K0.2%N/A0.004%
6/13/2025Optima Capital LLC48,082$3.59M2.3%N/A0.044%
6/2/2025Modern Wealth Management LLC2,735$204K0.0%N/A0.002%
5/28/2025Wealth Management Associates Inc.5,465$408K0.2%-2.8%0.005%
5/27/2025SWS Partners2,685$201K0.1%N/A0.002%
5/21/2025Geneos Wealth Management Inc.96,190$7.19M0.2%+8.3%0.087%
5/20/2025Fortis Capital Advisors LLC10,591$791K0.2%N/A0.010%
5/20/2025Belpointe Asset Management LLC18,579$1.39M0.1%N/A0.017%
5/20/2025Focus Partners Wealth67,447$5.04M0.0%+133.0%0.061%
5/20/2025Integrity Alliance LLC.14,749$1.10M0.0%+394.6%0.013%
5/19/2025SageView Advisory Group LLC19,349$1.45M0.1%+0.9%0.018%
5/19/2025Advisory Alpha LLC26,499$1.98M0.1%+6.0%0.024%
5/16/2025McIlrath & Eck LLC670$50K0.0%-24.1%0.001%
5/16/2025Ascent Group LLC5,133$384K0.0%N/A0.005%
5/16/2025Coppell Advisory Solutions LLC9,236$690K0.1%+306.3%0.008%
5/16/2025Bell Investment Advisors Inc151,587$11.33M2.1%-0.4%0.137%
5/16/2025Signature Estate & Investment Advisors LLC13,470$1.01M0.0%+30.8%0.012%
5/16/2025Ashton Thomas Private Wealth LLC19,341$1.45M0.1%-3.3%0.018%
5/16/2025Goldman Sachs Group Inc.242,001$18.08M0.0%+1,545.3%0.230%
5/16/2025Jones Financial Companies Lllp153,826$11.49M0.0%+51.7%0.139%
5/16/2025Redwood Financial Network Corp7,626$570K0.4%-2.0%0.007%
5/16/2025Richwood Investment Advisors LLC2,694$201K0.2%N/A0.002%
5/16/2025Pacific Center for Financial Services57,406$4.29M1.1%-14.3%0.052%
5/16/2025NewEdge Advisors LLC215,689$16.12M0.1%-1.0%0.196%
5/16/2025Integrated Wealth Concepts LLC107,270$8.02M0.1%+335.0%0.097%
5/16/2025Curi RMB Capital LLC69,235$5.17M0.1%-10.6%0.063%
5/16/2025AQR Capital Management LLC13,736$1.03M0.0%+151.9%0.012%
5/16/2025Amundi47,400$3.51M0.0%N/A0.043%
5/16/2025Adage Capital Partners GP L.L.C.140,000$10.46M0.0%N/A0.127%
5/15/2025Paragon Private Wealth Management LLC23,739$1.77M0.8%-16.0%0.022%
5/15/2025Federation des caisses Desjardins du Quebec20,392$1.52M0.0%+299.3%0.018%
5/15/2025Focus Partners Advisor Solutions LLC2,724$204K0.0%N/A0.002%
5/15/2025Royal Bank of Canada1,411,700$105.48M0.0%+7.8%1.280%
5/15/2025Graham Capital Management L.P.70,000$5.23M0.1%N/A0.063%
5/15/2025MAI Capital Management133,671$9.99M0.1%+2.3%0.121%
5/15/2025Baird Financial Group Inc.64,624$4.83M0.0%-11.5%0.059%
5/15/2025WPG Advisers LLC899$67K0.1%N/A0.001%
5/15/2025Monterey Private Wealth Inc.17,263$1.29M0.4%-2.1%0.016%
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5/14/2025Transamerica Financial Advisors LLC53,598$4.01M0.4%-4.1%0.049%
5/14/2025Ieq Capital LLC4,367$326K0.0%N/A0.004%
5/14/2025CreativeOne Wealth LLC27,404$2.05M0.1%+7.9%0.025%
5/14/2025WCG Wealth Advisors LLC37,438$2.80M0.2%-5.2%0.034%
5/14/2025Comerica Bank21,601$1.61M0.0%-9.9%0.020%
5/14/2025Synovus Financial Corp11,188$836K0.0%-16.6%0.010%
5/14/2025Napa Wealth Management28,603$2.14M1.2%N/A0.026%
5/14/2025Smartleaf Asset Management LLC3,156$233K0.0%+8.8%0.003%
5/14/2025Northwestern Mutual Wealth Management Co.325,648$24.33M0.0%+98.3%0.295%
5/14/2025Lionshead Wealth Management LLC3,665$274K0.3%-30.4%0.003%
5/14/2025Kestra Advisory Services LLC434,091$32.44M0.2%-36.0%0.394%
5/14/2025Ameriprise Financial Inc.1,592,513$118.99M0.0%+42.7%1.444%
5/14/2025Alaska Permanent Fund Corp2,664,644$194.07M2.7%-41.6%2.416%
5/14/2025CW Advisors LLC4,405$328K0.0%+39.2%0.004%
5/14/2025Summit Financial LLC8,105$606K0.0%+43.3%0.007%
5/14/2025Joseph P. Lucia & Associates LLC7,656$572K0.3%-3.2%0.007%
5/14/2025Banco BTG Pactual S.A.169,463$12.66M3.1%+16.4%0.154%
5/14/2025Tradition Wealth Management LLC36,891$2.76M0.2%-0.7%0.033%
5/14/2025Heritage Financial Services LLC2,684$201K0.0%N/A0.002%
5/14/2025Venture Visionary Partners LLC7,118$532K0.0%-54.3%0.006%
5/14/2025Hsbc Holdings PLC185,271$13.75M0.0%+8.5%0.168%
5/13/2025Aptus Capital Advisors LLC13,270$992K0.0%-8.8%0.012%
5/13/2025Northwest & Ethical Investments L.P.48,247$3.60M0.1%+827.1%0.044%
5/13/2025Steward Partners Investment Advisory LLC59,157$4.42M0.0%+3.0%0.054%
5/13/2025Intrepid Financial Planning Group LLC9,402$703K0.3%-7.1%0.009%
5/13/2025Raymond James Financial Inc.1,115,712$83.37M0.0%+13.9%1.012%
5/13/2025Cresset Asset Management LLC17,443$1.30M0.0%-17.3%0.016%
5/13/2025Boston Family Office LLC3,938$294K0.0%+8.4%0.004%
5/13/2025Sei Investments Co.290,051$21.67M0.2%-5.4%0.263%
5/13/2025Long Island Wealth Management Inc.21,650$1.62M1.0%-1.3%0.020%
5/13/2025Kovitz Investment Group Partners LLC5,865$438K0.0%-47.3%0.005%
5/13/2025Ground Swell Capital LLC3,746$280K0.6%N/A0.003%
5/13/2025Heck Capital Advisors LLC496$37K0.0%-92.5%0.000%
5/13/2025NFP Retirement Inc.27,984$2.09M0.2%-8.1%0.025%
5/13/2025Russell Investments Group Ltd.2,038$152K0.0%+28.7%0.002%
5/13/2025Tlwm6,013$449K0.1%-2.4%0.005%
5/13/2025HighTower Advisors LLC131,721$9.84M0.0%-8.3%0.119%
5/13/2025Elevation Capital Advisory LLC8,321$622K0.3%N/A0.008%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors25,684$1.92M0.2%+646.8%0.023%
5/12/2025Ballast Inc.196,390$14.67M4.2%+0.9%0.178%
5/12/2025Lockheed Martin Investment Management Co.941,500$70.35M2.9%+6.4%0.898%
5/12/2025Invesco Ltd.1,283,030$95.87M0.0%-3.0%1.224%
5/12/2025Simplex Trading LLC23,090$1.73M0.0%+102.1%0.022%
5/12/2025Pandora Wealth Inc.649$48K0.0%N/A0.001%
5/12/2025Benjamin Edwards Inc.8,083$604K0.0%-58.2%0.008%
5/12/2025Avant Capital LLC34,677$2.59M2.2%+1.6%0.033%
5/12/2025Measured Wealth Private Client Group LLC3,746$280K0.1%-17.3%0.004%
5/12/2025Townsquare Capital LLC18,893$1.41M0.0%+1.6%0.018%
5/12/2025Zions Bancorporation National Association UT1,000$75K0.0%N/A0.001%
5/12/2025WBH Advisory Inc.5,859$438K0.0%-2.3%0.006%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

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5/9/2025Chicago Partners Investment Group LLC17,705$1.29M0.0%N/A0.017%
5/9/2025WealthShield Partners LLC2,218$166K0.0%-11.2%0.002%
5/9/2025Atlantic Private Wealth LLC3,539$264K0.2%+99.4%0.003%
5/9/2025MGB Wealth Management LLC19,496$1.45M0.5%+5.4%0.019%
5/9/2025Wealthspire Advisors LLC12,012$898K0.0%-5.4%0.011%
5/9/2025Atria Wealth Solutions Inc.66,273$4.95M0.1%-57.3%0.063%
5/9/2025Syntegra Private Wealth Group LLC34,399$2.57M0.3%-7.8%0.033%
5/9/2025Costello Asset Management INC788$59K0.0%N/A0.001%
5/9/2025Cary Street Partners Financial LLC3,810$285K0.0%-17.3%0.004%
5/9/2025Thoroughbred Financial Services LLC26,442$1.98M0.1%-1.2%0.025%
(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, 848 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 ($476.91M), Balentine LLC ($336.00M), LPL Financial LLC ($267.85M), Dow Chemical Co. DE ($251.14M), Alaska Permanent Fund Corp ($194.07M), 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 638 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: Alaska Permanent Fund Corp ($3.53M), Global Assets Advisory LLC ($2.58M), Bank of Montreal Can ($2.43M), Merit Financial Group LLC ($1.72M), Raymond James Financial Inc. ($1.12M), Bank of New York Mellon Corp ($1.10M), and International Assets Investment Management LLC ($1.08M).

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

Institutional investors have bought a total of 14,843,542 shares in the last 24 months. This purchase volume represents approximately $1.07B in transactions.

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

Of the 359 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 Montreal Can ($3.09M), Alaska Permanent Fund Corp ($1.90M), Bank of America Corp DE ($1.76M), Merit Financial Group LLC ($1.18M), Envestnet Asset Management Inc. ($871.47K), Bank of New York Mellon Corp ($559.85K), and Dynasty Wealth Management LLC ($485.75K).

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

Institutional investors have sold a total of 14,542,100 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.


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This page (NYSEARCA:SPLV) was last updated on 7/5/2025 by MarketBeat.com Staff
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