Free Trial
→ Trump’s betrayal exposed (From Porter & Company) (Ad) Buy SPLV Stock  Free SPLV Stock Alerts

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

Invesco S&P 500 Low Volatility ETF logo
$71.52 -0.66 (-0.91%)
As of 04:10 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)
365
Total
Institutional Inflows
(last 12 months)
$748.91M
Number of
Institutional Sellers
(last 12 months)
349
Total
Institutional Outflows
(last 12 months)
$789.75M
Get SPLV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 500 Low Volatility ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SPLV Institutional Buying and Selling by Quarter

Remove Ads

Invesco S&P 500 Low Volatility ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Wealth Enhancement Advisory Services LLC544,684$40.70M0.1%+18.4%0.521%
4/16/2025New Century Financial Group LLC5,290$395K0.5%N/A0.005%
4/16/2025Marshall Financial Group LLC3,863$289K0.1%-14.0%0.004%
4/15/2025GPS Wealth Strategies Group LLC13,142$982K0.1%-6.1%0.013%
4/15/2025Capital Advisors Ltd. LLC188,388$14.08M1.9%-1.3%0.180%
4/15/2025Zhang Financial LLC6,905$516K0.0%+63.4%0.007%
4/15/2025Focus Financial Network Inc.53,616$4.01M0.2%-2.2%0.051%
4/15/2025Traction Financial Partners LLC2,761$206K0.2%N/A0.003%
4/15/2025CX Institutional2,902$217K0.0%N/A0.003%
4/15/2025Rockingstone Advisors LLC7,585$567K0.3%-8.9%0.007%
4/15/2025Integrated Advisors Network LLC62,697$4.69M0.2%-6.9%0.060%
4/15/2025Trueblood Wealth Management LLC16,762$1.25M0.6%-10.9%0.016%
4/15/2025Curated Wealth Partners LLC5,235$391K0.1%-21.6%0.005%
4/15/2025Kingstone Capital Partners Texas LLC26,798$2.00M1.6%-5.3%0.026%
4/15/2025Simplicity Wealth LLC3,482$260K0.0%N/A0.003%
4/15/2025 GAMMA Investing LLC2,832$212K0.0%+8.6%0.003%
4/15/2025Wealthcare Advisory Partners LLC28,042$2.10M0.1%+100.0%0.027%
4/15/2025Trust Co. of Oklahoma8,348$624K0.2%-3.2%0.008%
4/14/2025 Northstar Advisory Group LLC95,644$7.15M4.7%N/A0.092%
4/14/2025 Farther Finance Advisors LLC65,720$4.91M0.1%+171.6%0.063%
4/14/2025 Great Waters Wealth Management22,415$1.68M0.2%-3.3%0.021%
4/14/2025 NewSquare Capital LLC465,589$34.79M2.8%-2.5%0.446%
4/14/2025 Greystone Financial Group LLC14,777$1.10M0.2%N/A0.014%
4/14/2025 Lloyd Advisory Services LLC.21,831$1.63M0.8%N/A0.021%
4/14/2025 Park Avenue Securities LLC11,288$843K0.0%-67.9%0.011%
4/14/2025 Flagship Private Wealth LLC15,776$1.18M0.6%+14.0%0.015%
4/14/2025 City Center Advisors LLC13,999$1.05M1.2%+80.6%0.013%
4/14/2025 UMB Bank n.a.67,305$5.03M0.1%-5.9%0.064%
4/11/2025 Disciplined Investments LLC2,768$207K0.1%N/A0.003%
4/11/2025 Sard Wealth Management Group LLC41,340$3.09M2.1%+0.7%0.040%
4/11/2025 IAM Advisory LLC4,957$370K0.1%+8.5%0.005%
4/11/2025 SeaCrest Wealth Management LLC5,475$409K0.0%-51.3%0.005%
4/11/2025 Magnus Financial Group LLC11,429$854K0.1%+3.3%0.011%
4/11/2025 Pinnacle Wealth Management Group Inc.56,826$4.25M3.0%-8.8%0.054%
4/10/2025 Trinity Wealth Management LLC26,224$1.96M0.9%-1.9%0.025%
4/10/2025 KWB Wealth5,381$377K0.0%-15.9%0.005%
4/10/2025 Lmcg Investments LLC29,469$2.20M0.1%+46.8%0.028%
4/10/2025 Fluent Financial LLC117,181$8.76M3.8%-0.8%0.112%
4/10/2025 Park Edge Advisors LLC40,972$3.06M0.9%-15.4%0.039%
4/10/2025 TruWealth Advisors LLC40,072$2.99M0.2%+6.3%0.038%
First look: The $3,500 iPhone (Ad)

Did you hear that just before Trump's tariffs took effect, Apple sent five cargo planes packed with MacBooks and iPhones from China and India to the U.S.? That's because Apple's doing whatever it can to save the company and stop investors from dumping their stock. The iPhone maker is now down nearly $800 billion in market value in just a few days.

I recently flew a camera crew halfway across the country to meet me in Fort Worth, Texas so I could
4/10/2025 Whipplewood Advisors LLC20,490$1.53M0.5%+97.2%0.020%
4/9/2025 RFG Advisory LLC10,265$767K0.0%-4.5%0.010%
4/9/2025 HBW Advisory Services LLC15,182$1.13M0.2%-2.0%0.015%
4/9/2025 Merit Financial Group LLC553,467$41.36M0.6%-68.0%0.530%
4/9/2025 Gradient Investments LLC2,828$211K0.0%-29.7%0.003%
4/9/2025 Graves Light Lenhart Wealth Inc.7,578$566K0.1%+8.4%0.007%
4/9/2025 Fragasso Financial Advisors Inc3,236$242K0.0%-4.6%0.003%
4/9/2025 NBC Securities Inc.6,158$460K0.0%+102,533.3%0.006%
4/9/2025 Kaizen Financial Strategies3,185$238K0.1%N/A0.003%
4/8/2025 Conrad Siegel Investment Advisors Inc.2,713$203K0.1%N/A0.003%
4/8/2025 Investors Research Corp30,571$2.28M0.5%-0.6%0.029%
4/8/2025 Parallel Advisors LLC30,542$2.28M0.0%-4.2%0.029%
4/7/2025 Summit Global Investments197,712$14.77M1.1%N/A0.189%
4/7/2025 GAMMA Investing LLC211,607$158.11M0.0%+8,016.9%0.203%
4/7/2025 AdvisorNet Financial Inc2,273$170K0.0%+125.3%0.002%
4/4/2025 Farmers Trust Co.3,905$292K0.1%+26.0%0.004%
4/4/2025 Legacy Private Trust Co.12,668$947K0.1%-7.3%0.012%
4/1/2025 MassMutual Private Wealth & Trust FSB14,637$1.09M0.0%+90.9%0.014%
3/24/2025Wellington Management Group LLP173,438$12.14M0.0%N/A0.167%
3/24/2025Mascagni Wealth Management Inc.2,595$182K0.2%N/A0.003%
3/21/2025Prostatis Group LLC3,370$236K0.1%N/A0.003%
3/18/2025111 Capital21,599$1.51M0.3%N/A0.021%
3/17/2025Wealth Enhancement Advisory Services LLC459,973$32.20M0.1%+26.0%0.444%
3/12/2025Centaurus Financial Inc.3,636$255K0.0%-24.7%0.004%
3/6/2025Wood Tarver Financial Group LLC13,791$965K0.3%N/A0.013%
3/6/2025AG Asset Advisory LLC14,037$983K1.0%N/A0.014%
3/3/2025 Fluent Financial LLC118,118$8.27M3.7%-5.8%0.115%
2/27/2025Landaas & Co. WI ADV12,697$889K0.2%-3.7%0.012%
2/25/2025Heck Capital Advisors LLC6,634$464K0.0%N/A0.006%
2/25/2025Integrated Advisors Network LLC67,318$4.71M0.2%-8.0%0.065%
2/20/2025Kingstone Capital Partners Texas LLC28,295$1.98M1.6%N/A0.026%
2/19/2025WCG Wealth Advisors LLC39,473$2.76M0.2%-2.5%0.037%
2/18/2025Western Wealth Management LLC6,447$451K0.1%-86.2%0.006%
2/18/2025GTS Securities LLC40,323$2.82M0.1%-77.6%0.037%
2/18/2025Fourth Dimension Wealth LLC854$60K0.0%N/A0.001%
2/18/2025Pacific Center for Financial Services66,965$4.69M1.2%-0.6%0.062%
2/18/202549 Wealth Management LLC5,299$371K0.1%+81.0%0.005%
2/17/2025Waverly Advisors LLC43,503$3.05M0.0%-11.9%0.040%
2/17/2025Visionary Wealth Advisors20,402$1.43M0.1%-3.1%0.019%
2/17/2025Royal Bank of Canada1,309,196$91.64M0.0%+26.3%1.211%
2/17/2025Measured Risk Portfolios Inc.765$54K0.1%N/A0.001%
2/17/2025Millennium Management LLC21,599$1.51M0.0%+153.4%0.020%
2/17/2025Lionshead Wealth Management LLC5,268$369K0.3%N/A0.005%
2/17/2025KKM Financial LLC3,367$236K0.1%-5.4%0.003%
2/17/2025Guardian Wealth Advisors LLC NC12,568$880K0.1%+1.4%0.012%
2/17/2025Global Assets Advisory LLC35,754$2.49M1.4%-7.5%0.033%
2/17/2025Focus Partners Wealth28,948$2.12M0.0%+69.8%0.027%
2/17/2025Clark Capital Management Group Inc.314,339$22.00M0.2%+0.7%0.291%
2/17/2025D. E. Shaw & Co. Inc.39,038$2.73M0.0%N/A0.036%
2/17/2025EP Wealth Advisors LLC33,019$2.31M0.0%-0.4%0.031%
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad)

$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth.

Click here to see his new research now.
2/17/2025EPG Wealth Management LLC4,101$287K0.1%-47.9%0.004%
2/17/2025Cresset Asset Management LLC21,080$1.48M0.0%-24.8%0.019%
2/17/2025Cetera Investment Advisers379,656$26.58M0.1%+5.6%0.351%
2/17/2025Capstone Investment Advisors LLC40,002$2.80M0.0%N/A0.037%
2/17/2025Captrust Financial Advisors31,809$2.23M0.0%+1.0%0.029%
2/17/2025Cary Street Partners Financial LLC4,605$322K0.0%N/A0.004%
2/17/2025Bank of America Corp DE6,812,979$476.91M0.0%-20.5%6.300%
2/17/2025Benjamin Edwards Inc.19,334$1.35M0.0%-70.8%0.018%
2/17/2025Aptus Capital Advisors LLC14,552$1.02M0.0%-2.9%0.013%
2/17/2025Arrowroot Family Office LLC12,397$868K0.5%+6.5%0.011%
(Data available from 1/1/2016 forward)

Remove Ads

SPLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPLV shares?

During the previous two years, 820 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), Alaska Permanent Fund Corp ($319.65M), LPL Financial LLC ($296.54M), Dow Chemical Co. DE ($251.14M), and FMR LLC ($151.64M).Learn more on SPLV's institutional investors.

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

Of the 599 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 ($3.53M), Global Assets Advisory LLC ($2.50M), Bank of Montreal Can ($2.43M), Merit Financial Group LLC ($1.72M), Bank of New York Mellon Corp ($1.10M), International Assets Investment Management LLC ($1.08M), and Raymond James Financial Inc. ($979.70K).

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

Institutional investors have bought a total of 32,164,320 shares in the last 24 months. This purchase volume represents approximately $2.08B in transactions.

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

Of the 538 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), Bank of America Corp DE ($1.76M), Dow Chemical Co. DE ($1.61M), Balentine LLC ($1.43M), Merit Financial Group LLC ($1.29M), and Wealth Enhancement Advisory Services LLC ($872.26K).

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

Institutional investors have sold a total of 30,686,746 shares in the last 24 months. This volume of shares sold represents approximately $1.97B in transactions.


Related Companies

This page (NYSEARCA:SPLV) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Is it CRAZY to still want reliable profits, despite this market?
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Markets in Chaos? Here’s What to Do.
Wall Street's on edge with tariffs. And volatility? It's not slowing down. You've seen the headlines… Bu...
Investors Alley | Sponsored
How War with China Could Start in 128 Days
The clock is ticking. Those who aren't prepared could lose everything. I've identified 43 investments we...
Behind the Markets | Sponsored