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

Invesco S&P 500 Low Volatility ETF logo
$73.11 -0.21 (-0.29%)
Closing price 04:10 PM Eastern
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$73.15 +0.04 (+0.05%)
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV)

Number of
Institutional Buyers
(last 12 months)
356
Total
Institutional Inflows
(last 12 months)
$871.94M
Number of
Institutional Sellers
(last 12 months)
346
Total
Institutional Outflows
(last 12 months)
$699.91M
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SPLV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025 Wellington 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%
3/17/2025 Wealth Enhancement Advisory Services LLC459,973$32.20M0.1%+26.0%0.444%
3/12/2025 Centaurus Financial Inc.3,636$255K0.0%-24.7%0.004%
3/6/2025 Wood Tarver Financial Group LLC13,791$965K0.3%N/A0.013%
3/6/2025 AG Asset Advisory LLC14,037$983K1.0%N/A0.014%
3/3/2025 Fluent Financial LLC118,118$8.27M3.7%-5.8%0.115%
2/27/2025 Landaas & Co. WI ADV12,697$889K0.2%-3.7%0.012%
2/25/2025 Heck Capital Advisors LLC6,634$464K0.0%N/A0.006%
2/25/2025 Integrated Advisors Network LLC67,318$4.71M0.2%-8.0%0.065%
2/20/2025 Kingstone Capital Partners Texas LLC28,295$1.98M1.6%N/A0.026%
2/19/2025 WCG Wealth Advisors LLC39,473$2.76M0.2%-2.5%0.037%
2/18/2025 Western Wealth Management LLC6,447$451K0.1%-86.2%0.006%
2/18/2025 GTS Securities LLC40,323$2.82M0.1%-77.6%0.037%
2/18/2025 Fourth Dimension Wealth LLC854$60K0.0%N/A0.001%
2/18/2025 Pacific Center for Financial Services66,965$4.69M1.2%-0.6%0.062%
2/18/2025 49 Wealth Management LLC5,299$371K0.1%+81.0%0.005%
2/17/2025 Waverly Advisors LLC43,503$3.05M0.0%-11.9%0.040%
2/17/2025 Visionary Wealth Advisors20,402$1.43M0.1%-3.1%0.019%
2/17/2025 Royal Bank of Canada1,309,196$91.64M0.0%+26.3%1.211%
2/17/2025 Measured Risk Portfolios Inc.765$54K0.1%N/A0.001%
2/17/2025 Millennium Management LLC21,599$1.51M0.0%+153.4%0.020%
2/17/2025 Lionshead Wealth Management LLC5,268$369K0.3%N/A0.005%
2/17/2025 KKM Financial LLC3,367$236K0.1%-5.4%0.003%
2/17/2025 Guardian Wealth Advisors LLC NC12,568$880K0.1%+1.4%0.012%
2/17/2025 Global Assets Advisory LLC35,754$2.49M1.4%-7.5%0.033%
2/17/2025 Focus Partners Wealth28,948$2.12M0.0%+69.8%0.027%
2/17/2025 Clark Capital Management Group Inc.314,339$22.00M0.2%+0.7%0.291%
2/17/2025 D. E. Shaw & Co. Inc.39,038$2.73M0.0%N/A0.036%
2/17/2025 EP Wealth Advisors LLC33,019$2.31M0.0%-0.4%0.031%
2/17/2025 EPG Wealth Management LLC4,101$287K0.1%-47.9%0.004%
2/17/2025 Cresset Asset Management LLC21,080$1.48M0.0%-24.8%0.019%
2/17/2025 Cetera Investment Advisers379,656$26.58M0.1%+5.6%0.351%
2/17/2025 Capstone Investment Advisors LLC40,002$2.80M0.0%N/A0.037%
2/17/2025 Captrust Financial Advisors31,809$2.23M0.0%+1.0%0.029%
2/17/2025 Cary Street Partners Financial LLC4,605$322K0.0%N/A0.004%
2/17/2025 Bank of America Corp DE6,812,979$476.91M0.0%-20.5%6.300%
2/17/2025 Benjamin Edwards Inc.19,334$1.35M0.0%-70.8%0.018%
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2/17/2025 Aptus Capital Advisors LLC14,552$1.02M0.0%-2.9%0.013%
2/17/2025 Arrowroot Family Office LLC12,397$868K0.5%+6.5%0.011%
2/14/2025 Mercer Global Advisors Inc. ADV85,126$5.96M0.0%-3.5%0.079%
2/14/2025 Westbourne Investments Inc.10,711$750K0.4%N/A0.010%
2/14/2025 Headland Capital LLC4,536$318K0.1%N/A0.004%
2/14/2025 Comerica Bank23,981$1.68M0.0%+31.9%0.022%
2/14/2025 Lido Advisors LLC235,247$16.47M0.1%-7.9%0.218%
2/14/2025 Northern Trust Corp4,522$317K0.0%-21.5%0.004%
2/14/2025 Beacon Pointe Advisors LLC18,693$1.31M0.0%+2.4%0.017%
2/14/2025 Prosperity Consulting Group LLC33,871$2.37M0.2%+15.4%0.031%
2/14/2025 Capital Analysts LLC2,792$195K0.0%+6.4%0.003%
2/14/2025 Kovitz Investment Group Partners LLC11,122$779K0.0%+21.1%0.010%
2/14/2025 Integrated Wealth Concepts LLC24,660$1.73M0.0%-16.4%0.023%
2/14/2025 Coppell Advisory Solutions LLC2,273$159K0.0%-90.4%0.002%
2/14/2025 Harvest Investment Services LLC23,590$1.65M0.4%+101.7%0.022%
2/14/2025 Hsbc Holdings PLC170,781$11.93M0.0%-32.9%0.158%
2/14/2025 IHT Wealth Management LLC15,068$1.06M0.0%-13.0%0.014%
2/14/2025 OneDigital Investment Advisors LLC8,076$565K0.0%-6.2%0.007%
2/14/2025 Stifel Financial Corp240,231$16.82M0.0%+2.4%0.222%
2/14/2025 Optivise Advisory Services LLC9,754$683K0.4%-73.8%0.009%
2/14/2025 Transatlantique Private Wealth LLC20,927$1.47M0.6%+2.6%0.019%
2/14/2025 Tradition Wealth Management LLC37,160$2.60M0.2%-3.0%0.034%
2/14/2025 Transce3nd LLC3,162$221K0.1%N/A0.003%
2/14/2025 MML Investors Services LLC86,608$6.06M0.0%+1.8%0.080%
2/14/2025 GeoWealth Management LLC152,520$10.68M0.3%-22.7%0.141%
2/14/2025 Allred Capital Management LLC9,699$679K0.3%-8.3%0.009%
2/13/2025 Broyhill Asset Management4,500$315K0.3%N/A0.004%
2/13/2025 CreativeOne Wealth LLC25,398$1.78M0.1%+1.4%0.023%
2/13/2025 Mariner LLC115,607$8.09M0.0%-1.6%0.107%
2/13/2025 Barclays PLC12,010$841K0.0%-29.7%0.011%
2/13/2025 SageView Advisory Group LLC19,173$1.34M0.1%-2.5%0.018%
2/13/2025 O ROURKE & COMPANY Inc135,354$9.48M4.6%-2.0%0.125%
2/13/2025 Keystone Financial Group9,637$675K0.1%N/A0.009%
2/13/2025 Synovus Financial Corp13,407$939K0.0%+3.9%0.012%
2/13/2025 Virtus Wealth Solutions LLC16,745$1.17M0.3%N/A0.015%
2/13/2025 Townsquare Capital LLC18,599$1.30M0.0%-4.8%0.017%
2/13/2025 Rockefeller Capital Management L.P.78,668$5.51M0.0%-1.4%0.073%
2/13/2025 NFP Retirement Inc.30,454$2.13M0.2%-2.0%0.028%
2/13/2025 Scotia Capital Inc.50,522$3.54M0.0%+1.6%0.047%
2/13/2025 Advisory Services Network LLC20,754$1.45M0.0%-9.4%0.019%
2/13/2025 Renaissance Technologies LLC25,800$1.81M0.0%N/A0.024%
2/13/2025 Invesco Ltd.1,322,443$92.57M0.0%-9.0%1.223%
2/13/2025 Bank of Montreal Can136,145$9.53M0.0%+335.4%0.126%
2/13/2025 Cerity Partners LLC38,503$2.70M0.0%-3.3%0.036%
2/13/2025 Trek Financial LLC66,607$4.66M0.3%-12.8%0.062%
2/13/2025 FMR LLC2,166,228$151.64M0.0%-10.1%2.003%
2/13/2025 Waterloo Capital L.P.111,397$7.80M0.8%+6.0%0.103%
2/13/2025 Russell Investments Group Ltd.1,584$111K0.0%+239.9%0.001%
2/13/2025 Envestnet Asset Management Inc.1,620,687$113.45M0.0%-2.8%1.499%
2/13/2025 Perennial Investment Advisors LLC13,782$965K0.1%-6.6%0.013%
Most gold “analysts” aren’t really gold analysts… [watch out] (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
2/13/2025 Wells Fargo & Company MN1,758,749$123.11M0.0%+0.8%1.626%
2/12/2025 Thoroughbred Financial Services LLC26,754$1.87M0.1%-0.6%0.025%
2/12/2025 World Investment Advisors9,744$682K0.0%-6.8%0.009%
2/12/2025 Biltmore Family Office LLC5,625$394K0.1%-17.8%0.005%
2/12/2025 Milestone Investment Advisors LLC47,084$3.30M0.9%-2.3%0.044%
2/12/2025 Creekmur Asset Management LLC45,997$3.22M0.7%+0.4%0.043%
2/12/2025 National Bank of Canada FI5,651$396K0.0%N/A0.005%
2/12/2025 Hoey Investments Inc.840$59K0.0%N/A0.001%
2/12/2025 Hazlett Burt & Watson Inc.5,450$381K0.2%+15.1%0.005%
2/12/2025 Wellington Management Group LLP173,438$12.14M0.0%N/A0.160%
(Data available from 1/1/2016 forward)

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SPLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPLV shares?

During the previous two years, 814 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 594 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 32,001,037 shares in the last 24 months. This purchase volume represents approximately $2.06B in transactions.

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

Of the 535 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), Wealth Enhancement Advisory Services LLC ($872.26K), and FMR LLC ($602.89K).

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

Institutional investors have sold a total of 29,628,287 shares in the last 24 months. This volume of shares sold represents approximately $1.89B in transactions.



This page (NYSEARCA:SPLV) was last updated on 3/25/2025 by MarketBeat.com Staff
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