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

Invesco S&P 500 Low Volatility ETF logo
$72.36 -0.14 (-0.19%)
Closing price 08/1/2025 04:10 PM Eastern
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$72.58 +0.22 (+0.30%)
As of 08/1/2025 05:52 PM Eastern
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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)
456
Total
Institutional Inflows
(last 12 months)
$15.23B
Number of
Institutional Sellers
(last 12 months)
368
Total
Institutional Outflows
(last 12 months)
$1.09B
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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
8/1/2025Biltmore Family Office LLC6,025$439K0.1%+7.1%0.006%
8/1/2025Zhang Financial LLC4,227$308K0.0%-38.8%0.004%
8/1/2025 GGM Financials LLC14,151$1.03M0.2%N/A0.014%
8/1/2025Petra Financial Advisors Inc.80,228$5.84M3.7%-41.7%0.077%
8/1/2025GWN Securities Inc.4,120$300K0.1%-83.2%0.004%
8/1/2025Advisory Alpha LLC25,775$1.88M0.1%-2.7%0.025%
8/1/2025Brookwood Investment Group LLC13,288$968K0.2%-1.7%0.013%
8/1/2025First Command Advisory Services Inc.10,981$800K0.0%-5.4%0.011%
8/1/2025Ashton Thomas Private Wealth LLC18,646$1.36M0.0%-3.6%0.018%
8/1/2025American Financial & Tax Strategies Inc.89,922$6.55M3.4%-5.8%0.086%
8/1/2025Solstein Capital LLC1,024$75K0.0%+95.4%0.001%
8/1/2025Envestnet Asset Management Inc.778,889$56.72M0.0%-3.3%0.749%
7/31/2025 VestGen Investment Management6,534$476K0.3%N/A0.006%
7/31/2025 Whipplewood Advisors LLC10,102$736K0.4%-50.7%0.010%
7/31/2025 Pinnacle Wealth Management Group Inc.58,926$4.29M2.5%+3.7%0.057%
7/31/2025 Moloney Securities Asset Management LLC8,717$635K0.1%+2.9%0.008%
7/31/2025 Opes Wealth Management LLC117,107$8.53M1.5%+5.3%0.113%
7/31/2025 Carnegie Investment Counsel3,774$275K0.0%+10.0%0.004%
7/31/2025 FSM Wealth Advisors LLC7,649$558K0.1%N/A0.007%
7/30/2025 Brookstone Capital Management575,598$41.92M0.5%-7.0%0.553%
7/30/2025 D.A. Davidson & CO.27,911$2.03M0.0%+10.7%0.027%
7/30/2025 Pacific Sun Financial Corp4,536$330K0.2%-17.8%0.004%
7/30/2025 Syntegra Private Wealth Group LLC34,122$2.49M0.3%-0.8%0.033%
7/30/2025 Liberty One Investment Management LLC34,022$2.48M0.3%-2.5%0.033%
7/30/2025 Avidian Wealth Enterprises LLC103,028$7.50M0.3%N/A0.099%
7/30/2025 WESPAC Advisors SoCal LLC12,627$919K0.2%+273.1%0.012%
7/29/2025 Stephens Inc. AR70,580$5.14M0.1%+2.1%0.068%
7/29/2025 Chicago Partners Investment Group LLC22,086$1.62M0.0%+24.7%0.021%
7/29/2025 Ballast Inc.7,506$547K0.2%-96.2%0.007%
7/29/2025 International Assets Investment Management LLC10,150$739K0.0%+36.5%0.010%
7/29/2025 Signature Estate & Investment Advisors LLC13,256$965K0.0%-1.6%0.013%
7/29/2025 Koshinski Asset Management Inc.14,676$1.07M0.1%-2.4%0.014%
7/29/2025 Stratos Wealth Partners LTD.44,940$3.27M0.0%-4.7%0.043%
7/29/2025 Private Trust Co. NA5,946$433K0.0%-2.3%0.006%
7/29/2025 Harbor Asset Planning Inc.6,494$473K0.5%N/A0.006%
7/28/2025 Variant Private Wealth LLC13,775$1.00M1.0%-1.6%0.013%
7/28/2025 Patten & Patten Inc. TN13,639$993K0.1%-3.4%0.013%
7/28/2025 Harbour Investments Inc.6,766$493K0.0%+2.6%0.007%
7/28/2025 Sagespring Wealth Partners LLC6,652$484K0.0%N/A0.006%
7/28/2025 RFG Advisory LLC6,777$494K0.0%-34.0%0.007%
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7/28/2025 Axxcess Wealth Management LLC12,513$911K0.0%+82.9%0.012%
7/28/2025 Moran Wealth Management LLC28,662$2.09M0.1%N/A0.028%
7/28/2025 Nadler Financial Group Inc.5,000$364K0.0%N/A0.005%
7/25/2025 Northwest Capital Management Inc23,657$1.72M0.9%-25.5%0.023%
7/25/2025 Verdence Capital Advisors LLC29,928$2.18M0.1%-0.7%0.029%
7/25/2025 Atria Wealth Solutions Inc.85,461$6.23M0.1%+29.0%0.082%
7/25/2025 Sequoia Financial Advisors LLC114,917$8.37M0.1%-33.1%0.110%
7/25/2025 MGO One Seven LLC47,361$3.45M0.1%+8.0%0.046%
7/25/2025 Ellis Investment Partners LLC51,220$3.73M0.7%-1.8%0.049%
7/25/2025 Genesee Capital Advisors LLC37,719$2.75M1.2%N/A0.036%
7/25/2025 CWM LLC247,047$17.99M0.1%+52.2%0.238%
7/25/2025 Concurrent Investment Advisors LLC69,127$5.03M0.1%+0.7%0.066%
7/25/2025 Johnson Investment Counsel Inc.22,622$1.65M0.0%+13.2%0.022%
7/25/2025 Apollon Wealth Management LLC3,504$255K0.0%+6.9%0.003%
7/24/2025 JNBA Financial Advisors1,183$86K0.0%-14.3%0.001%
7/24/2025 Lmcg Investments LLC33,295$2.43M0.2%+13.0%0.032%
7/24/2025 JFS Wealth Advisors LLC164,724$12.00M0.8%-0.7%0.158%
7/24/2025 Robertson Stephens Wealth Management LLC78,453$5.71M0.2%-45.6%0.075%
7/24/2025 Cyndeo Wealth Partners LLC3,417$249K0.0%+13.1%0.003%
7/24/2025 IFP Advisors Inc20,157$1.47M0.0%+120.4%0.019%
7/24/2025 Blair William & Co. IL20,315$1.48M0.0%-5.3%0.020%
7/24/2025 Capital Advisors Ltd. LLC193,776$14.11M1.7%+2.9%0.186%
7/24/2025 Weaver Capital Management LLC32,323$2.35M0.6%-0.7%0.031%
7/24/2025 US Bancorp DE9,843$717K0.0%+16.4%0.009%
7/23/2025 Schrum Private Wealth Management LLC3,148$229K0.2%-10.7%0.003%
7/23/2025 Fluent Financial LLC294,330$21.43M8.8%+151.2%0.283%
7/23/2025 Clear Creek Financial Management LLC51,317$3.74M0.4%+12.1%0.049%
7/23/2025 Virtus Wealth Solutions LLC14,151$1.03M0.2%-15.8%0.014%
7/23/2025 Valmark Advisers Inc.4,889$356K0.0%-16.6%0.005%
7/23/2025 Armbruster Capital Management Inc.458,863$33.41M6.1%+5.5%0.441%
7/23/2025 Financial Life Advisors16,103$1.17M0.4%+46.3%0.015%
7/23/2025 Kingswood Wealth Advisors LLC12,299$896K0.1%-33.6%0.012%
7/23/2025 Meitav Investment House Ltd.4,477$323K0.0%+4.7%0.004%
7/23/2025 Tcfg Wealth Management LLC3,668$267K0.1%+19.9%0.004%
7/23/2025 Trueblood Wealth Management LLC16,519$1.20M0.5%-1.4%0.016%
7/23/2025 Seamount Financial Group Inc.21,613$1.57M0.8%+13.8%0.021%
7/23/2025 SteelPeak Wealth LLC22,982$1.67M0.1%-0.9%0.022%
7/23/2025 Heck Capital Advisors LLC7,034$512K0.0%+1,318.1%0.007%
7/23/2025 Prime Capital Investment Advisors LLC2,882$210K0.0%-32.6%0.003%
7/22/2025 Belpointe Asset Management LLC12,665$922K0.0%-31.8%0.012%
7/22/2025 Berkshire Money Management Inc.40,223$2.93M0.3%N/A0.039%
7/22/2025 DAVENPORT & Co LLC13,601$990K0.0%+39.7%0.013%
7/22/2025 Valpey Financial Services LLC4,909$357K0.2%N/A0.005%
7/22/2025 Woodmont Investment Counsel LLC26,146$1.90M0.1%-1.1%0.025%
7/22/2025 Global Assets Advisory LLC42,082$3.09M1.2%-64.6%0.040%
7/22/2025 Merit Financial Group LLC69,392$5.05M0.1%-87.5%0.067%
7/22/2025 Brown Miller Wealth Management LLC5,770$420K0.1%N/A0.006%
7/22/2025 Highland Capital Management LLC7,444$542K0.0%-11.4%0.007%
7/22/2025 Wealthcare Advisory Partners LLC13,887$1.01M0.0%-50.5%0.013%
7/22/2025 Berger Financial Group Inc6,610$481K0.0%-11.2%0.006%
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7/21/2025 111 Capital8,684$632K0.1%N/A0.008%
7/21/2025 Fortis Capital Advisors LLC8,588$625K0.1%-18.9%0.008%
7/21/2025 Ameritas Advisory Services LLC13,122$956K0.0%-18.9%0.013%
7/21/2025 DHJJ Financial Advisors Ltd.11,220$817K0.3%-2.2%0.011%
7/21/2025 Sovereign Investment Advisors LLC73,800$5.37M1.5%-5.4%0.071%
7/21/2025 Cliftonlarsonallen Wealth Advisors LLC374,000$27.24M0.5%+0.4%0.359%
7/18/2025 TPG Advisors LLC17,509$1.28M0.9%-0.8%0.017%
7/18/2025 Vigilare Wealth Management49,103$3.58M1.3%-75.3%0.047%
7/18/2025 PFG Investments LLC60,480$4.40M0.3%+0.6%0.058%
7/18/2025 Consolidated Portfolio Review Corp23,562$1.72M0.2%+5.0%0.023%
(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, 842 institutional investors and hedge funds held shares of Invesco S&P 500 Low Volatility ETF. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($14.11B), 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), and Alaska Permanent Fund Corp ($194.07M).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 640 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: Kingstone Capital Partners Texas LLC ($193.82M), 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 209,255,728 shares in the last 24 months. This purchase volume represents approximately $15.23B in transactions.

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

Of the 366 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 ($1.66M), Envestnet Asset Management Inc. ($898.05K), 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 15,336,315 shares in the last 24 months. This volume of shares sold represents approximately $1.09B in transactions.



This page (NYSEARCA:SPLV) was last updated on 8/2/2025 by MarketBeat.com Staff
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