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

Invesco S&P 500 Low Volatility ETF logo
$70.90 +0.22 (+0.31%)
As of 01/17/2025 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)
321
Total
Institutional Inflows
(last 12 months)
$759.32M
Number of
Institutional Sellers
(last 12 months)
345
Total
Institutional Outflows
(last 12 months)
$674.52M
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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
1/17/2025 Mutual Advisors LLC5,123$362K0.0%-7.1%0.005%
1/17/2025 First PREMIER Bank91,109$6.38M1.6%-1.2%0.084%
1/17/2025 Janney Montgomery Scott LLC335,350$23.48M0.1%+2.5%0.310%
1/17/2025 Bartlett & CO. Wealth Management LLC10,120$708K0.0%-1.9%0.009%
1/17/2025 Lake Hills Wealth Management LLC103,951$7.28M5.0%-2.0%0.096%
1/17/2025 Magnus Financial Group LLC11,059$774K0.1%+1.8%0.010%
1/17/2025 Albion Financial Group UT7,801$546K0.0%+6.4%0.007%
1/17/2025 Global Trust Asset Management LLC2,421$169K0.1%-20.6%0.002%
1/17/2025 Advisory Alpha LLC25,004$1.75M0.1%+3.7%0.023%
1/17/2025 XML Financial LLC29,471$2.06M0.2%+7.0%0.027%
1/17/2025 Sheets Smith Wealth Management32,764$2.29M0.3%+0.5%0.030%
1/17/2025 MCF Advisors LLC915$64K0.0%+553.6%0.001%
1/17/2025 Great Waters Wealth Management23,191$1.62M0.2%-0.8%0.021%
1/17/2025 Monterey Private Wealth Inc.17,636$1.24M0.4%-1.3%0.016%
1/17/2025 Clear Harbor Asset Management LLC25,597$1.79M0.1%+3.5%0.024%
1/16/2025 Lmcg Investments LLC20,077$1.41M0.1%+55.0%0.019%
1/16/2025 Aspiriant LLC7,014$491K0.0%+21.7%0.006%
1/16/2025 Koshinski Asset Management Inc.15,720$1.10M0.0%-5.6%0.015%
1/16/2025 Ulland Investment Advisors LLC900$63K0.0%+28.6%0.001%
1/16/2025 Amplius Wealth Advisors LLC22,591$1.58M0.2%-1.6%0.021%
1/16/2025 MassMutual Private Wealth & Trust FSB7,666$537K0.0%+801.9%0.007%
1/16/2025 Corundum Group Inc.61,155$4.28M1.6%+56.7%0.057%
1/16/2025 SFG Wealth Management LLC.3,384$237K0.1%-12.6%0.003%
1/16/2025 UMB Bank n.a.71,540$5.01M0.1%-1.2%0.066%
1/16/2025 Diversify Advisory Services LLC19,337$1.32M0.1%-0.9%0.018%
1/16/2025 Ballast Inc.194,726$13.63M3.9%+1.6%0.180%
1/16/2025 Liberty One Investment Management LLC35,558$2.49M0.3%+1.2%0.033%
1/15/2025 Meridian Financial LLC13,107$918K0.6%-1.1%0.012%
1/15/2025 Smith Salley Wealth Management18,381$1.29M0.1%-2.9%0.017%
1/15/2025 TruWealth Advisors LLC37,687$2.64M0.2%+3.3%0.035%
1/15/2025 Ameritas Advisory Services LLC16,142$1.13M0.0%-7.4%0.015%
1/15/2025 HB Wealth Management LLC101,352$7.10M0.1%-2.5%0.094%
1/15/2025 Financial & Tax Architects LLC18,551$1.30M0.3%N/A0.017%
1/15/2025 Arkadios Wealth Advisors15,362$1.08M0.1%+36.4%0.014%
1/15/2025 Dominguez Wealth Management Solutions Inc.122,339$8.56M6.2%+1.2%0.113%
1/15/2025 Merit Financial Group LLC1,731,156$121.18M2.2%+11,765.4%1.601%
1/15/2025 Householder Group Estate & Retirement Specialist LLC659$46K0.0%-99.5%0.001%
1/15/2025 Wealthcare Advisory Partners LLC14,021$981K0.0%-24.9%0.013%
1/15/2025 Tompkins Financial Corp24,187$1.69M0.2%+27.9%0.022%
1/15/2025 Sard Wealth Management Group LLC41,063$2.87M1.9%+1.4%0.038%
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1/14/2025 Alaska Permanent Fund Corp4,566,374$319.65M4.7%+1.6%4.223%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC361,193$25.28M0.5%-1.6%0.334%
1/14/2025 Park Avenue Securities LLC35,166$2.46M0.0%+8.2%0.033%
1/14/2025 Capstone Wealth Management Group LLC13,219$925K0.5%+2.0%0.012%
1/14/2025 Fiduciary Financial Group LLC3,575$244K0.1%-23.4%0.003%
1/14/2025 KWB Wealth6,402$459K0.1%N/A0.006%
1/13/2025 Johnson & White Wealth Management LLC46,030$3.21M1.9%+2.2%0.043%
1/13/2025 Pinnacle Wealth Management Group Inc.62,330$4.36M2.7%+10.2%0.058%
1/13/2025 AdvisorNet Financial Inc1,009$71K0.0%-48.7%0.001%
1/13/2025 Vigilare Wealth Management224,875$15.74M6.4%+2.3%0.208%
1/13/2025 Eastern Bank11,445$801K0.0%-20.8%0.011%
1/13/2025 Fragasso Financial Advisors Inc3,391$237K0.0%-4.8%0.003%
1/13/2025 Capital Investment Advisors LLC3,742$262K0.0%N/A0.003%
1/13/2025 Brookstone Capital Management605,607$42.39M0.6%-3.5%0.560%
1/13/2025 City Center Advisors LLC7,751$543K0.6%+39.2%0.007%
1/10/2025 Graypoint LLC9,517$666K0.0%-3.7%0.009%
1/10/2025 HBW Advisory Services LLC15,486$1.08M0.2%-2.8%0.014%
1/10/2025 Ridgewood Investments LLC28,556$2.00M1.0%-0.6%0.026%
1/10/2025 Wealth Enhancement Advisory Services LLC369,250$26.49M0.1%+1.1%0.341%
1/8/2025 Legacy Private Trust Co.13,668$957K0.1%-1.1%0.013%
1/8/2025 Farmers Trust Co.3,100$217K0.0%N/A0.003%
1/8/2025 International Assets Investment Management LLC7,749$540K0.0%N/A0.007%
12/26/2024JPMorgan Chase & Co.212,130$15.22M0.0%-34.5%0.196%
12/13/2024B. Riley Wealth Advisors Inc.13,784$985K0.0%-58.1%0.013%
11/25/2024Synovus Financial Corp12,899$925K0.0%+3.2%0.012%
11/25/2024Tidal Investments LLC122,559$8.79M0.1%N/A0.113%
11/25/2024Wilmington Savings Fund Society FSB1,075$77K0.0%N/A0.001%
11/25/2024World Investment Advisors LLC10,450$750K0.0%+54.1%0.010%
11/25/2024Sanctuary Advisors LLC52,418$3.88M0.0%+19.7%0.048%
11/22/2024Fulcrum Equity Management3,437$247K0.2%N/A0.003%
11/19/2024Barclays PLC17,080$1.23M0.0%+10.3%0.016%
11/15/2024High Falls Advisors Inc4,993$358K0.1%-16.5%0.005%
11/15/2024Barclays PLC17,080$1.23M0.0%+10.3%0.016%
11/15/2024MML Investors Services LLC85,047$6.10M0.0%+1.0%0.079%
11/15/2024Pacific Center for Financial Services67,355$4.83M1.3%-0.5%0.062%
11/15/2024Orion Portfolio Solutions LLC8,926$640K0.0%+114.9%0.008%
11/15/2024Kovitz Investment Group Partners LLC9,183$659K0.0%+15.1%0.008%
11/15/2024Stifel Financial Corp234,561$16.83M0.0%+1.8%0.217%
11/15/2024SageView Advisory Group LLC19,667$1.41M0.1%-1.1%0.018%
11/15/2024Mission Creek Capital Partners Inc.7,918$568K0.1%+68.5%0.007%
11/15/2024IHT Wealth Management LLC17,317$1.24M0.0%-10.4%0.016%
11/15/2024Integrated Wealth Concepts LLC29,510$2.12M0.0%+48.8%0.027%
11/15/2024HighTower Advisors LLC153,173$11.00M0.0%-4.1%0.142%
11/15/2024Hilltop Holdings Inc.26,244$1.88M0.1%+143.5%0.024%
11/15/2024Arrowroot Family Office LLC11,636$835K0.5%+100.6%0.011%
11/15/2024Beck Capital Management LLC23,647$1.70M0.5%N/A0.022%
11/15/2024Benjamin Edwards Inc.66,312$4.76M0.1%N/A0.061%
11/15/2024B&L Asset Management LLC5,322$382K0.2%N/A0.005%
11/14/2024Tradition Wealth Management LLC38,312$2.75M0.2%-6.6%0.035%
11/14/2024L.M. Kohn & Company21,199$1.52M0.4%N/A0.020%
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11/14/2024Rockefeller Capital Management L.P.79,793$5.72M0.0%-4.8%0.074%
11/14/2024Hantz Financial Services Inc.335,879$24.09M0.4%-6.8%0.311%
11/14/2024WFA of San Diego LLC48,552$3.48M2.9%-2.6%0.045%
11/14/2024Bell Investment Advisors Inc153,550$11.01M2.0%+2.5%0.142%
11/14/2024CreativeOne Wealth LLC25,053$1.80M0.1%-1.8%0.023%
11/13/2024Townsquare Capital LLC19,547$1.40M0.0%+11.9%0.018%
11/13/2024Transamerica Financial Advisors Inc.56,988$4.09M0.4%-43.4%0.053%
11/13/2024BNP Paribas Financial Markets20,894$1.50M0.0%+854.5%0.019%
11/13/2024Avestar Capital LLC81,263$5.83M0.6%-7.7%0.075%
11/13/2024Quantbot Technologies LP7,944$570K0.0%N/A0.007%
(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, 782 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 ($319.65M), 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 596 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 ($3.98M), Bank of Montreal Can ($2.98M), Bank of America Corp DE ($2.86M), Global Assets Advisory LLC ($2.50M), Merit Financial Group LLC ($1.72M), LPL Financial LLC ($1.12M), 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 36,434,307 shares in the last 24 months. This purchase volume represents approximately $2.32B in transactions.

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

Of the 518 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 28,971,069 shares in the last 24 months. This volume of shares sold represents approximately $1.83B in transactions.


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This page (NYSEARCA:SPLV) was last updated on 1/21/2025 by MarketBeat.com Staff
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