Invesco S&P 500 Low VolatiliSPLVETF
13F holders, Q2 2026 (June 30)760holders +1
55new positions
50sold out
5famous investors
$75.08avg. 13F price*
At the end of Q2 2026, 760 institutions reported holding Invesco S&P 500 Low Volatili (SPLV) in their 13F filings, up 1 from Q1 2026. 55 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($521.8M), Morgan Stanley ($370.3M) and LPL Financial LLC ($286.7M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Invesco S&P 500 Low Volatili
- CUSIP
- 46138E354
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $161.9M |
| Exits | 50 | $97.8M |
All 13F filers, Q1 2026 → Q2 2026: 8,393,950 shares bought and 9,336,570 shares sold, net −942,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 760 holders
| Bank of America Corp. | 0.03% | Add +13.4% | 6,966,141 | $521.8M |
| Morgan Stanley | 0.02% | Add +1.5% | 4,943,390 | $370.3M |
| LPL Financial LLC | 0.06% | Add +26.3% | 3,827,985 | $286.7M |
| FMR LLC | 0.01% | Reduce -7.4% | 2,186,519 | $163.8M |
| Royal Bank of Canada | 0.02% | Add +23.9% | 1,839,172 | $137.8M |
| Two Sigma Investments, LP | 0.09% | Reduce -63.0% | 1,536,900 | $115.1M |
| Wells Fargo & Company | 0.02% | Reduce -16.7% | 1,396,456 | $104.6M |
| Picton Mahoney Asset Management | 0.87% | Add +31.8% | 1,254,188 | $93.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -30.9% | 1,240,133 | $92.9M |
| Raymond James Financial Inc. | 0.02% | Add +19.6% | 1,121,670 | $84.0M |
| CI Investments Inc. | 0.25% | New | 1,058,154 | $79.3M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.4% | 990,440 | $74.2M |
| UBS Group AG | 0.01% | Add +11.1% | 949,892 | $71.1M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -25.6% | 836,710 | $62.7M |
| Osaic Holdings, Inc. | 0.07% | Add +26.1% | 740,238 | $55.5M |
| Securian Asset Management, Inc. | 1.90% | No change | 690,000 | $52.8M |
| Qube Research & Technologies Ltd | 0.05% | Add +307.4% | 617,466 | $46.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.6% | 608,840 | $45.6M |
| Armbruster Capital Management, Inc. | 6.03% | Add +1.9% | 540,041 | $40.4M |
| Cetera Investment Advisers | 0.04% | Add +17.7% | 519,513 | $38.9M |
| Brookstone Capital Management | 0.39% | Reduce -8.5% | 512,689 | $38.4M |
| JPMorgan Chase & Co. | 0.00% | Add +39.3% | 500,430 | $37.8M |
| Private Advisor Group, LLC | 0.16% | Add +30.1% | 480,267 | $36.0M |
| Genworth Financial Inc | 7.34% | No change | 476,493 | $35.7M |
| Citigroup Inc. | 0.02% | Add +660.4% | 439,459 | $32.9M |
| Berman McAleer LLC | 3.49% | Add +6.6% | 402,028 | $30.1M |
| New England Private Wealth Advisors LLC | 2.73% | Add +0.1% | 366,189 | $28.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.33% | Reduce -5.5% | 331,823 | $24.9M |
| Painted Porch Advisors LLC | 10.60% | Add +0.0% | 323,825 | $24.3M |
| Jones Financial Companies LLLP | 0.01% | Reduce -5.4% | 309,928 | $23.5M |
| Janney Montgomery Scott LLC | 0.04% | Add +6.8% | 303,836 | $22.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +10.5% | 296,112 | $22.5M |
| Cambria Investment Management, L.P. | 1.10% | Add +8.3% | 297,416 | $22.3M |
| Empowered Funds, LLC | 0.12% | Add +8.2% | 297,416 | $22.3M |
| Scarborough Advisors, LLC | 2.47% | Add +131704.1% | 288,651 | $21.5M |
| Hantz Financial Services, Inc. | 0.28% | Add +0.0% | 280,102 | $21.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -32.7% | 272,595 | $20.4M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -9.1% | 270,128 | $20.2M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -35.7% | 263,709 | $19.8M |
| Stifel Financial Corp. | 0.02% | Reduce -2.6% | 256,200 | $19.2M |
| Sei Investments Co. | 0.02% | Reduce -3.1% | 239,390 | $17.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -76.3% | 233,427 | $17.5M |
| NewSquare Capital LLC | 1.27% | Add +26.7% | 228,650 | $17.1M |
| Dynasty Wealth Management, LLC | 0.13% | Reduce -29.5% | 225,564 | $16.9M |
| Diametric Capital, LP | 1.79% | Add +466.9% | 225,231 | $16.9M |
| Arax Advisory Partners | 0.11% | Add +1520.1% | 220,966 | $16.6M |
| Equitable Holdings, Inc. | 0.10% | Reduce -11.7% | 216,756 | $16.2M |
| Prospera Financial Services Inc | 0.22% | Reduce -1.3% | 198,593 | $14.9M |
| Commerce Bank | 0.06% | Reduce -12.2% | 193,882 | $14.5M |
| HSBC Holdings PLC | 0.01% | Add +417.7% | 185,854 | $14.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -53.5% | 187,615 | $14.1M |
| Geneos Wealth Management Inc. | 0.28% | Add +53.3% | 181,182 | $13.6M |
| Ballast, Inc. | 2.45% | Add +1.5% | 173,437 | $13.0M |
| Jump Financial, LLC | 0.13% | Add +108.8% | 170,504 | $12.8M |
| Dominguez Wealth Management Solutions, Inc. | 7.03% | Add +0.7% | 170,427 | $12.8M |
| Bell Investment Advisors, Inc | 1.84% | Add +6.8% | 167,698 | $12.6M |
| EP Wealth Advisors, LLC | 0.05% | Add +407.6% | 162,597 | $12.2M |
| JFS Wealth Advisors, LLC | 0.60% | Reduce -1.2% | 161,837 | $12.1M |
| Corient Private Wealth LP | 0.02% | Reduce -1.8% | 158,154 | $11.8M |
| NewEdge Advisors, LLC | 0.04% | Add +5.8% | 157,048 | $11.8M |
| Alliance Wealth Advisors, LLC | 2.17% | Add +32.7% | 153,535 | $11.5M |
| Lido Advisors, LLC | 0.04% | Reduce -18.3% | 152,649 | $11.4M |
| HighTower Advisors, LLC | 0.01% | Add +2.9% | 150,704 | $11.3M |
| Capital Investment Advisory Services, LLC | 0.70% | Reduce -42.3% | 150,473 | $11.3M |
| Capital Advisors, Ltd. LLC | 1.14% | Reduce -4.0% | 150,472 | $11.3M |
| MML Investors Services, LLC | 0.02% | Add +73.3% | 149,779 | $11.2M |
| MAI Capital Management | 0.04% | Add +0.5% | 144,495 | $10.8M |
| Creative Planning | 0.01% | Reduce -1.5% | 142,474 | $10.7M |
| Millennium Management | 0.01% | Add +1542.2% | 140,523 | $10.5M |
| Invesco Ltd. | 0.00% | Reduce -88.8% | 134,003 | $10.0M |
| O'ROURKE & COMPANY, Inc | 3.45% | Reduce -0.9% | 131,930 | $9.9M |
| Traynor Capital Management, Inc. | 0.46% | Add +0.0% | 130,074 | $9.7M |
| Nilsine Partners, LLC | 0.64% | Add +3.9% | 122,667 | $9.2M |
| Commonwealth Financial Services, LLC | 1.18% | New | 117,275 | $8.8M |
| Vigilare Wealth Management | 2.63% | Add +225.2% | 114,391 | $8.6M |
| Waterloo Capital, L.P. | 0.48% | Reduce -22.5% | 113,513 | $8.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.5% | 111,868 | $8.4M |
| Truist Financial Corp. | 0.01% | Add +4.2% | 111,620 | $8.4M |
| Fortune Financial Group, Inc. | 6.51% | Reduce -43.0% | 110,796 | $8.3M |
| Stewardship Advisors, LLC | 1.68% | New | 108,029 | $8.1M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -0.3% | 101,327 | $7.6M |
| HB Wealth Management, LLC | 0.04% | Add +0.0% | 100,929 | $7.6M |
| Jackson, Grant Investment Advisers, Inc. | 2.35% | Reduce -5.8% | 100,808 | $7.6M |
| Park Avenue Securities LLC | 0.05% | Add +8.9% | 98,802 | $7.4M |
| Strategic Advisory Partners, LLC | 5.13% | Add +3.4% | 96,573 | $7.2M |
| GTS Securities LLC | 0.15% | New | 95,221 | $7.1M |
| CFG Wealth Management Services, Inc. | 6.89% | No change | 94,664 | $7.1M |
| Vaquero Private Wealth, Ltd. | 1.43% | — | 93,086 | $7.0M |
| Focus Partners Wealth | 0.01% | Add +7.7% | 91,819 | $6.9M |
| First PREMIER Bank | 1.10% | Reduce -0.2% | 90,988 | $6.8M |
| Petra Financial Advisors Inc. | 3.11% | Add +7.7% | 89,546 | $6.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 88,300 | $6.6M |
| SteelPeak Wealth, LLC | 0.17% | Add +14.3% | 85,394 | $6.4M |
| Waverly Advisors, LLC | 0.04% | Add +118.0% | 84,895 | $6.4M |
| Strategic Family Wealth Counselors, L.L.C. | 1.47% | Reduce -0.0% | 84,613 | $6.3M |
| Mariner, LLC | 0.01% | Reduce -30.1% | 83,931 | $6.3M |
| Essex Financial Services, Inc. | 0.31% | Add +0.9% | 81,890 | $6.1M |
| American Financial & Tax Strategies Inc. | 2.76% | Reduce -0.5% | 81,484 | $6.1M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +3.9% | 80,047 | $6.0M |
| Curi Capital, LLC | 0.09% | Add +6.2% | 79,817 | $6.0M |
"% of holder's portfolio" is SPLV's weight in each manager's 13F, not the share of Invesco S&P 500 Low Volatili the manager owns.