Invesco S&P 500 Low VolatiliSPLVETF
13F holders, Q1 2024 (March 31)687holders
4famous investors
$65.86avg. 13F price*
At the end of Q1 2024, 687 institutions reported holding Invesco S&P 500 Low Volatili (SPLV) in their 13F filings. The largest holders were Morgan Stanley ($839.5M), Bank of America Corp. ($527.8M) and Dow Chemical Co. ($263.4M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $77.2M |
| Exits | 71 | $86.1M |
Ownership 687 holders
| Morgan Stanley | 0.07% | Add +22.1% | 12,744,933 | $839.5M |
| Bank of America Corp. | 0.05% | Add +43.4% | 8,012,336 | $527.8M |
| Dow Chemical Co. | 41.28% | No change | 3,998,479 | $263.4M |
| Bank of Montreal | 0.07% | Add +59.6% | 3,117,979 | $205.5M |
| Alaska Permanent Fund Corp | 2.94% | Add +7.6% | 3,027,451 | $199.4M |
| LPL Financial LLC | 0.09% | Reduce -13.9% | 2,551,090 | $168.0M |
| FMR LLC | 0.01% | Add +10.3% | 2,502,575 | $164.8M |
| Invesco Ltd. | 0.02% | Reduce -81.3% | 1,671,215 | $110.1M |
| Wells Fargo & Company | 0.03% | Reduce -13.7% | 1,669,225 | $110.0M |
| Commonwealth Equity Services, LLC | 0.17% | Add +0.7% | 1,562,444 | $102.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -2.7% | 1,348,141 | $88.8M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -1.6% | 1,286,521 | $84.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -5.3% | 1,243,669 | $82.0M |
| Bank of New York Mellon Corp | 0.01% | Add +8.3% | 1,165,217 | $76.8M |
| UBS Group AG | 0.02% | Reduce -0.6% | 984,450 | $64.8M |
| Royal Bank of Canada | 0.01% | Reduce -21.6% | 868,707 | $57.2M |
| Equitable Holdings, Inc. | 0.55% | Add +0.2% | 745,761 | $49.1M |
| Securian Asset Management, Inc. | 1.33% | No change | 690,000 | $45.5M |
| Kestra Advisory Services, LLC | 0.29% | Add +4.3% | 665,728 | $43.9M |
| Brookstone Capital Management | 0.77% | Reduce -4.8% | 651,227 | $42.9M |
| Osaic Holdings, Inc. | 0.09% | Reduce -9.6% | 632,493 | $41.7M |
| Two Sigma Advisers, LP | 0.09% | New | 577,700 | $38.1M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -1.1% | 533,967 | $35.2M |
| Dynasty Wealth Management, LLC | 1.06% | — | 505,943 | $33.3M |
| Sei Investments Co. | 0.05% | Reduce -4.8% | 489,750 | $32.3M |
| NewSquare Capital LLC | 2.78% | Add +28.2% | 476,660 | $31.4M |
| Genworth Financial Inc | 8.71% | Add +0.7% | 458,287 | $30.2M |
| Armbruster Capital Management, Inc. | 5.73% | Add +0.4% | 409,120 | $26.9M |
| Hantz Financial Services, Inc. | 0.52% | Reduce -9.4% | 408,685 | $26.9M |
| Credit Suisse AG/ | 0.03% | Add +251.7% | 402,783 | $26.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.57% | Reduce -2.0% | 378,212 | $24.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.1% | 377,467 | $24.9M |
| New England Private Wealth Advisors LLC | 4.30% | Reduce -0.1% | 372,667 | $24.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -70.1% | 369,828 | $24.4M |
| Janney Montgomery Scott LLC | 0.07% | Add +0.4% | 355,328 | $23.4M |
| Raymond James & Associates | 0.02% | Reduce -4.8% | 346,176 | $22.8M |
| Private Advisor Group, LLC | 0.16% | Add +3.8% | 346,015 | $22.8M |
| Qube Research & Technologies Ltd | 0.04% | Add +60.4% | 345,779 | $22.8M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -5.3% | 330,057 | $21.7M |
| Lido Advisors, LLC | 0.18% | Reduce -8.7% | 307,132 | $20.2M |
| Cetera Investment Advisers | 0.05% | Add +256.7% | 306,767 | $20.2M |
| HRT Financial LP | 0.12% | New | 289,604 | $19.1M |
| Prospera Financial Services Inc | 0.56% | Reduce -5.3% | 287,488 | $18.9M |
| Lockheed Martin Investment Management Co. | 1.24% | Add +44.1% | 258,900 | $17.1M |
| Painted Porch Advisors LLC | 9.76% | Add +15.2% | 242,385 | $16.0M |
| FineMark National Bank & Trust | 0.56% | Add +2.6% | 226,755 | $14.9M |
| Stifel Financial Corp. | 0.02% | Reduce -1.3% | 221,507 | $14.6M |
| Capital Advisors, Ltd. LLC | 1.79% | Reduce -4.2% | 208,614 | $13.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -5.8% | 204,873 | $13.5M |
| NewEdge Advisors, LLC | 0.11% | Add +1.0% | 194,671 | $12.8M |
| Ballast, Inc. | 3.77% | Add +1.3% | 181,028 | $11.9M |
| Citigroup Inc. | 0.01% | Add +99.7% | 177,690 | $11.7M |
| JFS Wealth Advisors, LLC | 0.92% | Reduce -21.2% | 176,616 | $11.6M |
| Sykon Capital LLC | 4.11% | Add +102.9% | 172,382 | $11.4M |
| Banco BTG Pactual S.A. | 3.52% | Reduce -3.5% | 171,982 | $11.3M |
| Householder Group Estate & Retirement Specialist, LLC | 3.29% | Reduce -0.9% | 168,075 | $11.1M |
| Waterloo Capital, L.P. | 1.41% | Add +61.5% | 167,493 | $11.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -2.2% | 165,528 | $10.9M |
| Picton Mahoney Asset Management | 0.44% | Reduce -31.0% | 158,249 | $10.4M |
| Bell Investment Advisors, Inc | 1.95% | Reduce -1.6% | 151,496 | $10.0M |
| Csenge Advisory Group | 0.55% | Reduce -39.0% | 150,160 | $9.9M |
| Sowell Financial Services LLC | 0.45% | Reduce -4.3% | 143,677 | $9.5M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -9.3% | 142,040 | $9.4M |
| O'ROURKE & COMPANY, Inc | 5.23% | Add +0.7% | 136,896 | $9.0M |
| Avantax Advisory Services, Inc. | 0.08% | Add +4.3% | 135,863 | $8.9M |
| Spinnaker Trust | 0.57% | Reduce -51.4% | 134,701 | $8.9M |
| Tower Research Capital LLC (TRC) | 0.20% | Add +690.5% | 129,043 | $8.5M |
| Mariner, LLC | 0.02% | Add +0.8% | 127,721 | $8.4M |
| Nilsine Partners, LLC | 1.10% | Add +97.9% | 122,589 | $8.1M |
| Federation des caisses Desjardins du Quebec | 0.06% | Add +833.4% | 121,931 | $8.0M |
| Dominguez Wealth Management Solutions, Inc. | 6.01% | Add +2.9% | 115,906 | $7.6M |
| Squarepoint Ops LLC | 0.03% | Reduce -32.8% | 114,154 | $7.5M |
| Creative Planning | 0.01% | Reduce -0.6% | 111,386 | $7.3M |
| Lake Hills Wealth Management, LLC | 6.59% | Reduce -8.0% | 111,215 | $7.3M |
| HB Wealth Management, LLC | 0.09% | Reduce -0.3% | 110,087 | $7.3M |
| Cwm, LLC | 0.04% | Reduce -6.2% | 109,287 | $7.2M |
| Cherry Tree Wealth Management, LLC | 1.78% | Reduce -5.3% | 107,328 | $7.1M |
| Hyperion Partners, LLC | 5.09% | Reduce -0.8% | 105,536 | $7.0M |
| Advisors Preferred, LLC | 1.16% | Add +4.6% | 104,801 | $6.9M |
| Jackson, Grant Investment Advisers, Inc. | 2.75% | Add +10.0% | 101,784 | $6.7M |
| American Financial & Tax Strategies Inc. | 3.58% | Reduce -1.8% | 101,188 | $6.7M |
| Opes Wealth Management LLC | 1.53% | Add +20.2% | 100,846 | $6.6M |
| Transamerica Financial Advisors, LLC | 0.68% | Add +32.2% | 100,695 | $6.6M |
| Truist Financial Corp. | 0.01% | Reduce -5.1% | 98,681 | $6.5M |
| First PREMIER Bank | 1.70% | Reduce -3.0% | 97,583 | $6.4M |
| Harel Insurance Investments & Financial Services Ltd. | 0.12% | Reduce -13.6% | 96,814 | $6.4M |
| Crestline Management, L.P. | 0.58% | Reduce -22.7% | 92,782 | $6.1M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.7% | 92,463 | $6.1M |
| Strategic Family Wealth Counselors, L.L.C. | 2.40% | Reduce -0.3% | 92,338 | $6.1M |
| MML Investors Services, LLC | 0.02% | Reduce -31.3% | 90,755 | $6.0M |
| Essex Financial Services, Inc. | 0.55% | Reduce -3.5% | 90,043 | $5.9M |
| Burns Matteson Capital Management, LLC | 3.77% | Reduce -17.6% | 88,488 | $5.8M |
| J.W. Cole Advisors, Inc. | 0.29% | Add +67.9% | 87,392 | $5.8M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.9% | 86,035 | $5.7M |
| Avestar Capital, LLC | 0.65% | Add +123.8% | 85,754 | $5.6M |
| UMB Bank, n.a. | 0.09% | Reduce -3.4% | 84,684 | $5.6M |
| Integrated Advisors Network LLC | 0.27% | Add +4.5% | 81,492 | $5.4M |
| Citadel Advisors | 0.01% | Add +63.4% | 81,425 | $5.4M |
| Financial Advocates Investment Management | 0.31% | Reduce -1.2% | 81,591 | $5.3M |
| Geneos Wealth Management Inc. | 0.24% | Reduce -26.9% | 78,141 | $5.1M |
"% 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.