Invesco S&P 500 Low VolatiliSPLVETF
13F holders, Q4 2024 (December 31)745holders +34
40new positions
48sold out
5famous investors
$70.07avg. 13F price*
At the end of Q4 2024, 745 institutions reported holding Invesco S&P 500 Low Volatili (SPLV) in their 13F filings, up 34 from Q3 2024. 40 opened new positions and 48 sold out. The largest holders were Morgan Stanley ($580.2M), Bank of America Corp. ($476.9M) and Alaska Permanent Fund Corp ($319.6M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $70.5M |
| Exits | 48 | $75.9M |
All 13F filers, Q3 2024 → Q4 2024: 5,128,681 shares bought and 5,310,777 shares sold, net −182,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 745 holders
| Morgan Stanley | 0.04% | Add +1.0% | 8,288,466 | $580.2M |
| Bank of America Corp. | 0.04% | Reduce -20.6% | 6,812,979 | $476.9M |
| Alaska Permanent Fund Corp | 4.74% | Add +1.6% | 4,566,374 | $319.6M |
| LPL Financial LLC | 0.09% | Add +1.9% | 2,991,425 | $209.4M |
| FMR LLC | 0.01% | Reduce -10.1% | 2,166,228 | $151.6M |
| Wells Fargo & Company | 0.03% | Add +0.8% | 1,758,749 | $123.1M |
| Merit Financial Group, LLC | 2.18% | Add +11765.4% | 1,731,156 | $121.2M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -2.8% | 1,620,687 | $113.4M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -2.7% | 1,430,565 | $100.1M |
| Bank of New York Mellon Corp | 0.02% | Add +3.3% | 1,348,811 | $94.4M |
| Invesco Ltd. | 0.02% | Reduce -9.0% | 1,322,443 | $92.6M |
| Royal Bank of Canada | 0.02% | Add +26.3% | 1,309,196 | $91.6M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -1.8% | 1,251,340 | $87.6M |
| Ameriprise Financial Inc. | 0.02% | Add +0.0% | 1,115,734 | $78.1M |
| Raymond James Financial Inc. | 0.03% | — | 979,701 | $68.6M |
| Lockheed Martin Investment Management Co. | 2.47% | Add +168.9% | 885,200 | $62.0M |
| UBS Group AG | 0.01% | Reduce -2.8% | 848,962 | $59.4M |
| Securian Asset Management, Inc. | 1.41% | No change | 690,000 | $48.3M |
| Kestra Advisory Services, LLC | 0.26% | Add +0.1% | 678,680 | $47.5M |
| Private Advisor Group, LLC | 0.27% | Add +97.5% | 673,494 | $47.1M |
| Equitable Holdings, Inc. | 0.43% | Reduce -2.0% | 652,294 | $45.7M |
| Brookstone Capital Management | 0.62% | Reduce -3.5% | 605,607 | $42.4M |
| Dynasty Wealth Management, LLC | 0.61% | Reduce -8.7% | 506,440 | $35.5M |
| Osaic Holdings, Inc. | 0.08% | Reduce -11.4% | 497,366 | $34.8M |
| NewSquare Capital LLC | 2.67% | Add +0.3% | 477,352 | $33.4M |
| Genworth Financial Inc | 8.42% | Add +0.3% | 465,042 | $32.6M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +25.9% | 459,973 | $32.2M |
| Armbruster Capital Management, Inc. | 5.91% | Add +2.0% | 415,589 | $29.1M |
| Cetera Investment Advisers | 0.06% | Add +5.6% | 379,656 | $26.6M |
| New England Private Wealth Advisors LLC | 4.13% | Reduce -0.1% | 372,730 | $26.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.49% | Reduce -1.6% | 361,193 | $25.3M |
| Janney Montgomery Scott LLC | 0.07% | Add +2.5% | 335,350 | $23.5M |
| JPMorgan Chase & Co. | 0.00% | Add +53.3% | 325,178 | $22.8M |
| Hantz Financial Services, Inc. | 0.39% | Reduce -3.6% | 323,706 | $22.7M |
| Clark Capital Management Group, Inc. | 0.15% | Add +0.7% | 314,339 | $22.0M |
| Sei Investments Co. | 0.03% | Reduce -8.7% | 306,473 | $21.5M |
| Painted Porch Advisors LLC | 10.02% | Add +5.8% | 290,102 | $20.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -8.1% | 281,367 | $19.7M |
| FineMark National Bank & Trust | 0.60% | Add +4.4% | 244,751 | $17.1M |
| Stifel Financial Corp. | 0.02% | Add +2.4% | 240,231 | $16.8M |
| Lido Advisors, LLC | 0.10% | Reduce -7.9% | 235,247 | $16.5M |
| Prospera Financial Services Inc | 0.38% | Reduce -5.7% | 230,360 | $16.1M |
| Vigilare Wealth Management | 6.39% | Add +2.3% | 224,875 | $15.7M |
| Sequoia Financial Advisors, LLC | 0.15% | New | 220,238 | $15.4M |
| NewEdge Advisors, LLC | 0.09% | Reduce -0.1% | 217,763 | $15.2M |
| Potomac Fund Management Inc. | 0.88% | — | 215,088 | $15.1M |
| Capital Investment Advisory Services, LLC | 1.44% | Reduce -1.1% | 213,565 | $14.9M |
| Ballast, Inc. | 3.90% | Add +1.6% | 194,726 | $13.6M |
| Avantax Advisory Services, Inc. | 0.08% | Add +51.5% | 192,087 | $13.4M |
| Capital Advisors, Ltd. LLC | 1.68% | Reduce -1.8% | 190,932 | $13.4M |
| Wellington Management Group LLP | 0.00% | New | 173,438 | $12.1M |
| HSBC Holdings PLC | 0.01% | Reduce -32.9% | 170,781 | $11.9M |
| JFS Wealth Advisors, LLC | 0.80% | Reduce -1.5% | 166,967 | $11.7M |
| Independent Advisor Alliance | 0.15% | New | 165,908 | $11.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -9.5% | 164,235 | $11.5M |
| Picton Mahoney Asset Management | 0.43% | Add +2.3% | 162,625 | $11.4M |
| Cwm, LLC | 0.05% | Add +27.1% | 162,359 | $11.4M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -13.6% | 155,319 | $10.9M |
| GeoWealth Management, LLC | 0.35% | Reduce -22.7% | 152,520 | $10.7M |
| Bell Investment Advisors, Inc | 1.99% | Reduce -0.9% | 152,156 | $10.7M |
| Banco BTG Pactual S.A. | 2.38% | Reduce -7.6% | 145,587 | $10.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.2% | 143,621 | $10.1M |
| Sowell Financial Services LLC | 0.53% | Add +1.7% | 143,219 | $10.0M |
| Nilsine Partners, LLC | 1.03% | Add +8.7% | 137,014 | $9.6M |
| Bank of Montreal | 0.00% | Add +335.4% | 136,145 | $9.5M |
| O'ROURKE & COMPANY, Inc | 4.64% | Reduce -2.0% | 135,354 | $9.5M |
| MAI Capital Management | 0.07% | Add +870.4% | 130,624 | $9.1M |
| Citadel Advisors | 0.01% | Add +40.5% | 129,258 | $9.0M |
| Dominguez Wealth Management Solutions, Inc. | 6.25% | Add +1.2% | 122,339 | $8.6M |
| Fluent Financial, LLC | 3.66% | Reduce -5.8% | 118,118 | $8.3M |
| Corient Private Wealth LP | 0.01% | Reduce -2.6% | 115,937 | $8.1M |
| Mariner, LLC | 0.01% | Reduce -1.6% | 115,607 | $8.1M |
| Ethos Financial Group, LLC | 1.06% | Add +0.7% | 114,955 | $8.0M |
| Creative Planning | 0.01% | Reduce -0.3% | 111,420 | $7.8M |
| Waterloo Capital, L.P. | 0.82% | Add +6.0% | 111,397 | $7.8M |
| Jackson, Grant Investment Advisers, Inc. | 2.88% | Add +0.1% | 106,903 | $7.5M |
| Truist Financial Corp. | 0.01% | Add +2.5% | 106,305 | $7.4M |
| Harel Insurance Investments & Financial Services Ltd. | 0.12% | Add +1.0% | 105,404 | $7.4M |
| Opes Wealth Management LLC | 1.49% | Add +2.6% | 104,068 | $7.3M |
| Lake Hills Wealth Management, LLC | 4.97% | Reduce -2.0% | 103,951 | $7.3M |
| Jones Financial Companies LLLP | 0.01% | Add +50.8% | 101,434 | $7.1M |
| HB Wealth Management, LLC | 0.07% | Reduce -2.5% | 101,352 | $7.1M |
| American Financial & Tax Strategies Inc. | 3.52% | Reduce -1.0% | 97,006 | $6.8M |
| Strategic Wealth Investment Group, LLC | 0.37% | New | 33,040 | $6.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -46.0% | 94,740 | $6.6M |
| First PREMIER Bank | 1.62% | Reduce -1.2% | 91,109 | $6.4M |
| Strategic Family Wealth Counselors, L.L.C. | 2.03% | Reduce -0.2% | 89,180 | $6.2M |
| Geneos Wealth Management Inc. | 0.22% | Add +7.8% | 88,782 | $6.2M |
| MML Investors Services, LLC | 0.02% | Add +1.8% | 86,608 | $6.1M |
| Essex Financial Services, Inc. | 0.43% | Reduce -1.5% | 86,188 | $6.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.5% | 85,126 | $6.0M |
| J.W. Cole Advisors, Inc. | 0.24% | Reduce -4.2% | 85,045 | $6.0M |
| Allworth Financial LP | 0.03% | Add +251.2% | 81,326 | $5.8M |
| Fortis Group Advisors, LLC | 1.07% | Reduce -39.6% | 82,159 | $5.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.4% | 78,668 | $5.5M |
| Cherry Tree Wealth Management, LLC | 1.35% | Reduce -6.4% | 78,063 | $5.5M |
| Advisors Preferred, LLC | 0.87% | Reduce -29.6% | 78,009 | $5.4M |
| Curi Capital, LLC | 0.13% | No change | 77,450 | $5.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.0% | 72,996 | $5.1M |
| Glenmede Trust Co. NA | 0.03% | No change | 72,880 | $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.