Invesco S&P 500 Low VolatiliSPLVETF
13F holders, Q1 2025 (March 31)770holders +25
82new positions
55sold out
4famous investors
$74.57avg. 13F price*
At the end of Q1 2025, 770 institutions reported holding Invesco S&P 500 Low Volatili (SPLV) in their 13F filings, up 25 from Q4 2024. 82 opened new positions and 55 sold out. The largest holders were Bank of America Corp. ($572.0M), Morgan Stanley ($494.8M) and LPL Financial LLC ($267.8M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $122.7M |
| Exits | 55 | $102.2M |
All 13F filers, Q4 2024 → Q1 2025: 7,463,137 shares bought and 9,843,050 shares sold, net −2,379,913 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 770 holders
| Bank of America Corp. | 0.05% | Add +12.4% | 7,655,407 | $572.0M |
| Morgan Stanley | 0.04% | Reduce -20.1% | 6,621,505 | $494.8M |
| LPL Financial LLC | 0.10% | Add +19.8% | 3,584,663 | $267.8M |
| Alaska Permanent Fund Corp | 2.73% | Reduce -41.6% | 2,664,644 | $194.1M |
| FMR LLC | 0.01% | Reduce -7.5% | 2,003,221 | $149.7M |
| Wells Fargo & Company | 0.03% | Add +5.9% | 1,863,297 | $139.2M |
| Ameriprise Financial Inc. | 0.03% | Add +42.7% | 1,592,513 | $119.0M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -0.3% | 1,426,547 | $106.6M |
| Royal Bank of Canada | 0.02% | Add +7.8% | 1,411,700 | $105.5M |
| Invesco Ltd. | 0.02% | Reduce -3.0% | 1,283,030 | $95.9M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -3.9% | 1,203,198 | $89.9M |
| Raymond James Financial Inc. | 0.03% | Add +13.9% | 1,115,712 | $83.4M |
| Lockheed Martin Investment Management Co. | 2.86% | Add +6.4% | 941,500 | $70.3M |
| UBS Group AG | 0.01% | Add +0.9% | 856,824 | $64.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -50.3% | 805,472 | $60.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -41.5% | 788,958 | $59.0M |
| Securian Asset Management, Inc. | 1.57% | No change | 690,000 | $51.6M |
| Equitable Holdings, Inc. | 0.44% | Reduce -4.8% | 621,220 | $46.4M |
| Brookstone Capital Management | 0.66% | Add +2.2% | 618,922 | $46.2M |
| Osaic Holdings, Inc. | 0.10% | Add +17.7% | 585,480 | $43.8M |
| Picton Mahoney Asset Management | 1.49% | Add +256.4% | 579,539 | $43.3M |
| Merit Financial Group, LLC | 0.62% | Reduce -68.0% | 553,467 | $41.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +18.4% | 544,684 | $40.7M |
| Genworth Financial Inc | 9.36% | Add +0.4% | 467,072 | $34.9M |
| NewSquare Capital LLC | 2.84% | Reduce -2.5% | 465,589 | $34.8M |
| Armbruster Capital Management, Inc. | 6.48% | Add +4.7% | 435,088 | $32.5M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -36.0% | 434,091 | $32.4M |
| JPMorgan Chase & Co. | 0.00% | Add +27.2% | 413,762 | $30.9M |
| Private Advisor Group, LLC | 0.18% | Reduce -42.5% | 387,318 | $28.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.52% | Add +3.2% | 372,669 | $27.8M |
| New England Private Wealth Advisors LLC | 4.23% | Reduce -1.7% | 366,444 | $27.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +98.3% | 325,648 | $24.3M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -3.3% | 324,222 | $24.2M |
| Hantz Financial Services, Inc. | 0.42% | Reduce -1.6% | 318,511 | $23.8M |
| Cetera Investment Advisers | 0.04% | Reduce -19.4% | 305,873 | $22.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +8.4% | 304,909 | $22.8M |
| Painted Porch Advisors LLC | 9.44% | Add +4.0% | 301,643 | $22.5M |
| Sei Investments Co. | 0.03% | Reduce -5.4% | 290,051 | $21.7M |
| Stifel Financial Corp. | 0.02% | Add +1.1% | 242,836 | $18.1M |
| FineMark National Bank & Trust | 0.66% | Reduce -1.0% | 242,318 | $18.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +1545.3% | 242,001 | $18.1M |
| Financial Enhancement Group LLC | 2.75% | New | 244,232 | $17.6M |
| Lido Advisors, LLC | 0.10% | Reduce -3.0% | 228,155 | $17.0M |
| Prospera Financial Services Inc | 0.39% | Reduce -1.1% | 227,781 | $17.0M |
| Capital Investment Advisory Services, LLC | 1.49% | Add +4.1% | 222,375 | $16.6M |
| Headland Capital, LLC | 5.38% | Add +4674.4% | 216,569 | $16.2M |
| NewEdge Advisors, LLC | 0.10% | Reduce -0.9% | 215,689 | $16.1M |
| Avantax Advisory Services, Inc. | 0.09% | Add +7.3% | 206,134 | $15.4M |
| Vigilare Wealth Management | 5.92% | Reduce -11.7% | 198,518 | $14.8M |
| Summit Global Investments | 1.08% | New | 197,712 | $14.8M |
| Ballast, Inc. | 4.15% | Add +0.8% | 196,390 | $14.7M |
| Sowell Financial Services LLC | 0.66% | Add +36.0% | 194,705 | $14.5M |
| Capital Advisors, Ltd. LLC | 1.85% | Reduce -1.3% | 188,388 | $14.1M |
| HSBC Holdings PLC | 0.01% | Add +8.5% | 185,271 | $13.7M |
| Marks Wealth, LLC | 4.96% | Add +2107.7% | 180,830 | $13.5M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -22.0% | 171,743 | $12.8M |
| Banco BTG Pactual S.A. | 3.16% | Add +16.4% | 169,463 | $12.7M |
| JFS Wealth Advisors, LLC | 0.84% | Reduce -0.7% | 165,886 | $12.4M |
| Cwm, LLC | 0.05% | Reduce -0.1% | 162,266 | $12.1M |
| Corient Private Wealth LP | 0.02% | Add +38.4% | 160,466 | $12.0M |
| Jones Financial Companies LLLP | 0.01% | Add +57.1% | 159,316 | $11.7M |
| Two Sigma Investments, LP | 0.03% | New | 156,500 | $11.7M |
| Foundations Investment Advisors, LLC | 0.21% | Add +373.0% | 153,612 | $11.5M |
| Bell Investment Advisors, Inc | 2.09% | Reduce -0.4% | 151,587 | $11.3M |
| GeoWealth Management, LLC | 0.45% | Reduce -1.0% | 150,941 | $11.3M |
| PFG Advisors | 0.61% | Add +192.3% | 146,339 | $10.9M |
| Nilsine Partners, LLC | 1.19% | Add +6.2% | 145,551 | $10.9M |
| Robertson Stephens Wealth Management, LLC | 0.40% | Add +3299.4% | 144,202 | $10.8M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 140,000 | $10.5M |
| Petra Financial Advisors Inc. | 8.42% | Add +105.8% | 137,508 | $10.3M |
| O'ROURKE & COMPANY, Inc | 5.01% | Reduce -0.2% | 135,107 | $10.1M |
| MAI Capital Management | 0.08% | Add +2.3% | 133,671 | $10.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.3% | 131,721 | $9.8M |
| Creative Planning | 0.01% | Add +17.1% | 130,484 | $9.7M |
| Dominguez Wealth Management Solutions, Inc. | 7.01% | Add +4.6% | 127,967 | $9.6M |
| Fluent Financial, LLC | 3.81% | Reduce -0.8% | 117,181 | $8.8M |
| Mariner, LLC | 0.01% | Add +1.2% | 117,031 | $8.7M |
| AE Wealth Management LLC | 0.07% | Add +251.1% | 113,727 | $8.5M |
| Global Assets Advisory, LLC | 1.59% | Add +232.2% | 118,773 | $8.5M |
| Opes Wealth Management LLC | 1.68% | Add +6.9% | 111,221 | $8.3M |
| Truist Financial Corp. | 0.01% | Add +3.2% | 109,660 | $8.2M |
| Ethos Financial Group, LLC | 0.77% | No change | 114,955 | $8.0M |
| Integrated Wealth Concepts LLC | 0.09% | Add +335.0% | 107,270 | $8.0M |
| Jackson, Grant Investment Advisers, Inc. | 3.05% | Reduce -1.3% | 105,553 | $7.9M |
| Atticus Wealth Management, LLC | 2.55% | Add +1308625.0% | 104,698 | $7.8M |
| FSC Wealth Advisors, LLC | 4.96% | Add +899.7% | 101,100 | $7.6M |
| HB Wealth Management, LLC | 0.06% | Reduce -0.3% | 101,042 | $7.5M |
| Waterloo Capital, L.P. | 0.69% | Reduce -10.3% | 99,909 | $7.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.09% | Reduce -7.1% | 97,873 | $7.2M |
| Geneos Wealth Management Inc. | 0.24% | Add +8.3% | 96,190 | $7.2M |
| Northstar Advisory Group, LLC | 4.67% | New | 95,644 | $7.1M |
| American Financial & Tax Strategies Inc. | 3.83% | Reduce -1.6% | 95,437 | $7.1M |
| First PREMIER Bank | 1.74% | Add +0.5% | 91,559 | $6.8M |
| MML Investors Services, LLC | 0.02% | Add +5.0% | 90,951 | $6.8M |
| Strategic Family Wealth Counselors, L.L.C. | 2.17% | Add +0.2% | 89,396 | $6.7M |
| Essex Financial Services, Inc. | 0.44% | Reduce -4.2% | 82,559 | $6.2M |
| Allworth Financial LP | 0.03% | Add +4.8% | 85,255 | $6.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.6% | 76,595 | $5.7M |
| Cherry Tree Wealth Management, LLC | 1.36% | Reduce -3.0% | 75,710 | $5.7M |
| Glenmede Trust Co. NA | 0.03% | No change | 72,880 | $5.4M |
"% 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.