Invesco S&P 500 Low VolatiliSPLVETF
13F holders, Q3 2025 (September 30)729holders −37
40new positions
70sold out
5famous investors
$73.71avg. 13F price*
At the end of Q3 2025, 729 institutions reported holding Invesco S&P 500 Low Volatili (SPLV) in their 13F filings, down 37 from Q2 2025. 40 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($591.2M), Morgan Stanley ($359.4M) and LPL Financial LLC ($266.1M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $142.9M |
| Exits | 70 | $200.9M |
All 13F filers, Q2 2025 → Q3 2025: 8,731,096 shares bought and 8,312,238 shares sold, net +418,858 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 729 holders
| Bank of America Corp. | 0.04% | Add +16.8% | 8,045,945 | $591.2M |
| Morgan Stanley | 0.02% | Reduce -19.6% | 4,890,734 | $359.4M |
| LPL Financial LLC | 0.08% | Reduce -14.9% | 3,622,014 | $266.1M |
| Bank of Montreal | 0.09% | Add +1951.0% | 2,926,999 | $215.1M |
| FMR LLC | 0.01% | Reduce -3.4% | 2,514,561 | $184.8M |
| Wells Fargo & Company | 0.02% | Reduce -19.5% | 1,553,545 | $114.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -24.1% | 1,529,664 | $112.4M |
| Royal Bank of Canada | 0.02% | Reduce -15.7% | 1,485,648 | $109.2M |
| Two Sigma Investments, LP | 0.17% | Add +301.0% | 1,442,700 | $106.0M |
| Invesco Ltd. | 0.02% | Reduce -3.5% | 1,435,592 | $105.5M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -4.3% | 1,309,088 | $96.2M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -2.9% | 1,107,443 | $81.4M |
| UBS Group AG | 0.01% | Add +7.1% | 908,102 | $66.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -21.1% | 904,378 | $66.5M |
| Bank of New York Mellon Corp | 0.01% | Add +2.7% | 821,840 | $60.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -7.8% | 718,529 | $52.8M |
| Securian Asset Management, Inc. | 1.34% | No change | 690,000 | $50.7M |
| Osaic Holdings, Inc. | 0.07% | Reduce -6.4% | 666,455 | $49.0M |
| Equitable Holdings, Inc. | 0.32% | Reduce -8.8% | 583,317 | $42.9M |
| Brookstone Capital Management | 0.49% | Reduce -3.0% | 558,604 | $41.0M |
| Mercer Global Advisors Inc. | 0.07% | Add +683.2% | 548,402 | $40.3M |
| Private Advisor Group, LLC | 0.18% | Reduce -4.2% | 506,183 | $37.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.07% | New | 505,000 | $37.1M |
| Armbruster Capital Management, Inc. | 6.03% | Add +5.1% | 482,394 | $35.4M |
| Cetera Investment Advisers | 0.04% | Reduce -19.5% | 482,341 | $35.4M |
| Genworth Financial Inc | 7.92% | Add +0.3% | 471,340 | $34.6M |
| Dynasty Wealth Management, LLC | 0.45% | Reduce -12.2% | 457,781 | $33.6M |
| NewSquare Capital LLC | 2.27% | Add +1.0% | 455,085 | $33.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +2.7% | 429,001 | $31.3M |
| Cartenna Capital, LP | 1.53% | New | 400,000 | $29.4M |
| New England Private Wealth Advisors LLC | 3.70% | Add +0.2% | 382,034 | $28.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.43% | Reduce -1.8% | 367,188 | $27.0M |
| Kestra Advisory Services, LLC | 0.12% | Add +10.1% | 358,452 | $26.3M |
| Berman McAleer LLC | 3.63% | — | 353,345 | $26.0M |
| Picton Mahoney Asset Management | 0.31% | Add +9457.9% | 328,793 | $24.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -6.0% | 326,690 | $24.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 325,587 | $23.9M |
| Painted Porch Advisors LLC | 8.73% | Add +2.1% | 311,848 | $22.9M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -4.5% | 306,298 | $22.5M |
| Hantz Financial Services, Inc. | 0.34% | Reduce -1.4% | 303,184 | $22.3M |
| Jones Financial Companies LLLP | 0.01% | Add +14.9% | 286,579 | $20.9M |
| Hansen & Associates Financial Group, Inc. | 8.58% | New | 28,368 | $20.5M |
| Sei Investments Co. | 0.02% | Reduce -3.4% | 269,949 | $19.8M |
| Stifel Financial Corp. | 0.02% | Reduce -14.1% | 266,448 | $19.6M |
| FineMark National Bank & Trust | 0.62% | Add +7.8% | 259,712 | $19.1M |
| Cwm, LLC | 0.06% | Add +4.2% | 257,394 | $18.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.1% | 249,247 | $18.3M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -33.2% | 248,086 | $18.2M |
| Prospera Financial Services Inc | 0.29% | Reduce -9.3% | 234,561 | $17.2M |
| Capital Investment Advisory Services, LLC | 1.36% | Add +4.8% | 233,019 | $17.1M |
| Lido Advisors, LLC | 0.07% | Add +1.5% | 231,572 | $17.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -47.0% | 216,300 | $15.9M |
| Ballast, Inc. | 3.67% | Add +3.3% | 205,011 | $15.1M |
| Fluent Financial, LLC | 5.89% | Reduce -30.4% | 204,887 | $15.1M |
| Banco BTG Pactual S.A. | 2.09% | Add +7.3% | 194,213 | $14.3M |
| Capital Advisors, Ltd. LLC | 1.53% | Reduce -4.6% | 184,895 | $13.6M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Add +28.6% | 180,000 | $13.2M |
| Empowered Funds, LLC | 0.12% | New | 165,561 | $12.2M |
| JFS Wealth Advisors, LLC | 0.71% | Reduce -0.2% | 164,355 | $12.1M |
| Bell Investment Advisors, Inc | 1.97% | Add +1.8% | 164,022 | $12.1M |
| Corient Private Wealth LP | 0.02% | Add +2.3% | 162,718 | $11.8M |
| Cambria Investment Management, L.P. | 0.66% | New | 148,569 | $10.9M |
| Dominguez Wealth Management Solutions, Inc. | 6.79% | Add +7.4% | 145,913 | $10.7M |
| Lake Hills Wealth Management, LLC | 5.68% | Add +61.4% | 144,824 | $10.6M |
| MAI Capital Management | 0.07% | Add +0.2% | 143,618 | $10.6M |
| Nilsine Partners, LLC | 0.94% | Add +37.9% | 142,870 | $10.5M |
| HighTower Advisors, LLC | 0.01% | Add +0.9% | 141,288 | $10.4M |
| Atticus Wealth Management, LLC | 2.58% | Add +9.8% | 138,989 | $10.2M |
| O'ROURKE & COMPANY, Inc | 4.18% | Add +0.5% | 136,085 | $10.0M |
| Traynor Capital Management, Inc. | 0.55% | New | 129,844 | $9.5M |
| Creative Planning | 0.01% | Add +4.8% | 128,810 | $9.5M |
| NewEdge Advisors, LLC | 0.04% | Add +1.2% | 126,228 | $9.3M |
| Mariner, LLC | 0.01% | Add +2.0% | 124,154 | $9.1M |
| Flagship Harbor Advisors, LLC | 0.38% | Add +34.1% | 119,965 | $8.8M |
| Diametric Capital, LP | 3.26% | Add +140.1% | 119,303 | $8.8M |
| Opes Wealth Management LLC | 1.54% | Add +1.6% | 119,000 | $8.7M |
| Citigroup Inc. | 0.01% | Add +100.2% | 118,778 | $8.7M |
| Truist Financial Corp. | 0.01% | Add +3.1% | 115,902 | $8.5M |
| Jackson, Grant Investment Advisers, Inc. | 2.73% | Add +4.9% | 111,232 | $8.2M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -5.5% | 108,597 | $8.0M |
| Avidian Wealth Enterprises, LLC | 0.29% | Add +3.2% | 106,364 | $7.8M |
| FSC Wealth Advisors, LLC | 4.38% | Add +0.9% | 103,228 | $7.6M |
| Geneos Wealth Management Inc. | 0.19% | Reduce -3.1% | 102,501 | $7.5M |
| HB Wealth Management, LLC | 0.05% | Add +27.5% | 100,917 | $7.4M |
| First PREMIER Bank | 1.60% | No change | 96,009 | $7.1M |
| Trek Financial, LLC | 0.41% | Add +0.9% | 93,170 | $6.8M |
| American Financial & Tax Strategies Inc. | 3.27% | Reduce -0.9% | 89,097 | $6.5M |
| Strategic Family Wealth Counselors, L.L.C. | 1.67% | Reduce -0.3% | 88,256 | $6.5M |
| Asset Allocation Strategies LLC | 1.27% | Add +67.9% | 87,460 | $6.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +7.1% | 87,138 | $6.4M |
| First American Trust, FSB | 0.45% | Add +100.7% | 85,019 | $6.2M |
| Allworth Financial LP | 0.03% | Reduce -1.5% | 84,709 | $6.2M |
| J.W. Cole Advisors, Inc. | 0.12% | Reduce -10.5% | 84,450 | $6.2M |
| Petra Financial Advisors Inc. | 3.56% | Add +3.8% | 83,270 | $6.1M |
| MML Investors Services, LLC | 0.02% | Reduce -44.1% | 81,169 | $6.0M |
| Essex Financial Services, Inc. | 0.35% | Reduce -1.4% | 79,645 | $5.9M |
| Curi Capital, LLC | 0.10% | No change | 77,404 | $5.7M |
| Glenmede Investment Management, LP | 0.03% | No change | 72,480 | $5.3M |
| Cherry Tree Wealth Management, LLC | 1.15% | Reduce -2.8% | 71,245 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +2.2% | 70,640 | $5.2M |
"% 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.