Invesco S&P 500 Low VolatiliSPLVETF
13F holders, Q4 2025 (December 31)751holders +22
59new positions
66sold out
7famous investors
$70.97avg. 13F price*
At the end of Q4 2025, 751 institutions reported holding Invesco S&P 500 Low Volatili (SPLV) in their 13F filings, up 22 from Q3 2025. 59 opened new positions and 66 sold out. The largest holders were Bank of America Corp. ($472.8M), Morgan Stanley ($325.0M) and LPL Financial LLC ($232.1M). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $65.0M |
| Exits | 66 | $147.0M |
All 13F filers, Q3 2025 → Q4 2025: 4,966,695 shares bought and 7,661,780 shares sold, net −2,695,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 751 holders
| Bank of America Corp. | 0.03% | Reduce -17.7% | 6,619,508 | $472.8M |
| Morgan Stanley | 0.02% | Reduce -7.0% | 4,550,646 | $325.0M |
| LPL Financial LLC | 0.06% | Reduce -10.3% | 3,249,785 | $232.1M |
| Bank of Montreal | 0.08% | Reduce -9.8% | 2,640,200 | $188.6M |
| Two Sigma Investments, LP | 0.30% | Add +82.6% | 2,634,200 | $188.1M |
| FMR LLC | 0.01% | Reduce -12.9% | 2,191,139 | $156.5M |
| Wells Fargo & Company | 0.02% | Add +3.7% | 1,610,857 | $115.0M |
| Royal Bank of Canada | 0.02% | Add +6.7% | 1,585,210 | $113.2M |
| Invesco Ltd. | 0.01% | Reduce -6.5% | 1,342,772 | $95.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +413.0% | 1,278,712 | $91.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -19.5% | 1,231,296 | $87.9M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -9.7% | 1,181,626 | $84.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.3% | 1,071,116 | $76.5M |
| Raymond James Financial Inc. | 0.02% | Add +3.5% | 935,880 | $66.8M |
| Bank of New York Mellon Corp | 0.01% | Add +4.9% | 861,947 | $61.6M |
| UBS Group AG | 0.01% | Reduce -9.1% | 825,936 | $59.0M |
| Securian Asset Management, Inc. | 1.87% | No change | 690,000 | $49.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -17.9% | 589,558 | $42.1M |
| Brookstone Capital Management | 0.44% | Reduce -3.8% | 537,524 | $38.4M |
| Equitable Holdings, Inc. | 0.26% | Reduce -8.1% | 536,365 | $38.3M |
| Osaic Holdings, Inc. | 0.06% | Reduce -20.9% | 526,828 | $37.6M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -6.3% | 513,623 | $36.7M |
| Armbruster Capital Management, Inc. | 6.05% | Add +4.5% | 504,129 | $36.0M |
| Qube Research & Technologies Ltd | 0.05% | Add +92.0% | 476,387 | $34.0M |
| Genworth Financial Inc | 7.59% | Add +0.5% | 473,856 | $33.8M |
| Cetera Investment Advisers | 0.04% | Reduce -2.9% | 468,380 | $33.5M |
| Dynasty Wealth Management, LLC | 0.30% | Reduce -7.3% | 424,260 | $30.3M |
| Kestra Advisory Services, LLC | 0.12% | Add +14.4% | 410,182 | $29.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -7.9% | 394,966 | $28.3M |
| New England Private Wealth Advisors LLC | 3.36% | Reduce -1.2% | 377,564 | $27.0M |
| Berman McAleer LLC | 3.55% | Add +3.0% | 364,106 | $26.0M |
| Private Advisor Group, LLC | 0.12% | Reduce -28.3% | 362,802 | $25.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.38% | Reduce -4.0% | 352,513 | $25.2M |
| Empowered Funds, LLC | 0.39% | Add +93.8% | 320,880 | $22.9M |
| Cambria Investment Management, L.P. | 1.32% | Add +113.1% | 316,649 | $22.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.9% | 312,992 | $22.4M |
| Painted Porch Advisors LLC | 8.89% | Reduce -0.8% | 309,393 | $22.1M |
| NewSquare Capital LLC | 1.94% | Reduce -32.3% | 308,174 | $22.0M |
| Hantz Financial Services, Inc. | 0.31% | Reduce -4.1% | 290,803 | $20.8M |
| Jones Financial Companies LLLP | 0.01% | Add +0.9% | 289,051 | $20.6M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -6.3% | 286,949 | $20.5M |
| Cwm, LLC | 0.05% | Add +7.0% | 275,453 | $19.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -18.3% | 266,943 | $19.1M |
| Stifel Financial Corp. | 0.02% | Reduce -1.3% | 262,940 | $18.8M |
| FineMark National Bank & Trust | 0.58% | Add +1.0% | 262,376 | $18.7M |
| Sei Investments Co. | 0.02% | Reduce -3.4% | 260,712 | $18.6M |
| Capital Investment Advisory Services, LLC | 1.24% | Add +4.9% | 244,496 | $17.5M |
| Lido Advisors, LLC | 0.07% | Add +0.0% | 231,649 | $17.0M |
| Prospera Financial Services Inc | 0.27% | Reduce -2.8% | 227,888 | $16.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -13.3% | 187,456 | $13.4M |
| Capital Advisors, Ltd. LLC | 1.39% | Reduce -6.6% | 172,686 | $12.3M |
| Corient Private Wealth LP | 0.02% | Add +5.2% | 171,237 | $12.2M |
| Ballast, Inc. | 2.83% | Reduce -17.5% | 169,080 | $12.1M |
| Sykon Capital LLC | 3.81% | New | 166,351 | $11.9M |
| JFS Wealth Advisors, LLC | 0.66% | Reduce -0.3% | 163,949 | $11.7M |
| Bell Investment Advisors, Inc | 1.84% | Reduce -0.6% | 162,975 | $11.6M |
| Picton Mahoney Asset Management | 0.13% | Reduce -50.8% | 161,621 | $11.5M |
| Dominguez Wealth Management Solutions, Inc. | 6.76% | Add +6.0% | 154,743 | $11.1M |
| Nilsine Partners, LLC | 0.94% | Add +6.5% | 152,110 | $10.9M |
| MAI Capital Management | 0.06% | Add +1.0% | 145,019 | $10.4M |
| Matthew Goff Investment Advisor, LLC | 1.80% | New | 417,234 | $10.2M |
| Atticus Wealth Management, LLC | 2.45% | Reduce -0.0% | 138,966 | $9.9M |
| NewEdge Advisors, LLC | 0.04% | Add +10.0% | 138,854 | $9.9M |
| O'ROURKE & COMPANY, Inc | 3.81% | Add +0.9% | 137,320 | $9.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.9% | 135,737 | $9.7M |
| Jane Street Group, LLC | 0.01% | New | 134,915 | $9.6M |
| Creative Planning | 0.01% | Add +2.5% | 131,988 | $9.4M |
| Traynor Capital Management, Inc. | 0.51% | Add +0.1% | 129,957 | $9.3M |
| Geneos Wealth Management Inc. | 0.21% | Add +18.4% | 121,349 | $8.7M |
| Mariner, LLC | 0.01% | Reduce -2.3% | 121,348 | $8.7M |
| Opes Wealth Management LLC | 1.47% | Add +1.9% | 121,210 | $8.7M |
| Jackson, Grant Investment Advisers, Inc. | 2.63% | Add +0.6% | 111,853 | $8.0M |
| Truist Financial Corp. | 0.01% | Reduce -4.7% | 110,512 | $7.9M |
| Avidian Wealth Enterprises, LLC | 0.29% | Add +3.1% | 109,699 | $7.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +19.6% | 104,213 | $7.4M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -5.0% | 103,111 | $7.4M |
| Citigroup Inc. | 0.01% | Reduce -14.1% | 101,979 | $7.3M |
| HB Wealth Management, LLC | 0.05% | Reduce -0.0% | 100,882 | $7.2M |
| First PREMIER Bank | 1.56% | Reduce -0.8% | 95,289 | $6.8M |
| CFG Wealth Management Services, Inc. | 6.29% | — | 93,350 | $6.7M |
| Fortune Financial Group, Inc. | 6.55% | — | 92,981 | $6.7M |
| Strategic Advisory Partners, LLC | 5.21% | — | 87,996 | $6.3M |
| Strategic Family Wealth Counselors, L.L.C. | 1.40% | Reduce -2.6% | 85,971 | $6.2M |
| Allworth Financial LP | 0.03% | Add +0.9% | 85,513 | $6.1M |
| American Financial & Tax Strategies Inc. | 2.98% | Reduce -6.0% | 83,767 | $6.0M |
| Banco BTG Pactual S.A. | 1.06% | Reduce -57.0% | 83,513 | $6.0M |
| Focus Partners Wealth | 0.01% | Add +20.6% | 82,281 | $5.9M |
| Park Avenue Securities LLC | 0.05% | Add +611.4% | 80,694 | $5.8M |
| MML Investors Services, LLC | 0.01% | Reduce -0.7% | 80,616 | $5.8M |
| Petra Financial Advisors Inc. | 3.35% | Reduce -4.0% | 79,910 | $5.7M |
| Essex Financial Services, Inc. | 0.32% | Reduce -0.5% | 79,246 | $5.7M |
| Curi Capital, LLC | 0.10% | Reduce 0.0% | 77,403 | $5.5M |
| TKG Advisors, LLC | 2.10% | Reduce -0.5% | 112,425 | $5.2M |
| Glenmede Trust Co. NA | 0.02% | — | 72,480 | $5.2M |
| SteelPeak Wealth, LLC | 0.16% | Add +62.3% | 70,009 | $5.0M |
| Alliance Wealth Advisors, LLC | 1.06% | Add +1275.7% | 68,249 | $4.9M |
| Fifth Third Securities, Inc. | 0.32% | Add +1.4% | 67,640 | $4.8M |
| Pinnacle Wealth Management Group, Inc. | 2.41% | Add +3.9% | 67,547 | $4.8M |
| Cherry Tree Wealth Management, LLC | 1.01% | Reduce -6.1% | 66,931 | $4.8M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -5.7% | 66,627 | $4.8M |
"% 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.