Invesco S&P 500 Low VolatiliSPLVETF
13F holders, Q1 2026 (March 31)759holders +8
77new positions
59sold out
5famous investors
$73.16avg. 13F price*
At the end of Q1 2026, 759 institutions reported holding Invesco S&P 500 Low Volatili (SPLV) in their 13F filings, up 8 from Q4 2025. 77 opened new positions and 59 sold out. The largest holders were Bank of America Corp. ($449.3M), Morgan Stanley ($356.3M) and Two Sigma Investments, LP ($304.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $130.5M |
| Exits | 59 | $74.2M |
All 13F filers, Q4 2025 → Q1 2026: 7,183,513 shares bought and 8,445,299 shares sold, net −1,261,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 759 holders
| Bank of America Corp. | 0.03% | Reduce -7.2% | 6,142,652 | $449.3M |
| Morgan Stanley | 0.02% | Add +7.0% | 4,871,322 | $356.3M |
| Two Sigma Investments, LP | 0.26% | Add +57.8% | 4,156,600 | $304.0M |
| LPL Financial LLC | 0.06% | Reduce -6.8% | 3,030,571 | $221.7M |
| FMR LLC | 0.01% | Add +7.7% | 2,360,158 | $172.6M |
| Ameriprise Financial Inc. | 0.03% | Add +45.8% | 1,794,722 | $131.4M |
| Wells Fargo & Company | 0.02% | Add +4.1% | 1,676,849 | $122.6M |
| Royal Bank of Canada | 0.02% | Reduce -6.4% | 1,484,047 | $108.5M |
| Invesco Ltd. | 0.01% | Reduce -10.9% | 1,195,950 | $87.5M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -4.8% | 1,124,700 | $82.3M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -4.3% | 1,024,880 | $75.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -23.1% | 983,247 | $71.9M |
| Picton Mahoney Asset Management | 0.73% | Add +488.8% | 951,612 | $69.6M |
| Raymond James Financial Inc. | 0.02% | Add +0.2% | 937,659 | $68.6M |
| UBS Group AG | 0.01% | Add +3.6% | 855,300 | $62.6M |
| Securian Asset Management, Inc. | 2.00% | No change | 690,000 | $50.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.6% | 605,141 | $44.3M |
| Osaic Holdings, Inc. | 0.06% | Add +11.4% | 586,943 | $42.9M |
| Brookstone Capital Management | 0.47% | Add +4.2% | 560,186 | $41.0M |
| Junto Capital Management LP | 0.85% | New | 548,375 | $40.1M |
| Armbruster Capital Management, Inc. | 6.35% | Add +5.1% | 529,813 | $38.8M |
| Genworth Financial Inc | 8.15% | Add +0.6% | 476,493 | $34.9M |
| Cetera Investment Advisers | 0.03% | Reduce -5.8% | 441,308 | $32.3M |
| Kestra Advisory Services, LLC | 0.11% | Add +0.0% | 410,265 | $30.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +51.7% | 405,025 | $29.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +115.1% | 403,201 | $29.5M |
| Berman McAleer LLC | 3.76% | Add +3.6% | 377,051 | $27.6M |
| Private Advisor Group, LLC | 0.13% | Add +1.7% | 369,048 | $27.0M |
| New England Private Wealth Advisors LLC | 3.09% | Reduce -3.2% | 365,651 | $26.7M |
| JPMorgan Chase & Co. | 0.00% | Add +14.8% | 359,302 | $26.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.38% | Reduce -0.4% | 351,128 | $25.7M |
| Painted Porch Advisors LLC | 11.30% | Add +4.7% | 323,783 | $23.7M |
| Jones Financial Companies LLLP | 0.01% | Add +13.3% | 327,515 | $23.6M |
| Dynasty Wealth Management, LLC | 0.20% | Reduce -24.6% | 319,953 | $23.4M |
| Cwm, LLC | 0.06% | Add +9.4% | 301,300 | $22.0M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -42.1% | 297,219 | $21.7M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -0.9% | 284,434 | $20.8M |
| Hantz Financial Services, Inc. | 0.31% | Reduce -3.7% | 280,079 | $20.5M |
| Empowered Funds, LLC | 0.13% | Reduce -14.3% | 274,963 | $20.1M |
| Cambria Investment Management, L.P. | 1.12% | Reduce -13.2% | 274,758 | $20.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -32.2% | 267,894 | $19.8M |
| Stifel Financial Corp. | 0.02% | Add +0.1% | 263,123 | $19.2M |
| Capital Investment Advisory Services, LLC | 1.39% | Add +6.7% | 260,979 | $19.1M |
| Redhawk Wealth Advisors, Inc. | 2.01% | New | 249,052 | $18.2M |
| Sei Investments Co. | 0.02% | Reduce -5.3% | 246,947 | $18.1M |
| Equitable Holdings, Inc. | 0.11% | Reduce -54.2% | 245,526 | $17.5M |
| Commerce Bank | 0.08% | New | 220,712 | $16.1M |
| PFG Advisors | 0.72% | Add +810.6% | 202,254 | $14.8M |
| Prospera Financial Services Inc | 0.24% | Reduce -11.7% | 201,279 | $14.7M |
| Fortune Financial Group, Inc. | 12.79% | Add +108.9% | 194,258 | $14.2M |
| Lido Advisors, LLC | 0.05% | Reduce -19.4% | 186,806 | $13.7M |
| NewSquare Capital LLC | 1.15% | Reduce -41.4% | 180,524 | $13.2M |
| Ballast, Inc. | 2.89% | Add +1.1% | 170,890 | $12.5M |
| Dominguez Wealth Management Solutions, Inc. | 7.50% | Add +9.4% | 169,255 | $12.4M |
| JFS Wealth Advisors, LLC | 0.67% | Reduce -0.1% | 163,853 | $12.0M |
| Sykon Capital LLC | 3.95% | Reduce -2.6% | 162,048 | $11.9M |
| Corient Private Wealth LP | 0.02% | Reduce -5.9% | 161,061 | $11.8M |
| Bell Investment Advisors, Inc | 1.80% | Reduce -3.6% | 157,085 | $11.5M |
| Capital Advisors, Ltd. LLC | 1.30% | Reduce -9.2% | 156,789 | $11.5M |
| Independent Advisor Alliance | 0.12% | Add +5303.0% | 154,147 | $11.3M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -68.2% | 151,568 | $11.1M |
| NewEdge Advisors, LLC | 0.04% | Add +6.9% | 148,380 | $10.9M |
| Waterloo Capital, L.P. | 0.75% | Add +938.3% | 146,450 | $10.7M |
| HighTower Advisors, LLC | 0.01% | Add +7.9% | 146,402 | $10.7M |
| Creative Planning | 0.01% | Add +9.6% | 144,672 | $10.6M |
| MAI Capital Management | 0.06% | Reduce -0.8% | 143,832 | $10.5M |
| Atticus Wealth Management, LLC | 2.69% | Reduce -2.2% | 135,924 | $9.9M |
| O'ROURKE & COMPANY, Inc | 3.86% | Reduce -3.0% | 133,188 | $9.7M |
| Traynor Capital Management, Inc. | 0.56% | Add +0.1% | 130,017 | $9.5M |
| Opes Wealth Management LLC | 1.57% | Add +3.9% | 125,909 | $9.2M |
| Mariner, LLC | 0.01% | Reduce -1.0% | 120,124 | $8.8M |
| Nilsine Partners, LLC | 0.68% | Reduce -22.4% | 118,044 | $8.7M |
| Geneos Wealth Management Inc. | 0.20% | Reduce -2.6% | 118,203 | $8.6M |
| Archford Capital Strategies, LLC | 0.98% | New | 116,865 | $8.5M |
| Alliance Wealth Advisors, LLC | 1.83% | Add +69.5% | 115,672 | $8.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +9.0% | 113,560 | $8.3M |
| Truist Financial Corp. | 0.01% | Reduce -3.0% | 107,139 | $7.8M |
| Jackson, Grant Investment Advisers, Inc. | 2.61% | Reduce -4.3% | 106,996 | $7.8M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -1.5% | 101,591 | $7.4M |
| HB Wealth Management, LLC | 0.05% | Add +0.0% | 100,901 | $7.4M |
| AE Wealth Management LLC | 0.04% | Add +206.2% | 97,563 | $7.1M |
| CFG Wealth Management Services, Inc. | 6.65% | Add +1.4% | 94,664 | $7.1M |
| Strategic Advisory Partners, LLC | 5.37% | Add +6.1% | 93,384 | $6.8M |
| Focus Partners Wealth | 0.01% | Add +3.6% | 85,251 | $6.8M |
| First PREMIER Bank | 1.54% | Reduce -4.4% | 91,138 | $6.7M |
| Park Avenue Securities LLC | 0.05% | Add +12.5% | 90,751 | $6.6M |
| MML Investors Services, LLC | 0.02% | Add +7.2% | 86,420 | $6.3M |
| Strategic Family Wealth Counselors, L.L.C. | 1.63% | Reduce -1.6% | 84,621 | $6.2M |
| Petra Financial Advisors Inc. | 3.76% | Add +4.0% | 83,141 | $6.1M |
| American Financial & Tax Strategies Inc. | 2.91% | Reduce -2.2% | 81,898 | $6.0M |
| Allworth Financial LP | 0.02% | Reduce -4.4% | 81,738 | $6.0M |
| Jump Financial, LLC | 0.10% | New | 81,641 | $6.0M |
| Essex Financial Services, Inc. | 0.33% | Add +2.5% | 81,190 | $5.9M |
| J.W. Cole Advisors, Inc. | 0.19% | Reduce -8.6% | 77,018 | $5.6M |
| First American Trust, FSB | 0.37% | Add +34.4% | 75,277 | $5.5M |
| Curi Capital, LLC | 0.10% | Reduce -2.9% | 75,181 | $5.5M |
| SteelPeak Wealth, LLC | 0.17% | Add +6.7% | 74,675 | $5.5M |
| Glenmede Trust Co. NA | 0.03% | No change | 72,480 | $5.3M |
| Pinnacle Wealth Management Group, Inc. | 2.55% | Add +5.1% | 70,988 | $5.2M |
| Meriwether Wealth & Planning, LLC | 2.80% | Add +14.1% | 69,920 | $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.