IDLV Institutional Ownership
Invesco S&P International Developed Low Volatility ETF
1W: -2.2%
1M: -5.3%
3M: -2.4%
YTD: -0.1%
1Y: +1.6%
3Y: +39.3%
5Y: +26.5%
$34.04
+0.14 (+0.41%)
Weekly Expected Move ±1.5%
$33
$34
$34
$35
$35
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IDLV
117
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
249M
Total Invested
14
New Positions
35
Increased
45
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (127 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 1,528,463 | 52M | +15,058 | +1.0% | 12Q | SEC ↗ |
| 2 | Creative Planning | 621,177 | 21M | -5,253 | -0.8% | 3Q | SEC ↗ |
| 3 | Whitaker-Myers Wealth Managers, LTD. | 511,114 | 17M | +56,755 | +12.5% | 4Q | SEC ↗ |
| 4 | SEI INVESTMENTS CO | 478,035 | 16M | -17,902 | -3.6% | 15Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 378,933 | 13M | +28,999 | +8.3% | 33Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 320,624 | 11M | +8,244 | +2.6% | 7Q | SEC ↗ |
| 7 | OneDigital Investment Advisors LLC NEW | 308,938 | 11M | — | +0.0% | 1Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 221,004 | 8M | +87,348 | +65.4% | 15Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 220,487 | 8M | -188,433 | -46.1% | 5Q | SEC ↗ |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 220,000 | 7M | -55,717 | -20.2% | 4Q | SEC ↗ |
| 11 | Heck Capital Advisors, LLC | 212,517 | 7M | +2,663 | +1.3% | 16Q | SEC ↗ |
| 12 | MORGAN STANLEY | 212,283 | 7M | -218,591 | -50.7% | 33Q | SEC ↗ |
| 13 | Bell Investment Advisors, Inc | 184,744 | 6M | -18,157 | -8.9% | 17Q | SEC ↗ |
| 14 | Johnson & White Wealth Management, LLC | 162,526 | 6M | -5,077 | -3.0% | 14Q | SEC ↗ |
| 15 | LPL Financial LLC | 117,904 | 4M | -156,563 | -57.0% | 33Q | SEC ↗ |
| 16 | PNC Financial Services Group, Inc. | 97,235 | 3M | +7,986 | +8.9% | 15Q | SEC ↗ |
| 17 | Armbruster Capital Management, Inc. | 96,900 | 3M | -4,300 | -4.2% | 18Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 91,295 | 3M | +4,503 | +5.2% | 31Q | SEC ↗ |
| 19 | UMB Bank, n.a. | 82,632 | 3M | -54,591 | -39.8% | 3Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 72,206 | 2M | -4,874 | -6.3% | 6Q | SEC ↗ |
| 21 | JANE STREET GROUP, LLC | 66,657 | 2M | +51,592 | +342.5% | 13Q | SEC ↗ |
| 22 | CFG Wealth Management Services, Inc. | 63,897 | 2M | — | +0.0% | 3Q | SEC ↗ |
| 23 | UBS Group AG | 63,017 | 2M | -29,073 | -31.6% | 33Q | SEC ↗ |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 55,609 | 2M | -4,686 | -7.8% | 33Q | SEC ↗ |
| 25 | Decker Retirement Planning Inc. | 52,851 | 2M | +10,389 | +24.5% | 7Q | SEC ↗ |
| 26 | JONES FINANCIAL COMPANIES LLLP | 39,883 | 1M | +7,273 | +22.3% | 9Q | SEC ↗ |
| 27 | &PARTNERS | 39,458 | 1M | -1,957 | -4.7% | 4Q | SEC ↗ |
| 28 | EP Wealth Advisors, LLC NEW | 38,236 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 37,184 | 1M | +233 | +0.6% | 33Q | SEC ↗ |
| 30 | Cambridge Investment Research Advisors | 36,825 | 1M | +2,763 | +8.1% | 33Q | SEC ↗ |
| 31 | Merit Financial Group, LLC | 33,323 | 1M | +581 | +1.8% | 6Q | SEC ↗ |
| 32 | WELLS FARGO & COMPANY/MN | 27,743 | 944K | -8,859 | -24.2% | 33Q | SEC ↗ |
| 33 | Betterment LLC | 26,817 | 913K | +6,744 | +33.6% | 3Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC | 25,840 | 880K | +658 | +2.6% | 7Q | SEC ↗ |
| 35 | FMR LLC | 24,946 | 849K | -122 | -0.5% | 29Q | SEC ↗ |
| 36 | OSAIC HOLDINGS, INC. | 24,432 | 832K | +2,047 | +9.1% | 26Q | SEC ↗ |
| 37 | Sequoia Financial Advisors, LLC | 24,338 | 828K | +140 | +0.6% | 4Q | SEC ↗ |
| 38 | NewEdge Advisors, LLC | 23,732 | 808K | +22,102 | +1356.0% | 15Q | SEC ↗ |
| 39 | WealthBridge Capital Management, LLC | 22,484 | 765K | +1,269 | +6.0% | 26Q | SEC ↗ |
| 40 | IEQ CAPITAL, LLC | 22,420 | 763K | -102,425 | -82.0% | 7Q | SEC ↗ |
| 41 | UBS AM, a distinct business unit of UB | 19,126 | 651K | — | +0.0% | 3Q | SEC ↗ |
| 42 | Kestra Advisory Services, LLC | 18,638 | 634K | -48 | -0.3% | 18Q | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 15,931 | 542K | -902 | -5.4% | 13Q | SEC ↗ |
| 44 | CITADEL ADVISORS LLC | 15,852 | 540K | +4,163 | +35.6% | 5Q | SEC ↗ |
| 45 | FLOW TRADERS U.S. LLC NEW | 14,895 | 507K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Prospera Financial Services Inc | 14,565 | 496K | -1,515 | -9.4% | 30Q | SEC ↗ |
| 47 | McNaughton Wealth Management, LLC | 13,624 | 464K | — | +0.0% | 19Q | SEC ↗ |
| 48 | Ausdal Financial Partners, Inc. | 13,371 | 455K | +1,124 | +9.2% | 33Q | SEC ↗ |
| 49 | PFG Advisors | 13,327 | 454K | -297,777 | -95.7% | 6Q | SEC ↗ |
| 50 | BROWN WEALTH MANAGEMENT, LLC | 12,433 | 423K | — | +0.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| OneDigital Investment Advisors LLC | 308,938 | 11M |
| EP Wealth Advisors, LLC | 38,236 | 1M |
| FLOW TRADERS U.S. LLC | 14,895 | 507K |
| HighPoint Advisor Group LLC | 10,300 | 351K |
| MML INVESTORS SERVICES, LLC | 6,486 | 221K |
| COMPASS FINANCIAL MANAGEMENT LLC | 3,649 | 124K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,889 | 98K |
| BlackRock, Inc. | 1,855 | 63K |
| Global Retirement Partners, LLC | 735 | 25K |
| IFG Advisory, LLC | 498 | 17K |
| Integrated Wealth Concepts LLC | 458 | 16K |
| Russell Investments Group, Ltd. | 300 | 10K |
| Continuum Advisory, LLC | 12 | 0K |
| Spurstone Advisory Services, LLC | 1 | 0K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Lunt Capital Management, Inc. | 50,059 | 2M |
| HIGHLINE WEALTH PARTNERS LLC | 12,985 | 442K |
| Arkadios Wealth Advisors | 11,151 | 380K |
| SYKON CAPITAL LLC | 8,790 | 299K |
| Shakespeare Wealth Management, LLC | 8,731 | 297K |
| Revisor Wealth Management LLC | 7,167 | 244K |
| Belpointe Asset Management LLC | 7,155 | 244K |
| MONEY CONCEPTS CAPITAL CORP | 4,176 | 142K |
| MAI Capital Management | 3,622 | 123K |
| Allworth Financial LP | 1,300 | 44K |
| JFS WEALTH ADVISORS, LLC | 770 | 26K |
| Cullen/Frost Bankers, Inc. | 333 | 11K |
| FIRST COMMUNITY TRUST NA | 319 | 11K |
| Abound Wealth Management | 178 | 6K |
| Advisory Services Network, LLC | 100 | 3K |
| Transamerica Financial Advisors, LL | 79 | 3K |
| Legacy Wealth Managment, LLC/ID | 28 | 1K |
| MCF Advisors LLC | 11 | 0K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PFG Advisors | -297,777 | -95.7% | 13,327 |
| MORGAN STANLEY | -218,591 | -50.7% | 212,283 |
| AMERIPRISE FINANCIAL INC | -188,433 | -46.1% | 220,487 |
| LPL Financial LLC | -156,563 | -57.0% | 117,904 |
| IEQ CAPITAL, LLC | -102,425 | -82.0% | 22,420 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -55,717 | -20.2% | 220,000 |
| UMB Bank, n.a. | -54,591 | -39.8% | 82,632 |
| UBS Group AG | -29,073 | -31.6% | 63,017 |
| HRT FINANCIAL LP | -25,066 | -80.5% | 6,056 |
| Bell Investment Advisors, Inc | -18,157 | -8.9% | 184,744 |
| SEI INVESTMENTS CO | -17,902 | -3.6% | 478,035 |
| WELLS FARGO & COMPANY/MN | -8,859 | -24.2% | 27,743 |
| Richmond Investment Services, LLC | -8,187 | -52.6% | 7,386 |
| Creative Planning | -5,253 | -0.8% | 621,177 |
| Johnson & White Wealth Management, | -5,077 | -3.0% | 162,526 |
| Cetera Investment Advisers | -4,874 | -6.3% | 72,206 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -4,686 | -7.8% | 55,609 |
| Armbruster Capital Management, Inc. | -4,300 | -4.2% | 96,900 |
| &PARTNERS | -1,957 | -4.7% | 39,458 |
| Prospera Financial Services Inc | -1,515 | -9.4% | 14,565 |