SPLV Institutional Ownership
Invesco S&P 500 Low Volatility ETF
1W: -0.6%
1M: -5.0%
3M: -6.8%
YTD: -0.1%
1Y: -2.6%
3Y: +25.6%
5Y: +24.0%
$70.89
+0.27 (+0.38%)
Weekly Expected Move ±0.9%
$70
$70
$71
$72
$72
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPLV
810
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
66
New Positions
249
Increased
328
Reduced
49
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (875 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 6,966,141 | $494M | +823,489 | +13.4% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 4,943,390 | $350M | +72,068 | +1.5% | 33Q | SEC ↗ |
| 3 | LPL Financial LLC | 3,827,985 | $271M | +797,414 | +26.3% | 33Q | SEC ↗ |
| 4 | FMR LLC | 2,186,519 | $155M | -173,639 | -7.4% | 31Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 1,839,172 | $130M | +355,125 | +23.9% | 33Q | SEC ↗ |
| 6 | TWO SIGMA INVESTMENTS, LP | 1,536,900 | $109M | -2,619,700 | -63.0% | 6Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 1,396,456 | $99M | -280,393 | -16.7% | 33Q | SEC ↗ |
| 8 | PICTON MAHONEY ASSET MANAGEMENT | 1,254,188 | $89M | +302,576 | +31.8% | 12Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 1,240,133 | $88M | -554,589 | -30.9% | 16Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 1,121,670 | $80M | +184,011 | +19.6% | 7Q | SEC ↗ |
| 11 | CI INVESTMENTS INC. NEW | 1,058,154 | $75M | — | +0.0% | 1Q | SEC ↗ |
| 12 | PNC Financial Services Group, Inc. | 990,440 | $70M | -34,440 | -3.4% | 15Q | SEC ↗ |
| 13 | UBS Group AG | 949,892 | $67M | +94,592 | +11.1% | 33Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 836,710 | $59M | -287,990 | -25.6% | 33Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 740,238 | $52M | +153,295 | +26.1% | 26Q | SEC ↗ |
| 16 | SECURIAN ASSET MANAGEMENT, INC | 690,000 | $49M | — | +0.0% | 33Q | SEC ↗ |
| 17 | Qube Research & Technologies Ltd | 617,466 | $44M | +465,898 | +307.4% | 16Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 608,840 | $43M | +3,699 | +0.6% | 33Q | SEC ↗ |
| 19 | Armbruster Capital Management, Inc. | 540,041 | $38M | +10,228 | +1.9% | 33Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 519,513 | $37M | +78,205 | +17.7% | 33Q | SEC ↗ |
| 21 | Brookstone Capital Management | 512,689 | $36M | -47,497 | -8.5% | 33Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 500,430 | $35M | +141,128 | +39.3% | 33Q | SEC ↗ |
| 23 | Private Advisor Group, LLC | 480,267 | $34M | +111,219 | +30.1% | 30Q | SEC ↗ |
| 24 | Genworth Financial Inc | 476,493 | $34M | — | +0.0% | 23Q | SEC ↗ |
| 25 | CITIGROUP INC | 439,459 | $31M | +381,666 | +660.4% | 33Q | SEC ↗ |
| 26 | Berman McAleer LLC | 402,028 | $28M | +24,977 | +6.6% | 4Q | SEC ↗ |
| 27 | New England Private Wealth Advisors LL | 366,189 | $26M | +538 | +0.1% | 33Q | SEC ↗ |
| 28 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 331,823 | $24M | -19,305 | -5.5% | 15Q | SEC ↗ |
| 29 | Painted Porch Advisors LLC | 323,825 | $23M | +42 | +0.0% | 11Q | SEC ↗ |
| 30 | JONES FINANCIAL COMPANIES LLLP | 309,928 | $22M | -17,587 | -5.4% | 16Q | SEC ↗ |
| 31 | Janney Montgomery Scott LLC | 303,836 | $22M | +19,402 | +6.8% | 33Q | SEC ↗ |
| 32 | CWM, LLC | 301,300 | $21M | +25,847 | +9.4% | 18Q | SEC ↗ |
| 33 | Empowered Funds, LLC | 297,416 | $21M | +22,453 | +8.2% | 4Q | SEC ↗ |
| 34 | Cambria Investment Management, L.P. | 297,416 | $21M | +22,658 | +8.2% | 4Q | SEC ↗ |
| 35 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 296,112 | $21M | +28,218 | +10.5% | 25Q | SEC ↗ |
| 36 | Scarborough Advisors, LLC | 288,651 | $20M | +288,432 | +131704.1% | 5Q | SEC ↗ |
| 37 | HANTZ FINANCIAL SERVICES, INC. | 280,102 | $20M | +23 | +0.0% | 26Q | SEC ↗ |
| 38 | Cambridge Investment Research Advisors | 272,595 | $19M | -132,430 | -32.7% | 33Q | SEC ↗ |
| 39 | MERCER GLOBAL ADVISORS INC /ADV | 270,128 | $19M | -27,091 | -9.1% | 30Q | SEC ↗ |
| 40 | Kestra Advisory Services, LLC | 263,709 | $19M | -146,556 | -35.7% | 24Q | SEC ↗ |
| 41 | STIFEL FINANCIAL CORP | 256,200 | $18M | -6,923 | -2.6% | 33Q | SEC ↗ |
| 42 | SEI INVESTMENTS CO | 239,390 | $17M | -7,557 | -3.1% | 15Q | SEC ↗ |
| 43 | GOLDMAN SACHS GROUP INC | 233,427 | $17M | -749,820 | -76.3% | 15Q | SEC ↗ |
| 44 | NewSquare Capital LLC | 228,650 | $16M | +48,126 | +26.7% | 33Q | SEC ↗ |
| 45 | Dynasty Wealth Management, LLC | 225,564 | $16M | -94,389 | -29.5% | 10Q | SEC ↗ |
| 46 | Diametric Capital, LP | 225,231 | $16M | +185,499 | +466.9% | 2Q | SEC ↗ |
| 47 | Arax Advisory Partners | 220,966 | $16M | +207,327 | +1520.1% | 3Q | SEC ↗ |
| 48 | Equitable Holdings, Inc. | 216,756 | $15M | -28,770 | -11.7% | 27Q | SEC ↗ |
| 49 | Prospera Financial Services Inc | 198,593 | $14M | -2,686 | -1.3% | 29Q | SEC ↗ |
| 50 | COMMERCE BANK | 193,882 | $14M | -26,830 | -12.2% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CI INVESTMENTS INC. | 1,058,154 | $75M |
| Commonwealth Financial Services, LL | 117,275 | $8M |
| Stewardship Advisors, LLC | 108,029 | $8M |
| GTS SECURITIES LLC | 95,221 | $7M |
| VAQUERO PRIVATE WEALTH, LTD | 93,086 | $7M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 88,300 | $6M |
| Blue Door Asset Management, LLC | 70,000 | $5M |
| TSG Advice Partners, LLC | 69,436 | $5M |
| TWO SIGMA SECURITIES, LLC | 53,565 | $4M |
| DONALDSON CAPITAL MANAGEMENT, LLC | 44,147 | $3M |
| Garden State Investment Advisory Se | 41,684 | $3M |
| Quantitative Investment Management, | 41,231 | $3M |
| Total Clarity Wealth Management, In | 39,904 | $3M |
| Global Retirement Partners, LLC | 37,040 | $3M |
| COFG Advisors, LLC | 28,905 | $2M |
| Simplicity Wealth,LLC | 23,893 | $2M |
| Advisory Solutions Group, LLC | 22,071 | $2M |
| Intesa Sanpaolo S.p.A. | 20,000 | $1M |
| QUANTUM FINANCIAL PARTNERS LLC | 18,552 | $1M |
| Diversify Advisory Services, LLC | 17,819 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Junto Capital Management LP | 548,375 | $39M |
| Matthew Goff Investment Advisor, LL | 417,234 | $30M |
| Redhawk Wealth Advisors, Inc. | 249,052 | $18M |
| SYKON CAPITAL LLC | 162,048 | $11M |
| Archford Capital Strategies, LLC | 116,865 | $8M |
| TLS Advisors LLC | 114,867 | $8M |
| Avidian Wealth Enterprises, LLC | 109,699 | $8M |
| Banco BTG Pactual S.A. | 83,513 | $6M |
| Trek Financial, LLC | 66,162 | $5M |
| D. E. Shaw & Co., Inc. | 52,904 | $4M |
| Concentric Capital Strategies, LP | 34,921 | $2M |
| Advisors Preferred, LLC | 33,222 | $2M |
| Fluent Financial, LLC | 31,901 | $2M |
| Elevation Capital Advisory, LLC | 31,127 | $2M |
| Massar Capital Management, LP | 29,853 | $2M |
| Moran Wealth Management, LLC | 29,728 | $2M |
| Headlands Technologies LLC | 23,158 | $2M |
| Visionary Horizons, LLC | 23,087 | $2M |
| Ascentis Independent Advisors | 21,691 | $2M |
| NORTHERN TRUST CORP | 20,586 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +823,489 | +13.4% | 6,966,141 |
| LPL Financial LLC | +797,414 | +26.3% | 3,827,985 |
| Qube Research & Technologies Ltd | +465,898 | +307.4% | 617,466 |
| CITIGROUP INC | +381,666 | +660.4% | 439,459 |
| ROYAL BANK OF CANADA | +355,125 | +23.9% | 1,839,172 |
| PICTON MAHONEY ASSET MANAGEMENT | +302,576 | +31.8% | 1,254,188 |
| Scarborough Advisors, LLC | +288,432 | +131704.1% | 288,651 |
| Arax Advisory Partners | +207,327 | +1520.1% | 220,966 |
| Diametric Capital, LP | +185,499 | +466.9% | 225,231 |
| RAYMOND JAMES FINANCIAL INC | +184,011 | +19.6% | 1,121,670 |
| OSAIC HOLDINGS, INC. | +153,295 | +26.1% | 740,238 |
| HSBC HOLDINGS PLC | +149,956 | +417.7% | 185,854 |
| JPMORGAN CHASE & CO | +141,128 | +39.3% | 500,430 |
| MILLENNIUM MANAGEMENT LLC | +131,966 | +1542.2% | 140,523 |
| EP Wealth Advisors, LLC | +130,567 | +407.6% | 162,597 |
| Private Advisor Group, LLC | +111,219 | +30.1% | 480,267 |
| UBS Group AG | +94,592 | +11.1% | 949,892 |
| Jump Financial, LLC | +88,863 | +108.8% | 170,504 |
| Vigilare Wealth Management | +79,219 | +225.2% | 114,391 |
| Cetera Investment Advisers | +78,205 | +17.7% | 519,513 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -2,619,700 | -63.0% | 1,536,900 |
| Invesco Ltd. | -1,061,947 | -88.8% | 134,003 |
| GOLDMAN SACHS GROUP INC | -749,820 | -76.3% | 233,427 |
| AMERIPRISE FINANCIAL INC | -554,589 | -30.9% | 1,240,133 |
| COMMONWEALTH EQUITY SERVICES, LLC | -287,990 | -25.6% | 836,710 |
| WELLS FARGO & COMPANY/MN | -280,393 | -16.7% | 1,396,456 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -215,586 | -53.5% | 187,615 |
| PFG Advisors | -176,347 | -87.2% | 25,907 |
| FMR LLC | -173,639 | -7.4% | 2,186,519 |
| Independent Advisor Alliance | -151,232 | -98.1% | 2,915 |
| Kestra Advisory Services, LLC | -146,556 | -35.7% | 263,709 |
| Cambridge Investment Research Advis | -132,430 | -32.7% | 272,595 |
| ATTICUS WEALTH MANAGEMENT, LLC | -130,598 | -96.1% | 5,326 |
| Capital Investment Advisory Service | -110,506 | -42.3% | 150,473 |
| Dynasty Wealth Management, LLC | -94,389 | -29.5% | 225,564 |
| Fortune Financial Group, Inc. | -83,462 | -43.0% | 110,796 |
| FIRST AMERICAN TRUST, FSB | -71,551 | -95.1% | 3,726 |
| AE Wealth Management LLC | -67,407 | -69.1% | 30,156 |
| Meriwether Wealth & Planning, LLC | -66,920 | -95.7% | 3,000 |
| Brookstone Capital Management | -47,497 | -8.5% | 512,689 |