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SPLV · Invesco S&P 500 Low Volatility ETF ETF

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$74.74 -0.50 (-0.66%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $15,751,092
Total Shares: 210,295

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 6 13F filers · Δ vs Dec 31, 2025
Top Holder
75.2%
Dec 2022 → Jun 2026 · range 9.1% – 100.0%
−24.8 pts
Top 5
99.9%
Dec 2022 → Jun 2026 · range 36.9% – 100.0%
−0.1 pts
Top 10
100.0%
Dec 2022 → Jun 2026 · range 50.1% – 100.0%
0.0 pts
HHI
6,069
Dec 2022 → Jun 2026 · range 370 – 10,000
Highly concentrated−3,931

Quarterly Activity

vs Dec 31, 2025
New
5
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count: +5
Institutional value: +7119.0%
Shares held: +6783.6%

Top Buyers

vs Dec 31, 2025
No qualifying movers this quarter.

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
CARLSON FINANCIAL, INC. −145 2,910

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 158,154 $11,845,734
CITADEL ADVISORS LLC 42,393 $3,175,235
HORAN Wealth, LLC 3,514 $263,198
Parkside Financial Bank & Trust 3,121 $233,762
BROWN, LISLE/CUMMINGS, INC. 203 $15,204

Top Sold-Out Positions

vs Dec 31, 2025
No fully closed positions this quarter.
Filter: New 5 Increased 0 Reduced 1 Sold out 0 Unchanged 0
Showing 8 of 8
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC SPLV $11,845,734 75.21% 158,154
CITADEL ADVISORS LLC SPLV $1,288,280 8.18% 17,200
CITADEL ADVISORS LLC SPLV $1,093,540 6.94% 14,600
CITADEL ADVISORS LLC SPLV $793,415 5.04% 10,593
HORAN Wealth, LLC SPLV $263,198 1.67% 3,514
Parkside Financial Bank & Trust SPLV $233,762 1.48% 3,121
CARLSON FINANCIAL, INC. SPLV $217,959 1.38% 2,910
BROWN, LISLE/CUMMINGS, INC. SPLV $15,204 0.10% 203