SPLV · Invesco S&P 500 Low Volatility ETF ETF
$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.
Holders: 6
Total Value: $15,751,092
Total Shares: 210,295
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 6 13F filers · Δ vs Mar 31, 2026Top Holder
75.2%
+64.7 pts
Top 5
99.9%
+64.8 pts
Top 10
100.0%
+52.5 pts
HHI
6,069
Highly concentrated+5,735
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
2
Sold Out
750
Unchanged
2
Holder count:
-749
Institutional value:
-99.6%
Shares held:
-99.6%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +20,321 | 42,393 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −2,907 | 158,154 | |
| Small HORAN Wealth, LLC | −869 | 3,514 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small CARLSON FINANCIAL, INC. | 2,910 | $217,959 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 6,142,652 | $449,273,565 | |
| Mega MORGAN STANLEY | 4,871,322 | $356,288,489 | |
| Mega TWO SIGMA INVESTMENTS, LP | 4,156,600 | $304,013,724 | |
| Mega LPL Financial LLC | 3,030,571 | $221,655,962 | |
| Mega FMR LLC | 2,360,158 | $172,621,955 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC SPLV | $11,845,734 | 75.21% | 158,154 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC SPLV | $1,288,280 | 8.18% | 17,200 | Put | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC SPLV | $1,093,540 | 6.94% | 14,600 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC SPLV | $793,415 | 5.04% | 10,593 | Shares | 2026-09-02 | |
| Small HORAN Wealth, LLC SPLV | $263,198 | 1.67% | 3,514 | Shares | 2026-08-26 | |
| Mid Parkside Financial Bank & Trust Bank SPLV | $233,762 | 1.48% | 3,121 | Shares | 2026-09-04 | |
| Small CARLSON FINANCIAL, INC. SPLV | $217,959 | 1.38% | 2,910 | Shares | 2026-08-24 | |
| Small BROWN, LISLE/CUMMINGS, INC. SPLV | $15,204 | 0.10% | 203 | Shares | 2026-09-02 |