INVESCO S&P 500 LOW VOLATILI SPLV
$76.73
+2.0% 52w: $69.26 – $76.87
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data69.2673.0776.87
Jun 20, 2025 Jul 2, 2026
Institutional holders
756
+5 QoQ
13F value
$4.28B
-0.0% QoQ
Smart-money holders
15
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
0.2×
$958K calls / $5.0M puts
Institutional value by quarter
Number of holders
Who owns SPLV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 6.1M | $449.3M | 0.0% | -7.2% |
| MORGAN STANLEY | Bank broker | 4.9M | $356.3M | 0.0% | +7.0% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 4.2M | $304.0M | 0.3% | +57.8% |
| LPL Financial LLC | Bank broker | 3.0M | $221.7M | 0.1% | -6.7% |
| FMR LLC | Long only active | 2.4M | $172.6M | 0.0% | +7.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.8M | $131.4M | 0.0% | +45.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.7M | $122.6M | 0.0% | +4.1% |
| ROYAL BANK OF CANADA | Bank broker | 1.5M | $108.5M | 0.0% | -6.4% |
| Invesco Ltd. | Index provider | 1.2M | $87.5M | 0.0% | -10.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.1M | $82.3M | 0.1% | -4.8% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.0M | $75.0M | 0.0% | -4.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 983.2K | $71.9M | 0.0% | -23.1% |
| PICTON MAHONEY ASSET MANAGEMENT | Other | 951.6K | $69.6M | 0.7% | +488.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 937.7K | $68.6M | 0.0% | +0.2% |
| UBS Group AG | Bank broker | 855.3K | $62.6M | 0.0% | +3.6% |
| SECURIAN ASSET MANAGEMENT, INC | Other | 690.0K | $50.5M | 2.0% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 605.1K | $44.3M | 0.0% | +2.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 586.9K | $42.9M | 0.1% | +11.4% |
| Brookstone Capital Management | Wealth advisor | 560.2K | $41.0M | 0.5% | +4.2% |
| Junto Capital Management LP | Other | 548.4K | $40.1M | 0.9% | New |
| Armbruster Capital Management, Inc. | Wealth advisor | 529.8K | $38.8M | 6.4% | +5.1% |
| GENWORTH FINANCIAL INC | Wealth advisor | 476.5K | $34.9M | 8.1% | +0.6% |
| Cetera Investment Advisers | Wealth advisor | 441.3K | $32.3M | 0.0% | -5.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 410.3K | $30.0M | 0.1% | 0.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 405.0K | $29.6M | 0.1% | +51.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 403.2K | $29.5M | 0.0% | +115.1% |
| Berman McAleer LLC | Wealth advisor | 377.1K | $27.6M | 3.8% | +3.6% |
| Private Advisor Group, LLC | Wealth advisor | 369.0K | $27.0M | 0.1% | +1.7% |
| New England Private Wealth Advisors LLC | Wealth advisor | 365.7K | $26.7M | 3.1% | -3.2% |
| JPMORGAN CHASE & CO | Bank broker | 359.3K | $26.2M | 0.0% | +14.8% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 351.1K | $25.7M | 0.4% | -0.4% |
| Painted Porch Advisors LLC | Wealth advisor | 323.8K | $23.7M | 11.3% | +4.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 327.5K | $23.6M | 0.0% | +13.3% |
| Dynasty Wealth Management, LLC | Wealth advisor | 320.0K | $23.4M | 0.2% | -24.6% |
| CWM, LLC | Wealth advisor | 301.3K | $22.0M | 0.1% | +9.4% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 297.2K | $21.7M | 0.0% | -42.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 284.4K | $20.8M | 0.1% | -0.9% |
| HANTZ FINANCIAL SERVICES, INC. | Wealth advisor | 280.1K | $20.5M | 0.3% | -3.7% |
| Empowered Funds, LLC | Diversified mechanical | 275.0K | $20.1M | 0.1% | -14.3% |
| Cambria Investment Management, L.P. | Other | 274.8K | $20.1M | 1.1% | -13.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 267.9K | $19.8M | 0.0% | -32.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 263.1K | $19.2M | 0.0% | +0.1% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 261.0K | $19.1M | 1.4% | +6.7% |
| Redhawk Wealth Advisors, Inc. | Wealth advisor | 249.1K | $18.2M | 2.0% | New |
| SEI INVESTMENTS CO | Diversified mechanical | 246.9K | $18.1M | 0.0% | -5.3% |
| Equitable Holdings, Inc. | Wealth advisor | 245.5K | $17.5M | 0.1% | -54.2% |
| COMMERCE BANK | Diversified mechanical | 220.7K | $16.1M | 0.1% | New |
| PFG Advisors | Wealth advisor | 202.3K | $14.8M | 0.7% | +810.6% |
| Prospera Financial Services Inc | Diversified mechanical | 201.3K | $14.7M | 0.2% | -11.7% |
| Fortune Financial Group, Inc. | Wealth advisor | 194.3K | $14.2M | 12.8% | +108.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.