Who Owns Invesco S&P 500 Low Volatility ETF (SPLV)?Hedge Fund & Institutional Holders

$74.74+0.18 (+0.24%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -4

Price History

$68.13$70.46$72.79$75.12$77.45Sep 24Jun 25Mar 26

SPLV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.2M+$84.0B
TWO SIGMA INVESTMENTS, LPIncreased+1.2M+$82.0B
GOLDMAN SACHS GROUP INCIncreased+1.0M+$72.7B
SECURIAN ASSET MANAGEMENT, INCNew Position+690K+$49.3B
GENWORTH FINANCIAL INCNew Position+474K+$33.8B
Berman McAleer LLCNew Position+364K+$26.0B
JONES FINANCIAL COMPANIES LLLPNew Position+289K+$20.0B
Capital Investment Advisory Services, LLCNew Position+244K+$17.5B
SYKON CAPITAL LLCNew Position+166K+$11.9B
Cambria Investment Management, L.P.Increased+168K+$11.1B
O'ROURKE & COMPANY, IncNew Position+137K+$9.8B
Geneos Wealth Management Inc.New Position+121K+$8.7B
AMERICAN FINANCIAL & TAX STRATEGIES INCNew Position+84K+$6.0B
TKG Advisors, LLCNew Position+112K+$5.2B
SteelPeak Wealth, LLCNew Position+70K+$5.0B

SPLV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-372K-$265.9B
Brookstone Capital ManagementDecreased-21K-$41.0B
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDClosed Position-505K-$37.1B
Cetera Investment AdvisersDecreased-14K-$35.4B
Cartenna Capital, LPClosed Position-400K-$29.4B
BANK OF MONTREAL /CAN/Decreased-287K-$28.1B
CLIFTONLARSONALLEN WEALTH ADVISORS, LLCDecreased-15K-$27.0B
AMERIPRISE FINANCIAL INCDecreased-298K-$25.4B
Painted Porch Advisors LLCClosed Position-312K-$22.9B
Prospera Financial Services IncDecreased-7K-$17.2B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-166K-$15.9B
ADAGE CAPITAL PARTNERS GP, L.L.C.Closed Position-180K-$13.2B
OSAIC HOLDINGS, INC.Decreased-140K-$13.0B
Fluent Financial, LLCDecreased-173K-$12.8B
Private Advisor Group, LLCDecreased-143K-$12.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/3,433,718$245.0B0.02%Share
2TWO SIGMA INVESTMENTS, LP2,634,200$188.0B0.27%Share
3BANK OF MONTREAL /CAN/2,626,256$187.0B0.06%Share
4FMR LLC2,189,036$156.0B0.01%Share
5BANK OF AMERICA CORP /DE/2,053,161$146.0B0.01%Share
6GOLDMAN SACHS GROUP INC1,278,712$91.0B0.01%Share
7Invesco Ltd.1,220,654$87.2B0.01%Share
8AMERIPRISE FINANCIAL INC1,222,259$87.0B0.02%Share
9COMMONWEALTH EQUITY SERVICES, LLC1,181,626$84.0B0.11%Share
10WELLS FARGO & COMPANY/MN995,583$71.0B0.01%Share
11ROYAL BANK OF CANADA887,214$63.0B0.01%Share
12UBS Group AG784,855$56.1B0.01%Share
13SECURIAN ASSET MANAGEMENT, INC690,000$49.3B1.87%Share
14BANK OF AMERICA CORP /DE/689,925$49.0B0.00%Share
15ROYAL BANK OF CANADA557,946$39.0B0.01%Share
16Equitable Holdings, Inc.536,365$38.0B0.26%Share
17WELLS FARGO & COMPANY/MN524,556$37.0B0.01%Share
18MERCER GLOBAL ADVISORS INC /ADV513,623$36.0B0.05%Share
19RAYMOND JAMES FINANCIAL INC485,316$34.0B0.01%Share
20GENWORTH FINANCIAL INC473,856$33.8B7.59%Share
21PNC FINANCIAL SERVICES GROUP, INC.428,915$30.0B0.02%Share
22OSAIC HOLDINGS, INC.423,782$30.0B0.04%Share
23RAYMOND JAMES FINANCIAL INC399,372$28.0B0.01%Share
24New England Private Wealth Advisors LLC377,564$27.0B1.62%Share
25Berman McAleer LLC364,106$26.0B3.55%Share
26Private Advisor Group, LLC362,802$25.0B0.12%Share
27BBR PARTNERS, LLC124,113$23.8B1.28%Share
28BANK OF AMERICA CORP /DE/330,486$23.0B0.00%Share
29NewSquare Capital LLC308,174$22.0B1.94%Share
30Cambria Investment Management, L.P.316,649$22.0B1.28%Share
31JONES FINANCIAL COMPANIES LLLP288,830$20.0B0.01%Share
32FineMark National Bank & Trust262,376$18.0B0.56%Share
33STIFEL FINANCIAL CORP259,000$18.0B0.02%Share
34SEI INVESTMENTS CO260,712$18.0B0.02%Share
35Capital Investment Advisory Services, LLC244,496$17.5B1.23%Share
36PNC FINANCIAL SERVICES GROUP, INC.248,568$17.0B0.01%Share
37PNC FINANCIAL SERVICES GROUP, INC.191,632$13.0B0.01%Share
38PNC FINANCIAL SERVICES GROUP, INC.191,632$13.0B0.01%Share
39Ballast, Inc.169,080$12.1B2.83%Share
40JPMORGAN CHASE & CO168,877$12.0B0.00%Share
41SYKON CAPITAL LLC166,351$11.9B3.81%Share
42JFS WEALTH ADVISORS, LLC163,949$11.7B0.66%Share
43Bell Investment Advisors, Inc162,975$11.6B1.84%Share
44Dominguez Wealth Management Solutions, Inc.154,743$11.1B6.76%Share
45Nilsine Partners, LLC152,110$10.9B0.94%Share
46ATTICUS WEALTH MANAGEMENT, LLC138,966$9.9B2.45%Share
47O'ROURKE & COMPANY, Inc137,320$9.8B3.81%Share
48Invesco Ltd.121,879$8.7B0.00%Share
49Geneos Wealth Management Inc.121,349$8.7B0.21%Share
50BANK OF AMERICA CORP /DE/112,218$8.0B0.00%Share

SPLV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025739$2.8T+329
Q3 2025410$2.4T-310
Q2 2025720$3.6T-42
Q1 2025762$4.2T+168
Q4 2024594$67.1T+141
Q3 2024453$551.7T+18
Q2 2024435$357.9T+8
Q1 2024427$860.5T—

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As of Q4 2025, 50 institutional investors hold SPLV (Invesco S&P 500 Low Volatility ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $245.0B in shares. This quarter, 12 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own SPLV?

As of Q4 2025, 50 institutional investors report holding SPLV (Invesco S&P 500 Low Volatility ETF) in their 13F filings.

Who is the largest institutional holder of SPLV?

The largest institutional holder of SPLV is BANK OF AMERICA CORP /DE/ with $245.0B in shares.

Is institutional ownership of SPLV increasing or decreasing?

This quarter, 12 institutions opened new positions in SPLV and 4 closed their positions.