INVESCO S&P 500 LOW VOLATILI (SPLV) Institutional Ownership Changes & 13F Activity

INVESCO S&P 500 LOW VOLATILI (SPLV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, and Matrix Private Capital Group.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-1,520101,591$7,430,363
Q4 2025Sequoia Financial AdvisorsSell-5,486103,111$7,364,155
Q3 2025Sequoia Financial AdvisorsSell-6,320108,597$7,979,732
Q2 2025Sequoia Financial AdvisorsSell-56,826114,917$8,368,275
Q1 2025Sequoia Financial AdvisorsSell-48,495171,743$12,832,613
Q1 2025Renaissance Technologies LLCBuy38,50064,300$4,804,496
Q4 2024Sequoia Financial AdvisorsBuy215,950220,238$15,416,651
Q4 2024Renaissance Technologies LLCSell-36,50025,800$1,806,000
Q2 2024Renaissance Technologies LLCBuy35,40062,300$4,046,385
Q2 2024Sequoia Financial AdvisorsSell-2,7544,288$278,500
Q4 2023Sequoia Financial AdvisorsBuy2,1457,042$441,252
Q3 2023Sequoia Financial AdvisorsSell-5144,897$287,895
Q1 2023Sequoia Financial AdvisorsSell-2585,411$337,647
Q4 2022Sequoia Financial AdvisorsBuy5165,669$362,249
Q3 2022Sequoia Financial AdvisorsSell-1,3485,153$298
Q2 2022Matrix Private Capital GroupBuy1,16015,121$938
Q2 2022Sequoia Financial AdvisorsBuy1316,501$403
Q1 2022Renaissance Technologies LLCSell-4,90026,900$1,805
Q1 2022Sequoia Financial AdvisorsBuy1,5216,370$427
Q1 2022Matrix Private Capital GroupBuy1713,961$937
Q4 2021Renaissance Technologies LLCSell-27,70031,800$2,182
Q4 2021Sequoia Financial AdvisorsSell-744,849$333
Q4 2021Matrix Private Capital GroupSell-3213,944$957
Q3 2021Matrix Private Capital GroupBuy35213,976$850
Q2 2021Renaissance Technologies LLCBuy46,50059,500$3,624
Q2 2021Matrix Private Capital GroupBuy1513,624$830
Q2 2021Sequoia Financial AdvisorsBuy14,923$300
Q1 2021Sequoia Financial AdvisorsSell-4,6334,922$286
Q1 2021Matrix Private Capital GroupSell-69113,609$791
Q4 2020Sequoia Financial AdvisorsBuy9,5559,555$537

Frequently asked questions about SPLV activity

  • Which institutional owners are buying SPLV?

    Institutional owners buying SPLV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPLV activity?

    "Buy" means an investor increased their reported position in SPLV compared to the prior reporting period. This reflects growing exposure to INVESCO S&P 500 LOW VOLATILI (SPLV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPLV increasing?

    Institutional interest in SPLV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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