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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Two Sigma Investments, Lp, Junto Capital Management Lp, Bank Of America Corp, Qube Research & Technologies Ltd, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Brighton Jones Llc | Buy | +12,278 | — | 12,278 | $897.99K | Q1 2026 | Aug 07, 2026 |
| Capital Advisor Network Llc | Buy | +2 | — | 2 | $146.00 | Q1 2026 | Aug 06, 2026 |
| Verus Capital Partners, Llc | Sell | -4,760 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 09, 2026 |
| Wells Fargo & Company/Mn | Buy | +65,992 | +4.1% | 1,676,849 | $122.64M | Q1 2026 | Jul 08, 2026 |
| Kerr Financial Planning Corp | Sell | -6 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 01, 2026 |
| Western Wealth Management, Llc | Buy | +1,720 | +4.2% | 42,366 | $3.10M | Q1 2026 | May 19, 2026 |
| Paragon Private Wealth Management, Llc | Sell | -1,285 | -6.4% | 18,774 | $1.37M | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -476,856 | -7.2% | 6,142,652 | $449.27M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -19,341 | -13.9% | 119,513 | $2.23M | Q1 2026 | May 18, 2026 |
| Edgestream Partners, L.P. | Sell | -1,785 | -14.3% | 10,691 | $781.94K | Q1 2026 | May 18, 2026 |
| Ashton Thomas Securities, Llc | Buy | +905 | — | 905 | $66.19K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Sell | -568 | -1.4% | 40,252 | $2.94M | Q1 2026 | May 18, 2026 |
| Amundi | Sell | -400 | -2.2% | 18,002 | $1.32M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +349 | +10.4% | 3,693 | $270.00K | Q1 2026 | May 18, 2026 |
| Capital & Planning, Llc | Buy | +204 | — | 204 | $14.95K | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +2 | +0.3% | 727 | $53.17K | Q1 2026 | May 18, 2026 |
| Two Sigma Investments, Lp | Buy | +1,522,400 | +57.8% | 4,156,600 | $304.01M | Q1 2026 | May 15, 2026 |
| Junto Capital Management Lp | Buy | +548,375 | — | 548,375 | $40.11M | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | Sell | -324,819 | -68.2% | 151,568 | $11.09M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +320,676 | +7.0% | 4,871,322 | $356.29M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -295,465 | -23.1% | 983,247 | $71.91M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Sell | -290,839 | -54.2% | 245,526 | $17.54M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Sell | -216,404 | -42.1% | 297,219 | $21.74M | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +169,019 | +7.7% | 2,360,158 | $172.62M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -101,163 | -6.4% | 1,484,047 | $108.54M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +60,115 | +11.4% | 586,943 | $42.93M | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +53,423 | +347.2% | 68,812 | $5.03M | Q1 2026 | May 15, 2026 |
| Empowered Funds, Llc | Sell | -45,917 | -14.3% | 274,963 | $20.11M | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | Sell | -41,891 | -13.2% | 274,758 | $20.10M | Q1 2026 | May 15, 2026 |
| Diametric Capital, Lp | Buy | +39,732 | — | 39,732 | $2.91M | Q1 2026 | May 15, 2026 |
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.