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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Brighton Jones LlcBuy+12,278—12,278$897.99KQ1 2026Aug 07, 2026
Capital Advisor Network LlcBuy+2—2$146.00Q1 2026Aug 06, 2026
Verus Capital Partners, LlcSell-4,760-100.0%0$0.00Q1 2026Jul 09, 2026
Wells Fargo & Company/MnBuy+65,992+4.1%1,676,849$122.64MQ1 2026Jul 08, 2026
Kerr Financial Planning CorpSell-6-100.0%0$0.00Q1 2026Jul 01, 2026
Western Wealth Management, LlcBuy+1,720+4.2%42,366$3.10MQ1 2026May 19, 2026
Paragon Private Wealth Management, LlcSell-1,285-6.4%18,774$1.37MQ1 2026May 19, 2026
Bank Of America CorpSell-476,856-7.2%6,142,652$449.27MQ1 2026May 18, 2026
Newedge Advisors, LlcSell-19,341-13.9%119,513$2.23MQ1 2026May 18, 2026
Edgestream Partners, L.P.Sell-1,785-14.3%10,691$781.94KQ1 2026May 18, 2026
Ashton Thomas Securities, LlcBuy+905—905$66.19KQ1 2026May 18, 2026
Arkadios Wealth AdvisorsSell-568-1.4%40,252$2.94MQ1 2026May 18, 2026
AmundiSell-400-2.2%18,002$1.32MQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+349+10.4%3,693$270.00KQ1 2026May 18, 2026
Capital & Planning, LlcBuy+204—204$14.95KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+2+0.3%727$53.17KQ1 2026May 18, 2026
Two Sigma Investments, LpBuy+1,522,400+57.8%4,156,600$304.01MQ1 2026May 15, 2026
Junto Capital Management LpBuy+548,375—548,375$40.11MQ1 2026May 15, 2026
Qube Research & Technologies LtdSell-324,819-68.2%151,568$11.09MQ1 2026May 15, 2026
Morgan StanleyBuy+320,676+7.0%4,871,322$356.29MQ1 2026May 15, 2026
Goldman Sachs Group IncSell-295,465-23.1%983,247$71.91MQ1 2026May 15, 2026
Equitable Holdings, Inc.Sell-290,839-54.2%245,526$17.54MQ1 2026May 15, 2026
Mercer Global Advisors IncSell-216,404-42.1%297,219$21.74MQ1 2026May 15, 2026
Fmr LlcBuy+169,019+7.7%2,360,158$172.62MQ1 2026May 15, 2026
Royal Bank Of CanadaSell-101,163-6.4%1,484,047$108.54MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+60,115+11.4%586,943$42.93MQ1 2026May 15, 2026
Flow Traders U.S. LlcBuy+53,423+347.2%68,812$5.03MQ1 2026May 15, 2026
Empowered Funds, LlcSell-45,917-14.3%274,963$20.11MQ1 2026May 15, 2026
Cambria Investment Management, L.P.Sell-41,891-13.2%274,758$20.10MQ1 2026May 15, 2026
Diametric Capital, LpBuy+39,732—39,732$2.91MQ1 2026May 15, 2026
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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.