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Disclosery

SPLV INVESCO EXCH TRADED FD TR II

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S&P500 LOW VOL (fund)

762 managers (771 13F filers) reported a position in SPLV shares at 2025-03-31, 63,596,087 shares in all. 82 filers opened a position and 54 filers sold out during the quarter.

Managers
762
13F filers
771
New
82
Added
260
Reduced
251
Sold out
54
Shares held by filers
63,596,087

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SILVERLAKE WEALTH MANAGEMENT LLC27,468$2.05M0.79%-32313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,404$2.05M0.06%+2,00613F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC27,146$2.03M0.15%-24213F-HRTimeline
Perigon Wealth Management, LLC26,939$2.01M0.05%+89413F-HRTimeline
Kingstone Capital Partners Texas, LLC26,798$2M1.61%-1,49713F-HRTimeline
Advisory Alpha, LLC26,499$1.98M0.07%+1,49513F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC26,442$1.98M0.12%-31213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC26,426$1.97M0.14%-16513F-HRTimeline
Nikulski Financial, Inc.26,345$1.97M0.6%-513F-HRTimeline
Trinity Wealth Management, LLC26,224$1.96M0.89%-51313F-HRTimeline
Acorn Wealth Advisors, LLC26,005$1.94M0.81%-56713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …25,684$1.92M0.15%+22,24513F-HRTimeline
Laurel Wealth Planning LLC25,221$1.88M1.25%-70813F-HRTimeline
D.A. DAVIDSON & CO.25,220$1.88M0.02%+2,50213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC24,817$1.85M0.16%new13F-HRTimeline
MorganRosel Wealth Management, LLC24,620$1.84M0.56%+29613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP24,187$1.81M0.17%013F-HRTimelineGroup
GWN SECURITIES INC.24,564$1.78M0.1%+20,28113F-HRTimeline
Paragon Private Wealth Management, LLC23,739$1.77M0.82%-4,52313F-HRTimeline
SteelPeak Wealth, LLC23,201$1.73M0.07%+59713F-HRTimeline
PAX Financial Group, LLC23,101$1.73M0.31%new13F-HRTimeline
SIMPLEX TRADING, LLC23,090$1.73M0.06%+11,66413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…22,787$1.7M0.01%+9,78413F-HRTimelineGroup
Old North State Trust, LLC24,281$1.7M1.08%013F-HRTimeline
Amplius Wealth Advisors, LLC22,671$1.69M0.18%+8013F-HRTimeline
Consolidated Portfolio Review Corp22,435$1.68M0.27%+80313F-HRTimeline
Great Waters Wealth Management22,415$1.67M0.23%-77613F-HRTimeline
Lloyd Advisory Services, LLC.21,831$1.63M0.82%new13F-HRTimeline
Long Island Wealth Management, Inc.21,650$1.62M0.99%-29313F-HRTimeline
COMERICA BANK21,601$1.61M0.01%-2,38013F-HRTimeline
BLAIR WILLIAM & CO/IL21,451$1.6M<0.01%-1,61713F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC20,956$1.57M0.62%+2913F-HRTimeline
Visionary Wealth Advisors20,869$1.56M0.09%+46713F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC20,529$1.53M0.5%-1,12613F-HRTimeline
Federation des caisses Desjardins du Qu…20,392$1.52M0.01%+15,28513F-HRTimeline
Tranquility Partners, LLC20,065$1.5M0.58%-67013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC19,990$1.49M0.01%+13313F-HRTimeline
ORG Partners LLC19,457$1.45M0.36%+19,31113F-HRTimeline
MGB Wealth Management, LLC19,496$1.45M0.53%+99813F-HRTimeline
SageView Advisory Group, LLC19,349$1.45M0.06%+17613F-HRTimeline
Ashton Thomas Private Wealth, LLC19,341$1.45M0.06%-66913F-HRTimeline
Empirical Financial Services, LLC d.b.a…19,132$1.43M0.04%-44013F-HRTimeline
Santori & Peters, Inc.19,116$1.43M0.58%+3213F-HRTimeline
Tempus Wealth Planning, LLC19,051$1.42M0.43%-1,34913F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC18,998$1.42M0.97%-73313F-HRTimeline
Riggs Asset Managment Co. Inc.18,955$1.42M0.4%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC18,893$1.41M0.02%+29413F-HRTimeline
Beacon Pointe Advisors, LLC18,641$1.39M0.02%-5213F-HRTimeline
Belpointe Asset Management LLC18,579$1.39M0.07%new13F-HRTimeline
Midwest Financial Group LLC18,528$1.38M0.8%+47513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.20,213$1.38M<0.01%+1,08313F-HRTimelineGroup
Advisory Services Network, LLC18,411$1.38M0.03%-2,34313F-HRTimeline
Winthrop Capital Management, LLC18,228$1.36M0.37%013F-HRTimeline
Harfst & Associates, Inc.18,188$1.36M0.31%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp18,160$1.36M0.06%013F-HRTimelineGroup
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…17,968$1.34M1.07%+2013F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …18,430$1.33M0.08%-90713F-HRTimelineGroup
Trilogy Capital Inc.17,827$1.33M0.07%+98213F-HRTimeline
Laraway Financial Advisors Inc17,804$1.33M1.06%+213F-HRTimeline
TPG Advisors LLC17,654$1.32M1.04%-62713F-HRTimeline
Orion Porfolio Solutions, LLC17,622$1.32M0.01%+8,11513F-HRTimeline
Orion Portfolio Solutions, LLC17,622$1.32M0.01%+8,11513F-HR/ATimeline
Cresset Asset Management, LLC17,443$1.3M0.01%-3,63713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,433$1.3M0.08%-1,83413F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC17,339$1.3M0.2%new13F-HRTimeline
Chicago Partners Investment Group LLC17,705$1.29M0.04%new13F-HRTimeline
Monterey Private Wealth, Inc.17,263$1.29M0.38%-37313F-HRTimeline
Virtus Wealth Solutions LLC16,816$1.26M0.38%+7113F-HRTimeline
Trueblood Wealth Management, LLC16,762$1.25M0.58%-2,04513F-HRTimeline
MONEYWISE, INC.16,350$1.22M0.65%+2613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding16,579$1.19M+32Timeline
Flagship Private Wealth, LLC15,776$1.18M0.56%+1,93813F-HRTimeline
Cornerstone Wealth Management, LLC15,684$1.17M0.08%+79513F-HRTimeline
SC&H Financial Advisors, Inc.15,599$1.17M0.23%-3,07713F-HRTimeline
Tyler-Stone Wealth Management15,573$1.16M0.21%-7813F-HRTimeline
CENTAURUS FINANCIAL, INC.15,435$1.15M0.07%+11,79913F-HRTimeline
HBW ADVISORY SERVICES LLC15,182$1.13M0.16%-30413F-HRTimeline
Onyx Bridge Wealth Group LLC15,047$1.12M0.16%+6413F-HRTimeline
Koshinski Asset Management, Inc.15,040$1.12M0.1%-68013F-HRTimeline
Perennial Investment Advisors, LLC14,920$1.11M0.13%+1,13813F-HRTimeline
Principle Wealth Partners LLC14,836$1.11M0.08%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC14,811$1.11M0.38%+213F-HRTimeline
Greystone Financial Group, LLC14,777$1.1M0.2%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,749$1.1M0.04%+11,76713F-HRTimeline
MassMutual Private Wealth & Trust, FSB14,637$1.09M0.03%+6,97113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC14,324$1.07M0.13%+2013F-HRTimeline
IHT Wealth Management, LLC14,278$1.07M0.03%-79013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding14,246$1.06M+4,939Timeline
Financial & Tax Architects, LLC14,153$1.06M0.27%-4,39813F-HRTimeline
PATTEN & PATTEN INC/TN14,113$1.05M0.07%-5413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC14,040$1.05M0.02%013F-HRTimelineGroup
AG Asset Advisory, LLC14,037$1.05M1.08%013F-HRTimeline
Sound Financial Strategies Group, LLC14,003$1.05M0.93%new13F-HRTimeline
Variant Private Wealth, LLC14,003$1.05M1.12%+5713F-HRTimeline
City Center Advisors, LLC13,999$1.05M1.22%+6,24813F-HRTimeline
Lunt Capital Management, Inc.13,987$1.05M0.38%new13F-HRTimeline
American Capital Advisory, LLC13,952$1.04M0.56%+86413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,736$1.03M<0.01%+8,28213F-HRTimelineGroup
MTM Investment Management, LLC13,558$1.01M0.39%013F-HRTimeline
Brookwood Investment Group LLC13,521$1.01M0.17%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,470$1.01M0.03%+3,16913F-HRTimelineGroup
PMG Wealth Management, Inc.13,455$1.01M1.07%013F-HRTimeline
Aptus Capital Advisors, LLC13,270$992K0.01%-1,28213F-HRTimeline
GPS Wealth Strategies Group, LLC13,142$982K0.13%-84813F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC13,110$980K0.5%-7313F-HRTimeline
Wood Tarver Financial Group, LLC13,077$977K0.32%-71413F-HRTimeline
Round Rock Advisors LLC13,042$975K0.18%+113F-HRTimeline
Sigma Planning Corp13,031$974K0.03%+3,19613F-HRTimeline
Kovack Advisors, Inc.13,023$973K0.1%-61813F-HRTimeline
Meridian Financial Advisors, LLC13,008$972K0.68%-9913F-HRTimeline
JTC Employer Solutions Trustee Ltd13,000$971K0.08%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,946$967K0.08%+1,91313F-HRTimeline
Orca Investment Management, LLC12,918$965K0.96%013F-HRTimeline
BRIGHTON JONES LLC12,897$964K0.03%-18513F-HRTimeline
MONECO ADVISORS, LLC12,804$957K0.1%+16313F-HR/ATimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,766$954K0.07%013F-HRTimeline
Legacy Private Trust Co.12,668$947K0.07%-1,00013F-HRTimeline
Sage Mountain Advisors LLC12,635$944K0.07%-1613F-HRTimeline
LANDAAS & CO /WI /ADV12,587$940K0.26%-11013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,675$934K0.09%+8,46913F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC12,445$930K0.08%-2,43313F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.12,427$929K<0.01%+1,00013F-HRTimelineGroup
Allied Investment Advisors, LLC12,200$912K0.17%013F-HRTimeline
UPTICK PARTNERS, LLC12,192$911K0.31%-57313F-HRTimeline
Summit Trail Advisors, LLC12,102$904K0.03%013F-HRTimeline
Wealthspire Advisors, LLC12,012$898K0.01%-68313F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…11,958$894K1.02%-1,25613F-HRTimeline
B. Riley Wealth Advisors, Inc.11,891$889K0.03%-1,86213F-HRTimeline
Coppell Advisory Solutions LLC9,236$875K0.12%+6,96313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…11,678$873K<0.01%+8713F-HRTimelineGroup
First Command Advisory Services, Inc.11,606$867K0.01%-4,56113F-HRTimeline
Wolff Financial Management LLC11,584$866K0.24%+3713F-HRTimeline
Beaumont Financial Advisors, LLC11,572$865K0.07%-1,18013F-HRTimeline
DHJJ Financial Advisors, Ltd.11,473$857K0.35%-72113F-HRTimeline
EASTERN BANK11,445$855K0.02%013F-HRTimeline
CHOREO, LLC11,433$854K0.01%-8613F-HRTimeline
Magnus Financial Group LLC11,429$854K0.08%+37013F-HRTimeline
WHITTIER TRUST CO11,405$852K0.01%013F-HRTimeline
Clearwater Capital Advisors, LLC11,351$848K0.08%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…11,349$848K0.02%+1213F-HRTimelineGroup
VIAWEALTH, LLC11,284$843K0.52%-52313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,283$843K0.03%-79113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,288$843K0.01%-23,87813F-HRTimelineGroup
Clark Asset Management, LLC11,200$837K0.14%013F-HRTimeline
SYNOVUS FINANCIAL CORP11,188$836K0.01%-2,21913F-HRTimeline
Asset Dedication, LLC11,169$835K0.07%013F-HRTimeline
Kingsview Wealth Management, LLC11,123$831K0.02%+42313F-HRTimeline
FINANCIAL LIFE ADVISORS11,007$822K0.31%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC10,872$812K0.22%-3013F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC10,717$801K1.06%13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.10,611$793K0.48%-10013F-HRTimeline
Fortis Capital Advisors, LLC10,591$791K0.16%new13F-HRTimeline
Harvest Investment Services, LLC10,558$789K0.22%-13,03213F-HRTimeline
Whipplewood Advisors, LLC20,490$784K0.56%+10,10013F-HRTimeline
Sensible Money, LLC10,453$781K0.33%013F-HRTimeline
Bedel Financial Consulting, Inc.10,679$774K0.11%+313F-HRTimeline
Smith Salley Wealth Management10,362$774K0.05%-8,01913F-HRTimeline
RFG Advisory, LLC10,265$767K0.02%-48813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,252$766K0.03%+1,12613F-HRTimeline
CENTRAL TRUST Co10,245$766K0.02%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding10,212$763K-916Timeline
CAPITAL ADVISORS INC/OK10,122$756K0.02%+1,41213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,120$756K0.01%013F-HRTimeline
TFG Advisers LLC10,093$754K0.27%+2913F-HRTimeline
Yarbrough Capital, LLC10,000$747K0.03%013F-HRTimeline
Brick & Kyle, Associates10,030$745K0.34%+2213F-HRTimeline
Synergy Investment Management, LLC9,827$734K0.31%-60513F-HRTimeline
Optivise Advisory Services LLC9,756$729K0.41%+213F-HRTimeline
DAVENPORT & Co LLC9,738$728K<0.01%+4,82813F-HRTimeline
Allred Capital Management, LLC9,705$724K0.29%+613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding9,476$708K-68Timeline
Graypoint LLC9,409$703K0.04%-10813F-HRTimeline
Intrepid Financial Planning Group LLC9,402$703K0.33%-72213F-HRTimeline
TD Waterhouse Canada Inc.9,310$695K0.01%+7613F-HRTimeline
Red Door Wealth Management, LLC9,199$687K0.1%013F-HRTimeline
IFP Advisors, Inc9,146$683K0.02%-34713F-HRTimeline
Rede Wealth, LLC9,049$676K0.24%013F-HRTimeline
Woodside Wealth Management LLC8,948$669K0.62%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,820$659K<0.01%+413F-HRTimelineGroup
Moloney Securities Asset Management, LLC8,471$633K0.09%-1,42913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,458$632K<0.01%+2,11313F-HRTimelineGroup
Summit Wealth Partners, LLC8,445$631K0.13%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC8,399$628K0.04%-1,13413F-HRTimeline
TRUST CO OF OKLAHOMA8,348$624K0.22%-27613F-HRTimeline
Elevation Capital Advisory, LLC8,321$622K0.27%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC8,300$620K<0.01%-3,71013F-HR/ATimelineGroup
Lakeridge Wealth Management LLC8,286$619K0.31%-1,53513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV8,251$617K0.24%+2213F-HRTimeline
TKG Advisors, LLC8,169$610K0.3%-41313F-HRTimeline
Summit Financial, LLC8,105$606K0.02%+2,45013F-HRTimeline
Faithward Advisors, LLC8,090$604K0.11%+613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,083$604K0.01%-11,25113F-HRTimelineGroup
Atria Investments, Inc8,057$602K0.01%+4,49813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,007$598K<0.01%013F-HRTimelineGroup
Merkkuri Wealth Advisors LLC7,969$595K0.51%+3313F-HRTimeline
Mullooly Asset Management, Inc.7,965$595K0.27%13F-HR/ATimeline
Mission Creek Capital Partners, Inc.7,918$592K0.14%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,903$591K<0.01%-31,13513F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…7,807$583K0.27%-12413F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC7,807$583K0.04%013F-HRTimeline