Skip to content
Disclosery

SPLV INVESCO EXCH TRADED FD TR II

Follow

S&P500 LOW VOL (fund)

737 managers (745 13F filers) reported a position in SPLV shares at 2024-12-31, 65,982,950 shares in all. 39 filers opened a position and 48 filers sold out during the quarter.

Managers
737
13F filers
745
New
39
Added
218
Reduced
260
Sold out
48
Shares held by filers
65,982,950

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BOK Financial Private Wealth, Inc.7,032$492K0.04%+4,84313F-HRTimeline
ASPIRIANT, LLC7,014$491K0.02%+1,25013F-HRTimeline
GUERRA PAN ADVISORS, LLC7,013$491K0.36%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,992$489K0.06%013F-HRTimeline
SIMON QUICK ADVISORS, LLC6,963$487K0.03%+2913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,918$484K0.01%-56613F-HRTimeline
TRUST POINT INC.6,849$479K0.03%-1,92013F-HRTimeline
Creekside Partners6,842$479K0.25%013F-HRTimeline
Olistico Wealth, LLC6,835$478K0.28%013F-HRTimeline
Tanglewood Legacy Advisors, LLC6,811$477K0.2%+80013F-HRTimeline
Csenge Advisory Group6,759$473K0.03%-2,56613F-HRTimeline
Chris Bulman Inc6,753$473K0.3%-16713F-HRTimeline
Curated Wealth Partners LLC6,675$467K0.05%013F-HRTimeline
TRUST CO OF VERMONT6,630$464K0.02%013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC6,610$463K0.17%+2813F-HRTimeline
HTG Investment Advisors, Inc.6,610$463K0.21%013F-HRTimeline
KWB Wealth6,402$459K0.06%new13F-HRTimeline
Family Capital Management, Inc.6,547$458K0.28%013F-HRTimeline
Compass Advisory Group LLC6,517$456K0.16%+2813F-HRTimeline
Northwest Financial Advisors6,451$452K0.37%+27613F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,438$451K0.22%013F-HRTimeline
CFO4Life Group, LLC6,434$450K0.08%+613F-HRTimeline
Providence First Trust Co6,369$446K0.17%013F-HRTimeline
Segment Wealth Management, LLC6,347$444K0.03%-8313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,345$444K<0.01%+1113F-HRTimelineGroup
Golden State Wealth Management, LLC6,271$439K0.07%13F-HRTimeline
MATHER GROUP, LLC.6,245$437K0.01%+713F-HRTimeline
Snowden Capital Advisors LLC6,227$436K0.01%013F-HRTimeline
WESBANCO BANK INC6,215$435K0.01%-17513F-HRTimeline
Kendall Capital Management6,200$434K0.13%013F-HRTimeline
AlphaStar Capital Management, LLC6,186$433K0.05%-1,16413F-HRTimeline
TLWM6,163$431K0.08%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,096$427K0.11%-9413F-HRTimelineGroup
Heritage Family Offices, LLP6,036$422K0.21%+113F-HRTimeline
WBH ADVISORY INC5,998$420K0.04%013F-HRTimeline
Gradient Capital Advisors, LLC5,958$417K0.13%-18013F-HRTimeline
Flaharty Asset Management, LLC5,920$414K0.06%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,919$414K0.01%+46513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,891$413K0.01%+25313F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY5,850$410K0.05%013F-HRTimeline
Valmark Advisers, Inc.5,675$397K0.01%-6713F-HRTimeline
Summit Financial, LLC5,655$396K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,651$396K<0.01%new13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,650$396K<0.01%013F-HRTimelineGroup
Pacific Sun Financial Corp5,636$395K0.21%-4013F-HRTimeline
Biltmore Family Office, LLC5,625$394K0.07%-1,21513F-HRTimeline
Wealth Management Associates, Inc.5,624$394K0.17%+413F-HRTimeline
PINNACLE ASSOCIATES LTD5,544$388K0.01%-1,76413F-HRTimeline
Bravias Capital Group, LLC5,412$386K0.31%13F-HRTimeline
Seneca House Advisors5,504$385K0.15%-6013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,493$385K0.01%+713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,454$382K<0.01%+68013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.5,450$381K0.17%+71613F-HRTimeline
Novak & Powell Financial Services, Inc.5,440$381K0.23%-10013F-HRTimeline
PRIVATE TRUST CO NA5,362$375K0.04%+12613F-HRTimeline
Strategic Equity Management5,324$373K0.16%+4513F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,322$373K0.24%013F-HRTimeline
HCR Wealth Advisors5,308$372K0.05%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC5,299$371K0.05%+2,37213F-HRTimeline
Dynamic Advisor Solutions LLC5,294$371K0.02%-7813F-HRTimeline
Lionshead Wealth Management, LLC5,268$369K0.27%13F-HRTimeline
Berkeley Capital Partners, LLC5,223$366K0.1%+15713F-HRTimeline
Northwest & Ethical Investments L.P.5,204$364K0.01%013F-HRTimeline
Mutual Advisors, LLC5,123$362K0.01%-39113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…5,082$361K0.02%-4013F-HRTimeline
Cross Staff Investments Inc5,134$359K0.25%013F-HRTimeline
Federation des caisses Desjardins du Qu…5,107$357K<0.01%-97,14713F-HRTimeline
Dakota Wealth Management5,050$354K0.01%013F-HRTimeline
High Falls Advisors, Inc5,003$350K0.08%+1013F-HRTimeline
Leo Wealth, LLC5,002$350K0.03%+113F-HRTimeline
INVESTMENT PARTNERS, LTD.4,961$347K0.14%+1313F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.4,948$346K0.1%013F-HRTimeline
DAVENPORT & Co LLC4,910$344K<0.01%+42313F-HRTimeline
Transform Wealth, LLC4,900$343K0.02%013F-HRTimeline
Gen-Wealth Partners Inc4,876$341K0.15%013F-HRTimeline
Parkside Financial Bank & Trust4,875$341K0.05%-1413F-HRTimeline
Emergent Wealth Advisors, LLC4,793$336K0.24%+1713F-HRTimeline
Jacobi Capital Management LLC4,775$334K0.02%-18813F-HRTimeline
Medallion Wealth Advisors, LLC4,716$333K0.17%13F-HRTimeline
TrueWealth Advisors, LLC4,761$333K0.11%-813F-HRTimeline
Innovative Wealth Building LLC4,738$332K0.3%13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,700$329K0.13%013F-HRTimeline
One Capital Management, LLC4,695$329K0.01%-23513F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.4,668$327K0.05%013F-HRTimeline
NOVUS ADVISORS, LLC4,661$326K0.33%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,605$322K0Timeline
Divergent Planning, LLC4,706$322K0.11%013F-HRTimeline
IAM Advisory, LLC4,567$320K0.08%-6113F-HRTimeline
Headland Capital, LLC4,536$318K0.11%13F-HRTimeline
Measured Wealth Private Client Group, L…4,529$317K0.1%-4713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,522$317K<0.01%-1,23813F-HRTimelineGroup
Broyhill Asset Management, LLC4,500$315K0.28%13F-HRTimeline
Marshall Financial Group, LLC4,492$314K0.08%-14713F-HRTimeline
Merriman Wealth Management, LLC4,469$313K0.01%-43013F-HRTimeline
Atlas Legacy Advisors, LLC4,457$312K0.08%13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV4,380$311K0.12%13F-HRTimeline
BSW Wealth Partners4,393$308K0.05%+1,22313F-HRTimeline
Financial Engines Advisors L.L.C.4,385$307K<0.01%new13F-HRTimeline
Prairie Wealth Advisors, Inc.4,354$305K0.15%+5013F-HRTimeline
GWN SECURITIES INC.4,283$302K0.08%13F-HRTimeline
Horan Securities, Inc.4,307$302K0.11%+1513F-HRTimeline
CRA Financial Services, LLC4,301$301K0.05%+413F-HRTimeline
Astoria Portfolio Advisors LLC.4,324$300K0.11%013F-HRTimeline
Compass Financial Group, INC/SD4,262$298K0.06%+1713F-HRTimeline
Clearview Wealth Advisors LLC4,249$297K0.23%-14113F-HRTimeline
Robertson Stephens Wealth Management, L…4,242$297K0.01%+613F-HRTimeline
Zhang Financial LLC4,227$296K0.02%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,206$294K0.03%+2,73613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,166$292K0.03%new13F-HR/ATimeline
Beacon Financial Advisory LLC4,158$291K0.09%-8813F-HRTimeline
EPG Wealth Management LLC4,101$287K0.08%-3,77413F-HRTimeline
Mill Creek Capital Advisors, LLC4,034$282K0.01%-1,15213F-HRTimeline
Newman Dignan & Sheerar, Inc.4,028$282K0.07%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,024$282K0.01%-2213F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.4,009$281K0.02%013F-HRTimelineGroup
Peninsula Wealth, LLC3,993$280K0.05%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,989$279K<0.01%+1,07013F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC3,985$279K0.02%013F-HRTimeline
Private Advisory Group LLC3,951$277K0.03%-4,01713F-HR/ATimeline
Worth Financial Advisory Group, LLC3,937$276K0.17%-25713F-HRTimeline
Wambolt & Associates, LLC3,907$273K0.09%-43413F-HRTimeline
HARBOUR INVESTMENTS, INC.3,905$273K0.01%+313F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC3,874$271K0.11%+7013F-HRTimeline
Empower Advisory Group, LLC3,809$267K<0.01%new13F-HRTimeline
Carr Financial Group Corp3,799$266K0.08%+113F-HRTimeline
CIBC WORLD MARKET INC.3,791$265K<0.01%+413F-HRTimeline
HUB Investment Partners, LLC3,779$265K0.01%new13F-HRTimeline
BAILARD, INC.3,774$264K0.01%013F-HRTimeline
Capital Investment Advisors, LLC3,742$262K0.01%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,739$262K0.02%013F-HRTimeline
Tyche Wealth Partners LLC3,720$260K0.05%013F-HRTimeline
BlueChip Wealth Advisors LLC3,652$256K0.14%-63513F-HRTimeline
CENTAURUS FINANCIAL, INC.3,636$255K0.02%-1,19013F-HRTimeline
Falcon Wealth Planning3,639$255K0.03%013F-HRTimeline
BOSTON FAMILY OFFICE LLC3,634$254K0.02%+413F-HRTimeline
Smith Thornton Advisors LLC3,612$253K0.16%013F-HRTimeline
Tennessee Valley Asset Management Partn…3,587$251K0.04%-1,72113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,584$251K0.01%-41213F-HRTimelineGroup
Atria Investments, Inc3,559$249K<0.01%-13,35513F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,448$249K0.08%-2,79713F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC3,553$249K0.01%+113F-HRTimeline
Intellectus Partners, LLC3,530$247K0.05%+413F-HRTimeline
Schrum Private Wealth Management LLC3,524$247K0.21%-3,41413F-HRTimeline
Fort Point Capital Partners LLC3,518$246K0.03%+113F-HRTimeline
Merrion Investment Management Co, LLC3,500$245K0.17%-3,50013F-HRTimeline
Manhattan West Asset Management, LLC3,500$245K0.07%013F-HRTimeline
HFG Advisors, Inc.3,500$245K0.21%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,575$244K0.05%-1,09313F-HRTimeline
Anchor Investment Management, LLC3,454$242K0.02%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,439$241K0.02%+8413F-HR/ATimeline
Evernest Financial Advisors, LLC3,439$241K0.06%+1513F-HRTimeline
Carnegie Investment Counsel3,400$238K0.01%013F-HRTimeline
Ring Mountain Capital, LLC3,391$237K0.16%13F-HRTimeline
Fragasso Financial Advisors Inc3,391$237K0.02%-17213F-HRTimeline
Wealthfront Advisers LLC3,385$237K<0.01%+44913F-HR/ATimeline
SFG Wealth Management, LLC.3,384$237K0.12%-48913F-HRTimeline
Prostatis Group LLC3,370$236K0.07%new13F-HRTimeline
KKM Financial LLC3,367$236K0.1%-19213F-HRTimeline
MFA Wealth Services3,356$235K0.19%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,353$235K0.01%+7513F-HRTimeline
LVZ, Inc.3,323$233K0.03%013F-HRTimeline
APPLETON PARTNERS INC/MA3,318$232K0.02%-5013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC3,308$232K0.21%+113F-HRTimeline
Stokes Family Office, LLC3,281$230K0.02%013F-HRTimeline
Goldstein Advisors, LLC3,264$228K0.03%-13113F-HRTimeline
Investment Partners Asset Management, I…3,253$228K0.18%013F-HRTimeline
Atlas Private Wealth Advisors3,248$227K0.03%-1,68813F-HRTimeline
Northwest Bancshares, Inc.3,245$227K0.04%-5813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,243$227K<0.01%013F-HRTimelineGroup
Detalus Advisors, LLC3,235$226K0.07%-29313F-HRTimeline
Edgestream Partners, L.P.3,226$226K0.01%new13F-HRTimeline
VICUS CAPITAL3,208$225K0.02%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,196$224K0.17%13F-HRTimeline
HBK Sorce Advisory LLC3,193$223K0.01%013F-HRTimeline
Opulen Financial Group LLC3,192$223K0.2%13F-HRTimeline
West Coast Financial LLC3,182$223K0.02%013F-HRTimeline
Pinnacle Financial Partners Inc3,173$222K<0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC3,168$222K<0.01%new13F-HRTimeline
CW Advisors, LLC3,164$221K<0.01%+35713F-HRTimeline
Transce3nd, LLC3,162$221K0.07%13F-HRTimeline
D.B. Root & Company, LLC3,153$221K0.07%+313F-HRTimeline
Basepoint Wealth LLC3,148$220K0.18%+913F-HRTimeline
Whitcomb & Hess, Inc.3,126$219K0.07%+6813F-HRTimeline
Lodestone Wealth Management LLC3,120$218K0.11%-27513F-HRTimeline
FARMERS TRUST CO3,100$217K0.04%new13F-HRTimeline
SPINNAKER TRUST3,076$215K0.01%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,057$214K0.11%+213F-HRTimelineGroup
Cable Hill Partners, LLC3,035$212K0.02%013F-HRTimeline
Grantvest Financial Group LLC3,035$212K0.24%13F-HRTimeline
Apriem Advisors3,018$211K0.02%-30013F-HRTimeline
Cyndeo Wealth Partners, LLC3,009$211K0.01%-71413F-HRTimeline
Stonegate Investment Group, LLC3,000$210K0.01%013F-HRTimeline
Balboa Wealth Partners3,000$210K0.05%-30013F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,982$209K0.02%13F-HRTimeline
First Financial Bankshares Inc2,982$209K<0.01%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,961$207K<0.01%+13613F-HRTimeline
Compound Planning, Inc.2,927$205K0.01%013F-HRTimeline
WealthTrust Asset Management, LLC2,923$205K0.15%-11113F-HRTimeline
Smartleaf Asset Management LLC2,900$203K0.02%013F-HRTimeline
Realta Investment Advisors2,888$202K0.08%-1,71713F-HRTimeline