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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
BOKF, NAin group BOKF, NA7,806$583K0.01%013F-HRTimelineGroup
One Capital Management, LLC7,802$583K0.02%+3,10713F-HRTimeline
Modera Wealth Management, LLC7,765$580K0.01%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,755$579K0.39%+2813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,667$573K0.03%-10913F-HR/ATimelineGroup
Joseph P. Lucia & Associates, LLC7,656$572K0.26%-25013F-HRTimeline
TRUST CO OF VERMONT7,630$570K0.03%+1,00013F-HRTimeline
Redwood Financial Network Corp7,626$570K0.43%-15413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,600$568K0.05%-4,96813F-HRTimeline
Rockingstone Advisors LLC7,585$567K0.26%-74513F-HRTimeline
Graves Light Lenhart Wealth, Inc.7,578$566K0.07%+58613F-HRTimeline
WEDBUSH SECURITIES INC7,576$566K0.02%-39813F-HRTimeline
Berger Financial Group, Inc7,440$556K0.04%-13513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,435$556K0.05%-31413F-HRTimeline
OneDigital Investment Advisors LLC7,338$548K0.01%-73813F-HRTimeline
Centurion Wealth Management LLC7,755$543K0.17%013F-HRTimeline
East Coast Asset Management, LLC.7,191$537K0.19%013F-HRTimeline
Venture Visionary Partners LLC7,118$532K0.02%-66713F-HRTimeline
Symmetry Partners, LLC7,112$531K0.07%new13F-HRTimeline
BluePointe Capital Management, LLC7,082$529K0.2%013F-HRTimeline
ASPIRIANT, LLC7,014$524K0.02%013F-HRTimeline
GUERRA PAN ADVISORS, LLC7,013$524K0.41%013F-HRTimeline
SIMON QUICK ADVISORS, LLC6,993$522K0.03%+3013F-HRTimeline
Zhang Financial LLC6,905$516K0.03%+2,67813F-HRTimeline
Creekside Partners6,842$511K0.27%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,840$511K0.01%-7813F-HRTimeline
Olistico Wealth, LLC6,835$511K0.32%013F-HRTimeline
Tanglewood Legacy Advisors, LLC6,811$509K0.22%013F-HRTimeline
TRUST POINT INC.6,801$508K0.05%-4813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd6,747$504K0.01%-14,69513F-HRTimelineGroup
LIFE LINE WEALTH MANAGEMENT LLC6,618$495K0.18%+813F-HRTimeline
HARBOUR INVESTMENTS, INC.6,593$493K0.01%+2,68813F-HRTimeline
Regal Investment Advisors LLC6,585$492K0.04%new13F-HRTimeline
RIA Advisory Group LLC6,550$489K0.16%new13F-HRTimeline
Family Capital Management, Inc.6,547$489K0.3%013F-HRTimeline
Compass Advisory Group LLC6,545$489K0.17%+2813F-HRTimeline
Sequent Planning LLC6,522$487K0.18%-1,37213F-HRTimeline
Northwest Financial Advisors6,451$482K0.4%013F-HRTimeline
CFO4Life Group, LLC6,440$481K0.08%+613F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,438$481K0.24%013F-HRTimeline
MATHER GROUP, LLC.6,345$474K0.01%+10013F-HRTimeline
Segment Wealth Management, LLC6,334$473K0.03%-1313F-HRTimeline
FLP Wealth Management, LLC6,249$467K1.48%new13F-HRTimeline
Snowden Capital Advisors LLC6,228$465K0.01%+113F-HRTimeline
Providence First Trust Co6,216$464K0.19%-15313F-HRTimeline
WESBANCO BANK INC6,215$464K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.6,158$460K0.04%+6,15213F-HRTimeline
AlphaStar Capital Management, LLC6,156$460K0.05%-3013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,098$456K0.12%+213F-HRTimelineGroup
PRIVATE TRUST CO NA6,085$455K0.05%+72313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,061$453K0.01%+17013F-HRTimelineGroup
Heritage Family Offices, LLP6,024$450K0.23%-1213F-HRTimeline
TLWM6,013$449K0.09%-15013F-HRTimeline
Gradient Capital Advisors, LLC5,958$445K0.15%013F-HRTimeline
Flaharty Asset Management, LLC5,920$442K0.06%013F-HRTimeline
Valmark Advisers, Inc.5,865$438K0.01%+19013F-HRTimeline
NorthCoast Asset Management LLC5,865$438K<0.01%-5,25713F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,861$438K<0.01%+5,51013F-HRTimelineGroup
WBH ADVISORY INC5,859$438K0.04%-13913F-HRTimeline
ROMANO BROTHERS AND COMPANY5,850$437K0.06%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,848$437K<0.01%+1,32613F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC5,816$435K0.13%new13F-HRTimeline
HTG Investment Advisors, Inc.5,721$427K0.18%-88913F-HRTimeline
Kendall Capital Management5,720$427K0.13%-48013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,670$424K0.01%-24913F-HRTimeline
Biltmore Family Office, LLC5,625$420K0.07%013F-HRTimeline
WIN ADVISORS, INC5,566$416K0.21%new13F-HRTimeline
Bravias Capital Group, LLC5,545$414K0.34%+13313F-HRTimeline
Pacific Sun Financial Corp5,516$412K0.23%-12013F-HRTimeline
Seneca House Advisors5,503$411K0.18%-113F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,493$411K0.18%+4313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,500$411K0.01%+713F-HRTimelineGroup
PINNACLE ASSOCIATES LTD5,495$411K0.01%-4913F-HRTimeline
SeaCrest Wealth Management, LLC5,475$409K0.05%-5,77413F-HRTimeline
Wealth Management Associates, Inc.5,465$408K0.17%-15913F-HRTimeline
HCR Wealth Advisors5,333$399K0.05%+2513F-HRTimeline
Strategic Equity Management5,324$398K0.17%013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,322$398K0.26%013F-HRTimeline
Dynamic Advisor Solutions LLC5,297$396K0.01%+313F-HRTimeline
New Century Financial Group, LLC5,290$395K0.46%new13F-HRTimeline
Curated Wealth Partners LLC5,235$391K0.05%-1,44013F-HRTimeline
Cross Staff Investments Inc5,134$384K0.29%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,133$384K0.02%new13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,100$381K<0.01%-55013F-HRTimelineGroup
Dakota Wealth Management5,050$377K0.01%013F-HRTimeline
KWB Wealth5,381$377K0.05%-1,02113F-HRTimeline
High Falls Advisors, Inc5,013$375K0.09%+1013F-HRTimeline
Leo Wealth, LLC5,002$374K0.05%013F-HRTimeline
INVESTMENT PARTNERS, LTD.4,975$372K0.15%+1413F-HRTimeline
IAM Advisory, LLC4,957$370K0.1%+39013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.4,948$370K0.11%013F-HRTimeline
Berkeley Capital Partners, LLC4,922$368K0.1%-30113F-HRTimeline
Mutual Advisors, LLC5,129$367K0.01%+613F-HRTimeline
Transform Wealth, LLC4,900$366K0.02%013F-HRTimeline
Gen-Wealth Partners Inc4,876$364K0.15%013F-HRTimeline
Parkside Financial Bank & Trust4,875$364K0.05%013F-HRTimeline
Novak & Powell Financial Services, Inc.4,841$362K0.23%-59913F-HRTimeline
Jacobi Capital Management LLC4,788$358K0.03%+1313F-HRTimeline
Quantinno Capital Management LP4,772$357K<0.01%new13F-HRTimeline
TrueWealth Advisors, LLC4,761$356K0.12%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,757$355K0.04%+59113F-HR/ATimeline
Medallion Wealth Advisors, LLC4,716$352K0.16%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,700$351K0.14%013F-HRTimeline
BOK Financial Private Wealth, Inc.4,687$350K0.03%-2,34513F-HRTimeline
Keystone Financial Group4,672$349K0.04%-4,96513F-HRTimeline
Divergent Planning, LLC4,706$349K0.12%013F-HRTimeline
NOVUS ADVISORS, LLC4,661$348K0.35%013F-HRTimeline
Astoria Portfolio Advisors LLC.4,748$342K0.12%+42413F-HRTimeline
Broyhill Asset Management, LLC4,500$336K0.27%013F-HRTimeline
Grant Private Wealth Management Inc4,428$331K0.36%new13F-HRTimeline
Atlas Legacy Advisors, LLC4,421$330K0.08%-3613F-HRTimeline
Prairie Wealth Advisors, Inc.4,420$330K0.16%+6613F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.4,668$329K0.06%013F-HR/ATimeline
BSW Wealth Partners4,399$329K0.05%+613F-HRTimeline
Diversified Enterprises, LLC4,396$328K0.03%new13F-HRTimeline
CW Advisors, LLC4,405$328K<0.01%+1,24113F-HRTimeline
IEQ CAPITAL, LLC4,367$326K<0.01%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV4,380$326K0.17%013F-HRTimeline
Csenge Advisory Group4,494$324K0.02%-2,26513F-HRTimeline
Horan Securities, Inc.4,323$323K0.12%+1613F-HRTimeline
CRA Financial Services, LLC4,305$322K0.06%+413F-HRTimeline
Compass Financial Group, INC/SD4,278$320K0.06%+1613F-HRTimeline
Prime Capital Investment Advisors, LLC4,273$319K<0.01%+1,10513F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD4,277$317K0.01%new13F-HRTimelineGroup
Beacon Financial Advisory LLC4,164$311K0.09%+613F-HRTimeline
EPG Wealth Management LLC4,119$308K0.09%+1813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,087$305K<0.01%+84413F-HRTimelineGroup
Emergent Wealth Advisors, LLC4,046$302K0.22%-74713F-HRTimeline
Mill Creek Capital Advisors, LLC4,034$301K0.01%013F-HRTimeline
Newman Dignan & Sheerar, Inc.4,028$301K0.08%013F-HR/ATimeline
EARNED WEALTH ADVISORS, LLC4,027$301K0.07%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,009$300K0.02%+27013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,009$300K0.02%013F-HRTimelineGroup
Private Advisory Group LLC3,957$296K0.03%+613F-HRTimeline
Worth Financial Advisory Group, LLC3,937$294K0.19%013F-HRTimeline
BOSTON FAMILY OFFICE LLC3,938$294K0.02%+30413F-HRTimeline
Cable Hill Partners, LLC4,021$293K0.03%+98613F-HRTimeline
Clearview Wealth Advisors LLC3,918$293K0.22%-33113F-HRTimeline
Wambolt & Associates, LLC3,907$292K0.1%013F-HRTimeline
FARMERS TRUST CO3,905$292K0.05%+80513F-HRTimeline
VestGen Advisors, LLC3,888$291K0.01%13F-HRTimeline
PETERSON WEALTH MANAGEMENT3,875$290K0.19%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC3,874$289K0.11%013F-HRTimeline
Wealthfront Advisers LLC3,871$289K<0.01%+48613F-HRTimeline
Marshall Financial Group, LLC3,863$289K0.06%-62913F-HRTimeline
FLOW TRADERS U.S. LLC3,822$286K0.01%-17,14013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,810$285K0.01%-79513F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC3,803$284K0.16%-9,41613F-HRTimeline
Carr Financial Group Corp3,800$284K0.09%+113F-HRTimeline
CIBC WORLD MARKET INC.3,792$283K<0.01%+113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,792$283K0.11%new13F-HRTimeline
HUB Investment Partners, LLC3,779$282K0.01%013F-HRTimeline
BAILARD, INC.3,774$282K0.01%013F-HRTimeline
Ground Swell Capital, LLC3,746$280K0.64%new13F-HRTimeline
Measured Wealth Private Client Group, L…3,746$280K0.09%-78313F-HRTimeline
Tyche Wealth Partners LLC3,720$278K0.06%013F-HRTimeline
Empower Advisory Group, LLC3,702$277K<0.01%-10713F-HRTimeline
Galvin, Gaustad & Stein, LLC3,670$274K0.02%-31513F-HRTimeline
Lionshead Wealth Management, LLC3,665$274K0.28%-1,60313F-HRTimeline
BlueChip Wealth Advisors LLC3,652$273K0.13%013F-HRTimeline
Falcon Wealth Planning3,639$272K0.03%013F-HRTimeline
Smith Thornton Advisors LLC3,612$270K0.17%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,584$268K0.01%013F-HRTimelineGroup
Atlantic Private Wealth, LLC3,539$264K0.2%+1,76413F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,663$264K0.1%+21513F-HRTimeline
Intellectus Partners, LLC3,534$264K0.07%+413F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC3,532$264K0.12%new13F-HRTimeline
Schrum Private Wealth Management LLC3,526$263K0.23%+213F-HRTimeline
Fort Point Capital Partners LLC3,519$263K0.03%+113F-HRTimeline
Merrion Investment Management Co, LLC3,500$262K0.19%013F-HRTimeline
Manhattan West Asset Management, LLC3,500$262K0.07%013F-HRTimeline
HFG Advisors, Inc.3,500$262K0.22%013F-HRTimeline
Simplicity Wealth,LLC3,482$260K0.02%new13F-HRTimeline
Anchor Investment Management, LLC3,454$258K0.02%013F-HRTimeline
Evernest Financial Advisors, LLC3,453$258K0.09%+1413F-HRTimeline
WESPAC Advisors SoCal, LLC3,384$253K0.07%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,575$252K0.05%013F-HRTimeline
KKM Financial LLC3,367$252K0.11%013F-HRTimeline
MFA Wealth Services3,359$251K0.21%+313F-HRTimeline
LVZ, Inc.3,323$248K0.03%013F-HRTimeline
SFG Wealth Management, LLC.3,322$248K0.12%-6213F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC3,310$247K0.23%+213F-HRTimeline
Innovative Wealth Building LLC3,303$247K0.23%-1,43513F-HRTimeline
Stokes Family Office, LLC3,281$245K0.03%013F-HRTimeline
Goldstein Advisors, LLC3,264$244K0.04%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,260$244K0.01%-9313F-HRTimeline
Hurley Capital, LLC3,255$243K0.18%new13F-HRTimeline
Investment Partners Asset Management, I…3,253$243K0.19%013F-HRTimeline
Northwest Bancshares, Inc.3,241$242K0.04%-413F-HRTimeline
Whitcomb & Hess, Inc.3,239$242K0.07%+11313F-HRTimeline
Fragasso Financial Advisors Inc3,236$242K0.02%-15513F-HRTimeline
Detalus Advisors, LLC3,235$242K0.08%013F-HRTimeline
Ring Mountain Capital, LLC3,210$240K0.18%-18113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,202$239K0.22%+613F-HRTimeline
Opulen Financial Group LLC3,193$239K0.22%+113F-HRTimeline
Kaizen Financial Strategies3,185$238K0.14%new13F-HRTimeline
DIVERSIFIED TRUST CO3,173$237K0.01%new13F-HRTimeline
HBK Sorce Advisory LLC3,169$237K0.01%-2413F-HRTimeline
Carnegie Investment Counsel3,430$236K0.01%+3013F-HRTimeline
D.B. Root & Company, LLC3,156$236K0.08%+313F-HRTimeline