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Disclosery

SPLV INVESCO EXCH TRADED FD TR II

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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
CoreCap Advisors, LLC2,877$201K0.01%-313F-HRTimeline
Ullmann Wealth Partners Group, LLC2,873$201K0.03%013F-HRTimeline
Pineridge Advisors LLC2,859$200K0.08%-4313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,792$195K0.01%+16713F-HRTimelineGroup
GAMMA Investing LLC2,607$182K0.02%013F-HRTimeline
WealthShield Partners, LLC2,498$175K0.02%+2313F-HRTimeline
Global Trust Asset Management, LLC2,421$169K0.06%-63013F-HRTimeline
Blue Trust, Inc.2,389$167K<0.01%-39613F-HR/ATimeline
Plante Moran Financial Advisors, LLC2,382$167K0.01%013F-HRTimeline
Darwin Wealth Management, LLC2,293$161K0.05%-3,41113F-HR/ATimeline
Coppell Advisory Solutions LLC2,273$159K0.02%-21,41713F-HRTimeline
Archer Investment Corp2,203$154K0.04%013F-HRTimeline
Glassman Wealth Services2,181$153K0.03%013F-HRTimeline
Provident Wealth Management, LLC2,106$147K0.05%013F-HRTimeline
CVA Family Office, LLC2,097$147K0.02%+913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,012$141K0.01%+29913F-HRTimelineGroup
Main Street Group, LTD1,974$138K0.05%-5913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,929$135K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,904$133K<0.01%+54113F-HRTimelineGroup
Front Row Advisors LLC1,897$133K0.05%013F-HRTimeline
NVWM, LLC1,873$131K0.03%013F-HRTimeline
Glen Eagle Advisors, LLC1,836$129K0.02%-3513F-HRTimeline
Provenance Wealth Advisors, LLC1,826$128K0.02%013F-HRTimeline
Smithfield Trust Co1,778$125K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC1,775$124K0.09%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,700$119K0.02%013F-HRTimeline
Founders Capital Management1,590$111K0.07%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,584$111K<0.01%+1,11813F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC1,567$110K0.14%013F-HRTimeline
Bristlecone Advisors, LLC1,529$107K0.01%013F-HRTimeline
Avalon Trust Co1,500$105K0.01%-18013F-HRTimeline
Salomon & Ludwin, LLC1,392$97.4K0.01%-30613F-HRTimeline
Venturi Wealth Management, LLC1,381$96.7K<0.01%-12813F-HRTimeline
Castleview Partners, LLC1,266$88.3K0.05%013F-HR/ATimeline
Arax Advisory Partners1,232$86.2K0.01%+513F-HRTimeline
Roble, Belko & Company, Inc1,230$86K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,213$84.9K0.02%013F-HRTimeline
JNBA Financial Advisors1,182$82.7K0.01%013F-HRTimeline
WPG Advisers, LLC1,088$76.2K0.07%13F-HRTimeline
United Community Bankin group United Community Bank1,020$71.4K0.03%013F-HRTimelineGroup
AdvisorNet Financial, Inc1,009$70.7K0.01%-95613F-HRTimeline
Zions Bancorporation, N.A.1,000$70K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …988$69.2K<0.01%013F-HRTimelineGroup
Tidemark, LLC974$68.2K0.03%+8113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich882$68.1K<0.01%-54,41913F-HRTimeline
HM PAYSON & CO959$67.1K<0.01%013F-HRTimeline
MCF Advisors LLC915$64K<0.01%+77513F-HRTimeline
Ulland Investment Advisors, LLC900$63K0.04%+20013F-HRTimeline
McIlrath & Eck, LLC883$61.8K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC854$59.8K0.03%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC850$59.5K0.03%013F-HRTimeline
PSI Advisors, LLC846$59.2K0.02%+213F-HRTimeline
HOEY INVESTMENTS, INC840$58.8K0.01%new13F-HRTimeline
Financially Speaking Inc826$57.8K0.04%13F-HRTimeline
Glass Jacobson Investment Advisors llc813$56.9K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIGNATUREFD, LLC795$55.6K<0.01%-48413F-HRTimeline
Measured Risk Portfolios, Inc.765$53.5K0.06%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN739$51.7K<0.01%013F-HRTimeline
Stephens Consulting, LLC736$51.5K0.01%013F-HRTimeline
Avondale Wealth Management724$50.7K0.03%013F-HRTimeline
IMG Wealth Management, Inc.723$50.6K0.05%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC713$49.9K<0.01%013F-HRTimeline
Roxbury Financial LLC634$47.5K0.05%13F-HRTimeline
Householder Group Estate & Retirement S…659$46K0.03%-133,57613F-HRTimeline
Caitlin John, LLC647$45.3K0.03%+6613F-HRTimeline
Wagner Wealth Management, LLC639$44.7K0.01%+1013F-HRTimeline
TSFG, LLC625$44K0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC610$42.7K0.01%013F-HRTimeline
Luminist Capital LLC562$39.3K0.07%13F-HRTimeline
Friedenthal Financial547$38.3K0.02%013F-HRTimeline
Solstein Capital, LLC524$36.7K0.02%013F-HRTimeline
Heck Capital Advisors, LLC496$34.7K<0.01%new13F-HR/ATimeline
Founders Financial Alliance, LLC479$33.5K0.01%+213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC459$32.1K<0.01%+313F-HRTimeline
Wilmington Savings Fund Society, FSB450$31.5K<0.01%-62513F-HRTimeline
HHM Wealth Advisors, LLC444$31.1K<0.01%013F-HRTimeline
Larson Financial Group LLC437$30.6K<0.01%+213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC410$28.7K0.02%13F-HRTimeline
BARRETT & COMPANY, INC.400$28K0.01%013F-HRTimeline
Cornerstone Planning Group LLC378$27.3K0.01%new13F-HRTimeline
TruNorth Capital Management, LLC367$25.7K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO351$24.6K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC448$24.5K<0.01%-7513F-HRTimeline
IAG Wealth Partners, LLC350$24.5K<0.01%-22013F-HRTimeline
NFSG Corp329$23.1K0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV324$22K0.01%+213F-HRTimeline
Graney & King, LLC290$20.3K0.02%13F-HRTimeline
Westside Investment Management, Inc.279$19.5K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.268$18.8K0.01%+16613F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors242$16.9K<0.01%013F-HRTimelineGroup
Compass Financial Services Inc239$16.7K0.01%13F-HRTimeline
Missouri Trust & Investment Co239$16.7K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC235$16.4K<0.01%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…228$16K<0.01%013F-HRTimelineGroup
CAPITAL & PLANNING, LLC217$15.2K0.01%13F-HRTimeline
Bernard Wealth Management Corp.210$14.7K0.01%13F-HR/ATimeline
10Elms LLP209$14.6K0.02%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.206$14.4K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.203$14.2K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK203$14.2K<0.01%new13F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS198$13.9K<0.01%-20,69613F-HRTimelineGroup
Sound Income Strategies, LLC189$13.2K<0.01%-55113F-HRTimeline
North Star Investment Management Corp.169$11.8K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.161$11.3K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC156$10.9K0.01%new13F-HRTimeline
Cardinal Strategic Wealth Guidance154$10.8K<0.01%new13F-HRTimeline
ORG Partners LLC146$10.6K<0.01%-413F-HRTimeline
Crewe Advisors LLC149$10.4K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO147$10.3K0.01%013F-HRTimeline
Continuum Advisory, LLC131$9.17K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS126$8.84K<0.01%013F-HRTimeline
Park Square Financial Group, LLC115$8.05K0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC106$7.42K<0.01%013F-HRTimeline
Ransom Advisory, Ltd105$7.35K<0.01%013F-HRTimeline
GODSEY & GIBB, INC100$7K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.100$7K<0.01%013F-HRTimeline
Bogart Wealth, LLC76$5.32K<0.01%013F-HRTimeline
Key Financial Inc64$4.48K<0.01%013F-HRTimeline
Signature Resources Capital Management,…60$4.19K<0.01%013F-HRTimeline
Bangor Savings Bank58$4.06K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.58$4.03K<0.01%13F-HRTimeline
Caldwell Trust Co53$3.71K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.53$3.7K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.45$3.15K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC41$2.87K<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.32$2.24K<0.01%13F-HRTimeline
Rosenberg Matthew Hamilton30$2.1K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC24$1.68K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC20$1.34K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC18$1.29K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC16$1.12K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC15$1.05K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11$770<0.01%-16,54513F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC8$560<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.6$4300.04%-6,00813F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP6$397<0.01%-1113F-HRTimeline
Safe Harbor Fiduciary, LLC2$140<0.01%013F-HRTimeline