SPLV INVESCO EXCH TRADED FD TR II

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.

Holder	Shares	Value	% of portfolio	Change	Source
Lodestone Wealth Management LLC	3,154	$236K	0.13%	+34	13F-HR Timeline
Basepoint Wealth LLC	3,151	$235K	0.18%	+3	13F-HR Timeline
Smartleaf Asset Management LLC	3,156	$233K	0.02%	+256	13F-HR Timeline
Wellspring Financial Advisors, LLC	3,091	$231K	0.03%	-6,801	13F-HR Timeline
SPINNAKER TRUST	3,076	$230K	0.02%	0	13F-HR Timeline
Transce3nd, LLC	3,075	$230K	0.1%	-87	13F-HR Timeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC	3,059	$229K	0.11%	+2	13F-HR Timeline Group
Cyndeo Wealth Partners, LLC	3,022	$226K	0.01%	+13	13F-HR Timeline
Apriem Advisors	3,000	$224K	0.03%	-18	13F-HR Timeline
Stonegate Investment Group, LLC	3,000	$224K	0.01%	0	13F-HR Timeline
Balboa Wealth Partners	3,000	$224K	0.05%	0	13F-HR Timeline
First Financial Bankshares Inc	2,982	$223K	<0.01%	0	13F-HR Timeline
APPLETON PARTNERS INC/MA	2,933	$219K	0.02%	-385	13F-HR Timeline
Pineridge Advisors LLC	2,927	$219K	0.09%	+68	13F-HR Timeline
WealthTrust Asset Management, LLC	2,923	$218K	0.16%	0	13F-HR Timeline
Savant Capital, LLCin group Savant Capital, LLC	2,915	$218K	<0.01%	-1,074	13F-HR/A Timeline Group
CX Institutional	2,902	$217K	0.01%	new	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	2,883	$215K	0.01%	+91	13F-HR Timeline Group
Ullmann Wealth Partners Group, LLC	2,873	$215K	0.03%	0	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	2,844	$213K	0.01%	new	13F-HR Timeline
49 WEALTH MANAGEMENT, LLC	2,834	$212K	0.03%	-2,465	13F-HR Timeline
GAMMA Investing LLC	2,832	$212K	0.02%	+225	13F-HR/A Timeline
Gradient Investments LLCin group Gradient Investments LLC	2,828	$211K	<0.01%	-1,196	13F-HR Timeline Group
Moors & Cabot, Inc.	2,812	$210K	0.01%	new	13F-HR Timeline
Realta Investment Advisors	2,799	$209K	0.1%	-89	13F-HR Timeline
Safeguard Investment Advisory Group, LLC	2,795	$209K	0.06%	new	13F-HR Timeline
Sound Income Strategies, LLC	2,778	$208K	0.01%	+2,589	13F-HR Timeline
Disciplined Investments, LLC	2,768	$207K	0.09%	new	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	2,762	$206K	0.01%	new	13F-HR Timeline
Traction Financial Partners, LLC	2,761	$206K	0.16%	new	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	2,757	$206K	<0.01%	-204	13F-HR Timeline
Latitude Advisors, LLC	2,744	$205K	0.12%	new	13F-HR Timeline
Modern Wealth Management, LLC	2,735	$204K	0.01%	new	13F-HR/A Timeline
Higgins & Schmidt Wealth Strategies LLC	2,726	$204K	0.12%	new	13F-HR Timeline
Sheaff Brock Investment Advisors, LLC	2,724	$204K	0.02%	new	13F-HR Timeline
Conrad Siegel Investment Advisors, Inc.	2,713	$203K	0.05%	new	13F-HR Timeline
Richwood Investment Advisors, LLC	2,694	$201K	0.17%	new	13F-HR Timeline
SWS Partners	2,685	$201K	0.07%	new	13F-HR/A Timeline
Heritage Financial Services, LLC	2,684	$201K	0.02%	new	13F-HR Timeline
JPL Wealth Management, LLC	2,680	$200K	0.06%	new	13F-HR/A Timeline
Larson Financial Group LLC	2,575	$192K	0.01%	+2,138	13F-HR Timeline
Global Trust Asset Management, LLC	2,521	$188K	0.11%	+100	13F-HR Timeline
Blue Trust, Inc.	2,389	$179K	<0.01%	0	13F-HR Timeline
AdvisorNet Financial, Inc	2,273	$170K	0.01%	+1,264	13F-HR Timeline
WealthShield Partners, LLC	2,218	$166K	0.02%	-280	13F-HR Timeline
Archer Investment Corp	2,203	$165K	0.04%	0	13F-HR Timeline
Glassman Wealth Services	2,181	$163K	0.03%	0	13F-HR Timeline
Darwin Wealth Management, LLC	2,293	$161K	0.05%	0	13F-HR Timeline
Provident Wealth Management, LLC	2,106	$157K	0.05%	0	13F-HR Timeline
CVA Family Office, LLC	2,106	$157K	0.02%	+9	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	2,038	$152K	<0.01%	+454	13F-HR Timeline Group
ASSETMARK, INCin group ASSETMARK, INC	2,038	$152K	<0.01%	+134	13F-HR Timeline Group
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	2,012	$150K	0.01%	0	13F-HR Timeline Group
Main Street Group, LTD	1,999	$149K	0.06%	+25	13F-HR Timeline
Front Row Advisors LLC	1,897	$142K	0.05%	0	13F-HR Timeline
Golden State Wealth Management, LLC	1,873	$140K	0.02%	-4,398	13F-HR/A Timeline
NVWM, LLC	1,873	$140K	0.04%	0	13F-HR Timeline
Provenance Wealth Advisors, LLC	1,826	$136K	0.02%	0	13F-HR Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1,807	$135K	<0.01%	+1,348	13F-HR Timeline
Smithfield Trust Co	1,778	$133K	0.01%	0	13F-HR Timeline
Plante Moran Financial Advisors, LLC	1,720	$129K	0.01%	-662	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	1,700	$127K	0.02%	0	13F-HR Timeline
Hughes Financial Services, LLC	1,624	$121K	0.02%	new	13F-HR Timeline
Founders Capital Management	1,590	$119K	0.08%	0	13F-HR Timeline
CLEAR INVESTMENT RESEARCH, LLC	1,567	$117K	0.16%	0	13F-HR Timeline
Salomon & Ludwin, LLC	1,547	$116K	0.01%	+155	13F-HR Timeline
Bristlecone Advisors, LLC	1,529	$114K	0.01%	0	13F-HR Timeline
Olde Wealth Management, LLC	1,433	$107K	0.04%	new	13F-HR Timeline
JNBA Financial Advisors	1,381	$103K	0.01%	+199	13F-HR Timeline
CoreCap Advisors, LLC	1,313	$98.1K	<0.01%	-1,564	13F-HR Timeline
Arax Advisory Partners	1,237	$92.4K	0.01%	+5	13F-HR Timeline
Roble, Belko & Company, Inc	1,230	$92K	0.01%	0	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	1,213	$90.6K	0.02%	0	13F-HR Timeline
Nalls Sherbakoff Group, LLC	1,205	$90K	0.07%		13F-HR Timeline
United Community Bankin group United Community Bank	1,020	$76.2K	0.03%	0	13F-HR Timeline Group
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	1,000	$74.7K	<0.01%		13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	988	$73.8K	<0.01%	0	13F-HR Timeline Group
Tidemark, LLC	976	$72.9K	0.03%	+2	13F-HR Timeline
Glen Eagle Advisors, LLC	959	$71.7K	0.01%	-877	13F-HR Timeline
HM PAYSON & CO	959	$71.7K	<0.01%	0	13F-HR Timeline
WPG Advisers, LLC	899	$67.2K	0.06%	-189	13F-HR Timeline
Fourth Dimension Wealth, LLC	854	$63.8K	0.03%	0	13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	850	$63.5K	0.04%	0	13F-HR Timeline
SIGNATUREFD, LLC	796	$59.5K	<0.01%	+1	13F-HR Timeline
Costello Asset Management, INC	788	$58.8K	0.02%	new	13F-HR Timeline
Glass Jacobson Investment Advisors llc	813	$56.9K	0.02%	0	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	739	$55.2K	0.01%	0	13F-HR Timeline
Stephens Consulting, LLC	736	$55K	0.01%	0	13F-HR Timeline
Avondale Wealth Management	724	$54.1K	0.03%	0	13F-HR Timeline
IMG Wealth Management, Inc.	723	$54K	0.05%	0	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	713	$53.3K	<0.01%	0	13F-HR Timeline
McIlrath & Eck, LLC	670	$50.1K	0.01%	-213	13F-HR Timeline
Wagner Wealth Management, LLC	653	$48.8K	0.01%	+14	13F-HR Timeline
Pandora Wealth, Inc.	649	$48.5K	0.03%		13F-HR Timeline
Roxbury Financial LLC	635	$47.3K	0.05%	+1	13F-HR Timeline
TSFG, LLC	625	$47K	0.01%	0	13F-HR Timeline
Friedenthal Financial	543	$40.6K	0.02%	-4	13F-HR Timeline
Millstone Evans Group, LLC	534	$39.9K	0.03%	new	13F-HR Timeline
Solstein Capital, LLC	524	$39.2K	0.02%	0	13F-HR Timeline
Heck Capital Advisors, LLC	496	$37.1K	<0.01%	0	13F-HR Timeline
Wilmington Savings Fund Society, FSB	450	$33.6K	<0.01%	0	13F-HR Timeline
HHM Wealth Advisors, LLC	444	$33.2K	<0.01%	0	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	410	$30.6K	0.01%	0	13F-HR/A Timeline
BARRETT & COMPANY, INC.	400	$29.9K	0.01%	0	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	400	$29.9K	0.01%	new	13F-HR Timeline Group
TruNorth Capital Management, LLC	367	$27.4K	0.01%	0	13F-HR Timeline
Cornerstone Planning Group LLC	378	$27.2K	0.01%	0	13F-HR Timeline
IAG Wealth Partners, LLC	350	$26.2K	<0.01%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	350	$26.2K	0.02%	new	13F-HR Timeline
NFSG Corp	331	$24.7K	0.01%	+2	13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	325	$24K	0.01%	+1	13F-HR Timeline
Goodman Advisory Group, LLC	300	$22.4K	0.01%	new	13F-HR/A Timeline
Lord & Richards Wealth Management, LLC	300	$22.4K	0.03%	new	13F-HR Timeline
Graney & King, LLC	290	$21.7K	0.02%	0	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	285	$21.3K	0.02%	+253	13F-HR Timeline
Westside Investment Management, Inc.	279	$20.8K	<0.01%	0	13F-HR Timeline
Compass Financial Services Inc	240	$17.9K	0.01%	+1	13F-HR Timeline
Missouri Trust & Investment Co	239	$17.9K	0.01%	0	13F-HR Timeline
AlphaCore Capital LLC	230	$17.2K	<0.01%	new	13F-HR Timeline
Bernard Wealth Management Corp.	210	$15.7K	0.01%	0	13F-HR Timeline
10Elms LLP	209	$15.6K	0.02%	0	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	206	$15.4K	0.01%	0	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	203	$15.2K	<0.01%	0	13F-HR Timeline
Ulland Investment Advisors, LLC	200	$15K	0.01%	-700	13F-HR Timeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…	196	$14.6K	<0.01%	-32	13F-HR Timeline Group
Wealth Preservation Advisors, LLC	185	$13.8K	0.01%		13F-HR Timeline
North Star Investment Management Corp.	169	$12.6K	<0.01%	0	13F-HR Timeline
Cape Investment Advisory, Inc.	161	$12K	<0.01%	0	13F-HR Timeline
Frazier Financial Advisors, LLC	156	$11.6K	0.01%	0	13F-HR Timeline
Cardinal Strategic Wealth Guidance	154	$11.5K	<0.01%	0	13F-HR Timeline
Crewe Advisors LLC	149	$11.1K	<0.01%	0	13F-HR Timeline
CHELSEA COUNSEL CO	147	$11K	0.01%	0	13F-HR Timeline
Tradewinds Capital Management, LLC	145	$10.8K	<0.01%	-90	13F-HR Timeline
MCF Advisors LLC	140	$10.5K	<0.01%	-775	13F-HR Timeline
Continuum Advisory, LLC	131	$9.79K	<0.01%	0	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	127	$9.48K	<0.01%	+1	13F-HR Timeline
Citizens National Bank Trust Department	125	$9.34K	<0.01%	new	13F-HR Timeline
Colonial Trust Advisorsin group Colonial Trust Advisors	121	$9.04K	<0.01%	-121	13F-HR Timeline Group
GRAYBILL WEALTH MANAGEMENT, LTD.	120	$8.97K	<0.01%		13F-HR Timeline
Park Square Financial Group, LLC	115	$8.59K	0.01%	0	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	106	$7.92K	<0.01%	0	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	100	$7.47K	<0.01%	0	13F-HR Timeline
Garde Capital, Inc.	97	$7.25K	<0.01%	new	13F-HR Timeline
Brooklyn Investment Group	91	$6.8K	<0.01%	new	13F-HR Timeline
North Capital, Inc.	80	$5.98K	0.01%		13F-HR Timeline
Bogart Wealth, LLC	76	$5.68K	<0.01%	0	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	73	$5.46K	<0.01%	+58	13F-HR Timeline
Key Financial Inc	64	$4.78K	<0.01%	0	13F-HR Timeline
Signature Resources Capital Management,…	60	$4.48K	<0.01%	0	13F-HR Timeline
Bangor Savings Bank	58	$4.33K	<0.01%	0	13F-HR Timeline
Vermillion Wealth Management, Inc.	58	$4.32K	<0.01%	0	13F-HR Timeline
Caldwell Trust Co	53	$3.96K	<0.01%	0	13F-HR Timeline
Washington Trust Advisors, Inc.	51	$3.81K	<0.01%	+6	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	48	$3.59K	<0.01%	new	13F-HR Timeline
Aventura Private Wealth, LLC	41	$3.06K	<0.01%	0	13F-HR Timeline
Princeton Global Asset Management LLC	24	$1.79K	<0.01%	0	13F-HR Timeline
Clearstead Advisors, LLC	18	$1.35K	<0.01%	new	13F-HR Timeline
CAROLINAS WEALTH CONSULTING LLC	18	$1.32K	<0.01%	-2	13F-HR Timeline
Spectrum Wealth Counsel, LLC	15	$1.12K	<0.01%	new	13F-HR Timeline
Rosenberg Matthew Hamilton	6	$448	<0.01%	-24	13F-HR Timeline
Safe Harbor Fiduciary, LLC	2	$149	<0.01%	0	13F-HR Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0		-5,082	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.