Skip to content
Disclosery

SPLV INVESCO EXCH TRADED FD TR II

Follow

S&P500 LOW VOL (fund)

760 managers (768 13F filers) reported a position in SPLV shares at 2025-06-30, 61,977,615 shares in all. 75 filers opened a position and 78 filers sold out during the quarter.

Managers
760
13F filers
768
New
75
Added
268
Reduced
252
Sold out
78
Shares held by filers
61,977,615

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Hurley Capital, LLC3,165$230K0.16%-9013F-HRTimeline
Basepoint Wealth LLC3,162$230K0.18%+1113F-HRTimeline
D.B. Root & Company, LLC3,159$230K0.07%+313F-HRTimeline
Apriem Advisors3,155$230K0.02%+15513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,154$230K<0.01%new13F-HRTimelineGroup
Schrum Private Wealth Management LLC3,148$229K0.18%-37813F-HRTimeline
Marshall Financial Group, LLC3,144$229K0.04%-71913F-HRTimeline
Detalus Advisors, LLC3,125$228K0.07%-11013F-HRTimeline
Wellspring Financial Advisors, LLC3,106$226K0.02%+1513F-HRTimeline
Brooklyn Investment Group3,082$224K0.03%+2,99113F-HR/ATimeline
SPINNAKER TRUST3,076$224K0.01%013F-HRTimeline
Berkeley Capital Partners, LLC3,068$223K0.06%-1,85413F-HRTimeline
Independent Advisor Alliance3,065$223K0.01%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC3,048$222K<0.01%+22013F-HRTimelineGroup
Whitcomb & Hess, Inc.3,026$220K0.06%-21313F-HRTimeline
Stonegate Investment Group, LLC3,000$218K0.01%013F-HRTimeline
Balboa Wealth Partners3,000$218K0.04%013F-HRTimeline
Terril Brothers, Inc.2,999$218K0.08%new13F-HRTimeline
NOVUS ADVISORS, LLC2,984$217K0.33%-1,67713F-HRTimeline
First Financial Bankshares Inc2,982$217K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC2,925$213K0.1%-22913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,915$212K<0.01%013F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,913$212K0.01%+3013F-HRTimelineGroup
Pineridge Advisors LLC2,890$210K0.08%-3713F-HRTimeline
Prime Capital Investment Advisors, LLC2,882$210K<0.01%-1,39113F-HRTimeline
Ullmann Wealth Partners Group, LLC2,873$209K0.02%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC2,870$209K0.05%new13F-HRTimeline
GAMMA Investing LLC2,868$209K0.01%+3613F-HRTimeline
APPLETON PARTNERS INC/MA2,863$208K0.01%-7013F-HRTimeline
Safeguard Investment Advisory Group, LLC2,830$206K0.05%+3513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,820$205K0.07%-97213F-HR/ATimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,810$205K0.01%-1,00013F-HRTimelineGroup
Kaizen Financial Strategies2,775$202K0.1%-41013F-HRTimeline
Disciplined Investments, LLC2,768$202K0.09%013F-HRTimeline
Weaver Consulting Group2,762$201K0.06%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,757$201K<0.01%+71913F-HRTimelineGroup
Realta Investment Advisors2,718$198K0.08%-8113F-HRTimeline
Sound Income Strategies, LLC2,710$197K0.01%-6813F-HRTimeline
CX Institutional2,660$194K0.01%-24213F-HR/ATimeline
Larson Financial Group LLC2,577$188K0.01%+213F-HRTimeline
Arax Advisory Partners2,558$186K0.01%+1,32113F-HRTimeline
Global Trust Asset Management, LLC2,521$184K0.1%013F-HRTimeline
BOKF, NAin group BOKF, NA2,505$182K<0.01%-5,30113F-HRTimelineGroup
Blue Trust, Inc.2,389$174K<0.01%013F-HRTimeline
Archer Investment Corp2,203$160K0.04%013F-HRTimeline
Glassman Wealth Services2,181$159K0.02%013F-HRTimeline
CVA Family Office, LLC2,116$154K0.02%+1013F-HRTimeline
Provident Wealth Management, LLC2,106$153K0.05%013F-HRTimeline
Darwin Wealth Management, LLC2,018$147K0.05%-27513F-HRTimeline
NVWM, LLC2,018$147K0.04%+14513F-HRTimeline
Main Street Group, LTD2,004$146K0.05%+513F-HRTimeline
Physician Wealth Advisors, Inc.2,000$146K0.02%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,944$142K0.01%-6813F-HRTimelineGroup
Front Row Advisors LLC1,897$138K0.05%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,833$133K<0.01%-20513F-HRTimelineGroup
DAGCO, INC.1,800$131K0.04%new13F-HRTimeline
Smithfield Trust Co1,778$129K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,720$125K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,700$123K0.02%013F-HRTimeline
Hughes Financial Services, LLC1,624$119K0.02%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,570$114K0.14%+313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,526$111K<0.01%-59,53313F-HRTimelineGroup
Founders Capital Management1,465$107K0.06%-12513F-HRTimeline
Salomon & Ludwin, LLC1,419$103K0.01%-12813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,253$91.3K0.01%+4013F-HRTimeline
AdvisorNet Financial, Inc1,252$91.2K0.01%-1,02113F-HRTimeline
Roble, Belko & Company, Inc1,230$90K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,229$89.4K<0.01%new13F-HR/ATimelineGroup
CoreCap Advisors, LLC1,210$88.1K<0.01%-10313F-HRTimeline
Nalls Sherbakoff Group, LLC1,208$87.9K0.06%+313F-HRTimeline
JNBA Financial Advisors1,183$86.2K0.01%-19813F-HRTimeline
Solstein Capital, LLC1,024$74.6K0.04%+50013F-HRTimeline
United Community Bankin group United Community Bank1,020$74.3K0.03%013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,000$72.8K<0.01%013F-HRTimeline
Tidemark, LLC977$71.1K0.02%+113F-HRTimeline
Glen Eagle Advisors, LLC961$70K0.01%+213F-HRTimeline
HM PAYSON & CO959$69.8K<0.01%013F-HRTimeline
AlphaCore Capital LLC950$69.2K<0.01%+72013F-HRTimeline
WPG Advisers, LLC899$65.5K0.06%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC850$61.9K0.03%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …830$60.4K<0.01%-15813F-HRTimelineGroup
Financially Speaking Inc826$60.1K0.04%new13F-HRTimeline
Lavaca Capital LLC808$58.8K0.02%new13F-HR/ATimeline
SIGNATUREFD, LLC797$58K<0.01%+113F-HRTimeline
Costello Asset Management, INC745$54.2K0.02%-4313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN739$53.8K<0.01%013F-HRTimeline
Stephens Consulting, LLC736$53.6K0.01%013F-HRTimeline
Avondale Wealth Management724$52.7K0.03%013F-HRTimeline
IMG Wealth Management, Inc.723$52.6K0.04%013F-HRTimeline
GeoWealth Management, LLC679$49.4K<0.01%-150,26213F-HRTimeline
McIlrath & Eck, LLC670$48.8K0.01%013F-HRTimeline
Wagner Wealth Management, LLC666$48.5K0.01%+1313F-HRTimeline
Provenance Wealth Advisors, LLC662$48.2K0.01%-1,16413F-HRTimeline
Pandora Wealth, Inc.649$47.3K0.03%013F-HRTimeline
Roxbury Financial LLC637$46.4K0.05%+213F-HRTimeline
TSFG, LLC625$46K0.01%013F-HRTimeline
Aventura Private Wealth, LLC602$43.8K0.02%+56113F-HRTimeline
Fourth Dimension Wealth, LLC596$43.4K0.02%-25813F-HRTimeline
Friedenthal Financial543$39.5K0.02%013F-HRTimeline
Millstone Evans Group, LLC534$38.9K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB450$32.8K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC444$32.3K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC410$29.9K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.400$29.1K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC400$29.1K0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC378$27.6K0.01%013F-HRTimeline
TruNorth Capital Management, LLC367$26.7K0.01%013F-HRTimeline
IAG Wealth Partners, LLC350$25.5K<0.01%013F-HRTimeline
NFSG Corp332$24.2K<0.01%+113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV327$23K0.01%+213F-HRTimeline
Graney & King, LLC290$21.1K0.01%013F-HRTimeline
Westside Investment Management, Inc.279$20.3K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC256$18.6K0.01%new13F-HRTimeline
Compass Financial Services Inc241$17.6K0.01%+113F-HRTimeline
Missouri Trust & Investment Co239$17.4K0.01%013F-HRTimeline
Scarborough Advisors, LLC216$15.7K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.210$15.3K0.01%013F-HRTimeline
10Elms LLP209$15.2K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.206$15K0.01%013F-HRTimeline
Ulland Investment Advisors, LLC200$15K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.203$14.8K<0.01%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…196$14.3K<0.01%013F-HRTimelineGroup
Wealth Preservation Advisors, LLC185$13.5K0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS184$13.4K<0.01%-49,52813F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC173$12.6K<0.01%+10013F-HRTimeline
North Star Investment Management Corp.169$12.3K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC162$11.8K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.161$11.7K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC156$11.3K0.01%013F-HRTimeline
Crewe Advisors LLC149$10.9K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO147$10.7K0.01%013F-HRTimeline
MCF Advisors LLC140$10.2K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS128$9.29K<0.01%+113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners123$8.96K<0.01%new13F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors121$8.81K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC117$8.52K0.01%new13F-HRTimeline
Park Square Financial Group, LLC115$8.37K0.01%013F-HRTimeline
Legacy Investment Solutions, LLC130$8.36K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…130$8.36K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC106$7.72K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.100$7.28K<0.01%013F-HRTimeline
Garde Capital, Inc.97$7.07K<0.01%013F-HRTimeline
Bogart Wealth, LLC76$5.53K<0.01%013F-HRTimeline
Key Financial Inc64$4.66K<0.01%013F-HRTimeline
North Capital, Inc.61$4.44K<0.01%-1913F-HRTimeline
Signature Resources Capital Management,…60$4.36K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.58$4.23K<0.01%013F-HRTimeline
Bangor Savings Bank58$4.22K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.58$4.22K<0.01%-18,89713F-HRTimeline
Caldwell Trust Co53$3.86K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.53$3.71K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC48$3.5K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC24$1.75K<0.01%013F-HRTimeline
Beacon Capital Management, LLC22$1.6K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC18$1.32K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP5$339<0.01%13F-HRTimeline
Rosenberg Matthew Hamilton3$218<0.01%-313F-HRTimeline
Safe Harbor Fiduciary, LLC2$146<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$32<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.