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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,655,407$572M0.05%+842,42813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,621,505$495M0.04%-1,666,96113F-HRTimelineGroup
LPL Financial LLC3,584,663$268M0.1%+593,23813F-HRTimeline
Alaska Permanent Fund Corp2,664,644$194M2.73%-1,901,73013F-HRTimeline
FMR LLCin group FMR LLC2,003,221$150M0.01%-163,00713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,863,297$139M0.03%+104,54813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,592,513$119M0.03%+476,77913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,426,547$107M0.15%-4,01813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,411,700$105M0.02%+102,50413F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.1,283,030$95.9M0.02%-39,41313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,203,198$89.9M0.05%-48,14213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,115,712$83.4M0.03%+136,01113F-HRTimelineGroup
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO941,500$70.3M2.86%+56,30013F-HRTimeline
UBS Group AGin group UBS Group AG856,824$64M0.01%+7,86213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC805,472$60.2M0.02%-815,21513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp788,958$59M0.01%-559,85313F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC690,000$51.6M1.57%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.621,220$46.4M0.44%-31,07413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management618,922$46.2M0.66%+13,31513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.585,480$43.8M0.1%+88,11413F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT579,539$43.3M1.49%+416,91413F-HRTimeline
Merit Financial Group, LLC553,467$41.4M0.62%-1,177,68913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…544,684$40.7M0.08%+84,71113F-HRTimeline
Genworth Financial Inc467,072$34.9M9.36%+2,03013F-HRTimeline
NewSquare Capital LLC465,589$34.8M2.84%-11,76313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding438,554$32.8M-244,422Timeline
Armbruster Capital Management, Inc.435,088$32.5M6.48%+19,49913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO413,762$30.9M<0.01%+88,58413F-HRTimelineGroup
Private Advisor Group, LLC387,318$28.9M0.18%-286,17613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC372,669$27.8M0.52%+11,47613F-HRTimeline
New England Private Wealth Advisors LLC366,444$27.4M4.23%-6,28613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…325,648$24.3M0.02%+161,41313F-HRTimelineGroup
Janney Montgomery Scott LLC324,222$24.2M0.07%-11,12813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.318,511$23.8M0.42%-5,19513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cetera Investment Advisers305,873$22.9M0.04%-73,78313F-HRTimeline
Cambridge Investment Research Advisors,…304,909$22.8M0.08%+23,54213F-HRTimeline
Painted Porch Advisors LLC301,643$22.5M9.44%+11,54113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO290,051$21.7M0.03%-16,42213F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP242,836$18.1M0.02%+2,60513F-HRTimelineGroup
FineMark National Bank & Trust242,318$18.1M0.66%-2,43313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC242,001$18.1M<0.01%+227,29213F-HR/ATimelineGroup
Financial Enhancement Group LLC244,232$17.6M2.75%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC228,155$17M0.1%-7,09213F-HRTimelineGroup
Prospera Financial Services Inc227,781$17M0.39%-2,57913F-HRTimeline
Capital Investment Advisory Services, L…222,375$16.6M1.49%+8,81013F-HRTimeline
Headland Capital, LLC216,569$16.2M5.38%+212,03313F-HRTimeline
NewEdge Advisors, LLC215,689$16.1M0.1%-2,07413F-HRTimeline
Geneos Wealth Management Inc.206,567$15.4M0.23%+117,78513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.206,134$15.4M0.09%+14,04713F-HRTimeline
Vigilare Wealth Management198,518$14.8M5.92%-26,35713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments197,712$14.8M1.08%new13F-HRTimelineGroup
Ballast, Inc.196,390$14.7M4.15%+1,66413F-HRTimeline
Sowell Financial Services LLC194,705$14.5M0.66%+51,48613F-HRTimeline
Capital Advisors, Ltd. LLC188,388$14.1M1.85%-2,54413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC185,271$13.7M0.01%+14,49013F-HRTimelineGroup
Marks Wealth, LLC180,830$13.5M4.96%+172,63913F-HRTimeline
Sequoia Financial Advisors, LLC171,743$12.8M0.1%-48,49513F-HRTimeline
Banco BTG Pactual S.A.169,463$12.7M3.16%+23,87613F-HRTimeline
JFS WEALTH ADVISORS, LLC165,886$12.4M0.84%-1,08113F-HRTimeline
CWM, LLCin group CWM, LLC162,266$12.1M0.05%-9313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP160,466$12M0.02%+44,52913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP159,316$11.7M0.01%+57,88213F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP156,500$11.7M0.03%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC153,612$11.5M0.21%+121,13513F-HRTimeline
Bell Investment Advisors, Inc151,587$11.3M2.09%-56913F-HRTimeline
GeoWealth Management, LLC150,941$11.3M0.45%-1,57913F-HRTimeline
PFG Advisors146,339$10.9M0.61%+96,27613F-HRTimeline
Nilsine Partners, LLC145,551$10.9M1.19%+8,53713F-HRTimeline
Robertson Stephens Wealth Management, L…144,202$10.8M0.4%+139,96013F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…140,000$10.5M0.02%new13F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC137,508$10.3M8.42%+70,67913F-HRTimeline
O'ROURKE & COMPANY, Inc135,107$10.1M5.01%-24713F-HRTimeline
MAI Capital Management133,671$9.99M0.08%+3,04713F-HRTimeline
HighTower Advisors, LLC131,721$9.84M0.01%-11,90013F-HRTimeline
Creative Planningin group Creative Planning130,484$9.75M0.01%+19,06413F-HRTimelineGroup
Dominguez Wealth Management Solutions, …127,967$9.56M7.01%+5,62813F-HRTimeline
Fluent Financial, LLC117,181$8.76M3.82%-93713F-HRTimeline
Mariner, LLCin group Mariner, LLC117,031$8.74M0.01%+1,42413F-HRTimelineGroup
AE Wealth Management LLC113,727$8.5M0.07%+81,33513F-HRTimeline
Global Assets Advisory, LLC118,773$8.47M1.59%+83,01913F-HRTimeline
Opes Wealth Management LLC111,221$8.31M1.68%+7,15313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP109,660$8.19M0.01%+3,35513F-HRTimelineGroup
Ethos Financial Group, LLC114,955$8.05M0.77%013F-HRTimeline
Integrated Wealth Concepts LLC107,270$8.02M0.09%+82,61013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.105,553$7.89M3.05%-1,35013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC104,698$7.82M2.55%+104,69013F-HRTimeline
FSC Wealth Advisors, LLC101,100$7.55M4.96%+90,98713F-HRTimeline
HB Wealth Management, LLC101,042$7.55M0.06%-31013F-HRTimeline
Waterloo Capital, L.P.99,909$7.47M0.69%-11,48813F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…97,873$7.22M0.09%-7,53113F-HRTimelineGroup
Northstar Advisory Group, LLC95,644$7.15M4.67%new13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC95,437$7.13M3.83%-1,56913F-HRTimeline
First PREMIER Bank91,559$6.84M1.74%+45013F-HRTimeline
MML INVESTORS SERVICES, LLC90,951$6.8M0.02%+4,34313F-HRTimeline
Strategic Family Wealth Counselors, L.L…89,396$6.68M2.17%+21613F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding86,041$6.43M-3,846Timeline
Allworth Financial LP85,255$6.14M0.03%+3,92913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…76,595$5.72M0.01%-2,07313F-HRTimelineGroup
Cherry Tree Wealth Management, LLC75,710$5.66M1.36%-2,35313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA72,880$5.45M0.03%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV71,959$5.38M0.01%-13,16713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding70,171$5.24M+39,866Timeline
Graham Capital Management, L.P.70,000$5.23M0.17%new13F-HRTimeline
Curi Capital, LLC69,235$5.17M0.13%-8,21513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…69,136$5.17M0.08%-1,80113F-HRTimelineGroup
Dynasty Wealth Management, LLC69,065$5.16M0.09%-437,37513F-HRTimeline
Sovereign Investment Advisors, LLC78,036$5.14M1.79%+9,50413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…68,613$5.12M0.12%+48,80413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.67,969$5.08M0.16%-17,07613F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC67,462$5.04M0.68%-10,54713F-HRTimelineGroup
UMB Bank, n.a.67,305$5.03M0.08%-4,23513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Trek Financial, LLC66,463$4.97M0.36%-14413F-HRTimeline
Atria Wealth Solutions, Inc.66,273$4.95M0.06%-89,04613F-HRTimeline
Farther Finance Advisors, LLC65,720$4.91M0.13%+41,52213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.64,624$4.83M0.01%-8,37213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC64,552$4.82M0.17%+18,07413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC64,300$4.8M0.01%+38,50013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS63,229$4.72M0.01%+31,42013F-HRTimeline
Integrated Advisors Network LLC62,697$4.68M0.24%-4,62113F-HRTimeline
COZAD ASSET MANAGEMENT INC61,646$4.61M0.46%+1,30913F-HRTimeline
Reyes Financial Architecture, Inc.61,297$4.58M3.37%new13F-HRTimeline
PFG Investments, LLC60,121$4.49M0.29%-1,09013F-HRTimeline
Burns Matteson Capital Management, LLC59,704$4.46M2.4%-3,29513F-HRTimeline
Steward Partners Investment Advisory, L…59,157$4.42M0.04%+1,72513F-HRTimeline
Pacific Center for Financial Services57,406$4.29M1.14%-9,55913F-HRTimeline
G&S Capital LLC57,396$4.29M1.82%+3,22913F-HRTimeline
Advisor Resource Council62,255$4.29M0.35%new13F-HRTimeline
Fortis Group Advisors, LLC57,368$4.29M0.83%-24,79113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC61,059$4.27M0.1%013F-HRTimelineGroup
Klingman & Associates, LLC57,181$4.27M0.26%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.56,826$4.25M2.96%-5,50413F-HRTimeline
Focus Financial Network, Inc.53,616$4.01M0.16%-1,21913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…53,598$4M0.41%-2,28413F-HRTimelineGroup
Ausdal Financial Partners, Inc.52,787$3.94M0.3%+1613F-HRTimeline
Runnymede Capital Advisors, Inc.52,195$3.9M3.74%+40,61713F-HRTimeline
Ellis Investment Partners, LLC52,173$3.9M0.81%-2,93513F-HRTimeline
Sanctuary Advisors, LLC50,495$3.77M0.03%-58113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS49,712$3.71M<0.01%+49,51413F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC49,605$3.71M0.03%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC49,530$3.7M0.19%+20313F-HRTimeline
GTS SECURITIES LLC49,131$3.67M0.16%+8,80813F-HRTimeline
Convergence Financial, LLC48,974$3.66M0.72%new13F-HRTimeline
Northwest & Ethical Investments L.P.48,247$3.6M0.1%+43,04313F-HRTimeline
OPTIMA CAPITAL LLC48,082$3.59M2.29%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.47,147$3.52M0.05%-1,60513F-HRTimelineGroup
Amundiin group Amundi47,400$3.51M<0.01%new13F-HRTimelineGroup
Milestone Investment Advisors LLC46,778$3.5M0.97%-30613F-HRTimeline
Johnson & White Wealth Management, LLC45,894$3.43M1.92%-13613F-HRTimeline
Clear Creek Financial Management, LLC45,774$3.42M0.35%+4,04513F-HRTimeline
Creekmur Asset Management LLC45,332$3.39M0.71%-66513F-HRTimeline
Arkadios Wealth Advisors45,257$3.38M0.13%+29,89513F-HRTimeline
SCOTIA CAPITAL INC.45,253$3.38M0.02%-5,26913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …45,199$3.38M0.05%+4,51113F-HRTimelineGroup
IFG Advisory, LLC43,914$3.28M0.18%+9,75413F-HRTimeline
MGO ONE SEVEN LLC43,862$3.28M0.13%+2,26313F-HRTimeline
Western Wealth Management, LLC42,748$3.19M0.21%+2,68513F-HRTimeline
Waverly Advisors, LLC42,570$3.18M0.04%-93313F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC41,340$3.09M2.07%+27713F-HRTimeline
Park Edge Advisors, LLC40,972$3.06M0.85%-7,44613F-HRTimeline
First Horizon Advisors, Inc.40,956$3.06M0.09%-15013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,630$3.04M<0.01%-88,62813F-HRTimelineGroup
TruWealth Advisors, LLC40,072$2.99M0.18%+2,38513F-HRTimeline
Corundum Group, Inc.39,780$2.97M1.43%-21,37513F-HRTimeline
WCG Wealth Advisors LLC37,438$2.8M0.21%-2,03513F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC37,368$2.79M0.01%-1,13513F-HRTimelineGroup
John W. Brooker & Co., CPAs37,120$2.77M1.15%-32413F-HRTimeline
Tradition Wealth Management, LLC36,891$2.76M0.24%-26913F-HRTimeline
Schaeffer Financial LLC36,206$2.71M2.99%-38313F-HRTimeline
High Net Worth Advisory Group LLC35,602$2.66M0.75%+8213F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC34,887$2.61M0.26%-67113F-HRTimeline
Avant Capital LLC34,677$2.59M2.15%+53313F-HRTimeline
Syntegra Private Wealth Group, LLC34,399$2.57M0.3%-2,91213F-HRTimeline
World Investment Advisors34,372$2.57M0.07%+24,62813F-HRTimeline
Prosperity Consulting Group, LLC34,276$2.56M0.2%+40513F-HRTimeline
EP Wealth Advisors, LLC33,151$2.48M0.02%+13213F-HRTimeline
WT Wealth Management33,025$2.47M0.8%+2,68513F-HRTimeline
WealthBridge Capital Management, LLC32,920$2.46M0.7%-6213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT32,767$2.45M0.3%+313F-HRTimeline
Weaver Capital Management LLC32,557$2.43M0.65%+1813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC32,258$2.41M<0.01%+16,44313F-HRTimelineGroup
Cumberland Partners Ltdin group Cumberland Partners Ltd32,175$2.4M0.19%new13F-HRTimelineGroup
Northwest Capital Management Inc31,765$2.37M0.98%-10,13413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding31,303$2.34M+14,028Timeline
Qube Research & Technologies Ltd31,012$2.32M<0.01%-63,72813F-HRTimeline
Investors Research Corp30,571$2.28M0.49%-19813F-HRTimeline
Parallel Advisors, LLC30,542$2.28M0.05%-1,33113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/30,268$2.26M<0.01%-105,87713F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.30,200$2.26M0.01%-20013F-HRTimelineGroup
Verdence Capital Advisors LLC30,152$2.25M0.17%-13313F-HRTimeline
Adero Partners, LLC29,808$2.23M0.15%-3,21313F-HRTimeline
Tennessee Valley Asset Management Partn…29,681$2.22M0.36%+26,09413F-HRTimeline
LMCG INVESTMENTS, LLC29,469$2.2M0.15%+9,39213F-HRTimeline
Clear Harbor Asset Management, LLC29,254$2.19M0.17%+3,65713F-HRTimeline
XML Financial, LLC28,944$2.16M0.2%-52713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding28,891$2.16M-19Timeline
NAPA WEALTH MANAGEMENT28,603$2.14M1.2%new13F-HRTimeline
Ridgewood Investments LLC28,570$2.13M1%+1413F-HRTimeline
Wealthspire Retirement, LLC27,984$2.09M0.17%-2,47013F-HRTimeline
&PARTNERS28,116$2.06M0.02%-2,15813F-HRTimeline
Financial Advocates Investment Manageme…27,507$2.06M0.14%-2,44513F-HRTimeline