Who owns SPLV?
Invesco S&P 500 Low Volatility ETF · Invesco
757 institutions reported holding SPLV, worth $4.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPLV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $521.8M | 6,966,141 | +823,489 shares |
| Morgan Stanley | New York, NY | $370.3M | 4,943,390 | +72,068 shares |
| LPL Financial LLC | Fort Mill, SC | $286.7M | 3,827,985 | +797,414 shares |
| FMR LLC | Boston, MA | $163.8M | 2,186,519 | −173,639 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $137.8M | 1,839,172 | +355,125 shares |
| Two Sigma Investments, LP | New York, NY | $115.1M | 1,536,900 | −2,619,700 shares |
| Wells Fargo & Company | San Francisco, CA | $104.6M | 1,396,456 | −280,393 shares |
| Picton Mahoney Asset Management | Toronto, Ontario, Canada | $93.9M | 1,254,188 | +302,576 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $92.9M | 1,240,133 | −554,589 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $84.0M | 1,121,670 | +184,011 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SPLV?
757 institutional managers reported holding SPLV in Form 13F filings for June 30, 2026, worth $4.3B in total. The largest reported position was held by Bank of America Corp., at $521.8M.
Did institutions buy or sell SPLV last quarter?
Reported 13F value rose 2.1% from March 31, 2026, which includes price moves as well as buying and selling. 72 firms reported a new position and 49 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SPLV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.