SPLV — INVESCO S P 500 LOW VOLATILI

Ownership history in Quantbot Technologies LP  ·  8 quarters on record

This page tracks every 13F SEC filing in which Quantbot Technologies LP reported a position in INVESCO S P 500 LOW VOLATILI (SPLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2022 Q3)
Avg. % of fund
0.03%
First filed
2019 Q3
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,874 +3,476 +79.0% 0.02% $579K $72.81
2025 Q2 REDUCED 4,398 -3,546 -44.6% 0.01% $320K $71.77
2024 Q3 ADDED 7,944 +402 +5.3% 0.02% $570K $69.75
2024 Q1 ADDED 7,542 +3,739 +98.3% 0.03% $497K $63.44
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPLV price (monthly, adj. close)

Other funds also holding SPLV

As of 2025 Q4 — sorted by position size

TLS Advisors LLC 3Y 8.01% GENWORTH FINANCIAL INC 3Y 7Y 7.59% Dominguez Wealth Management Solutions, Inc. 3Y 6.76% Armbruster Capital Management, Inc. 3Y 7Y 6.05% STRATEGIC ADVISORY PARTNERS, LLC 5.21% FSC Wealth Advisors, LLC 3Y 4.49% O'ROURKE & COMPANY, Inc 3Y 3.81% SYKON CAPITAL LLC 3.81% PETRA FINANCIAL ADVISORS INC 3.35% AMERICAN FINANCIAL & TAX STRATEGIES INC 2.98%
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