BSW Wealth Partners grew its holdings in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) by 38.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,393 shares of the company’s stock after acquiring an additional 1,223 shares during the period. BSW Wealth Partners’ holdings in Invesco S&P 500 Low Volatility ETF were worth $308,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently made changes to their positions in SPLV. Clearview Wealth Advisors LLC boosted its holdings in Invesco S&P 500 Low Volatility ETF by 3.3% in the third quarter. Clearview Wealth Advisors LLC now owns 4,390 shares of the company’s stock valued at $315,000 after purchasing an additional 142 shares during the last quarter. Cornerstone Wealth Management LLC grew its holdings in Invesco S&P 500 Low Volatility ETF by 1.1% during the third quarter. Cornerstone Wealth Management LLC now owns 14,888 shares of the company’s stock worth $1,068,000 after acquiring an additional 155 shares during the period. Creekmur Asset Management LLC raised its position in Invesco S&P 500 Low Volatility ETF by 0.4% during the third quarter. Creekmur Asset Management LLC now owns 45,830 shares of the company’s stock valued at $3,287,000 after acquiring an additional 177 shares in the last quarter. Sheets Smith Wealth Management lifted its holdings in Invesco S&P 500 Low Volatility ETF by 0.5% in the fourth quarter. Sheets Smith Wealth Management now owns 32,764 shares of the company’s stock valued at $2,293,000 after acquiring an additional 178 shares during the period. Finally, Carr Financial Group Corp boosted its position in Invesco S&P 500 Low Volatility ETF by 5.6% in the 3rd quarter. Carr Financial Group Corp now owns 3,798 shares of the company’s stock worth $272,000 after purchasing an additional 200 shares in the last quarter.
Invesco S&P 500 Low Volatility ETF Price Performance
Shares of NYSEARCA SPLV opened at $70.98 on Thursday. The firm’s 50 day simple moving average is $71.41 and its 200-day simple moving average is $70.75. Invesco S&P 500 Low Volatility ETF has a 12 month low of $62.37 and a 12 month high of $75.14. The stock has a market capitalization of $7.68 billion, a price-to-earnings ratio of 23.07 and a beta of 0.47.
Invesco S&P 500 Low Volatility ETF Profile
The Invesco S&P 500 Low Volatility ETF (SPLV) is an exchange-traded fund that is based on the S&P 500 Low Volatility index. The fund tracks a volatility-weighted index of the 100 least-volatile stocks in the S&P 500. SPLV was launched on May 5, 2011 and is managed by Invesco.
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