Holistic Planning LLC Lowers Position in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV)

Holistic Planning LLC cut its position in shares of Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV) by 35.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,985 shares of the company’s stock after selling 8,387 shares during the quarter. Holistic Planning LLC’s holdings in Invesco S&P 500 Low Volatility ETF were worth $1,075,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in SPLV. Thurston Springer Miller Herd & Titak Inc. bought a new position in shares of Invesco S&P 500 Low Volatility ETF during the second quarter valued at approximately $48,000. Triad Wealth Partners LLC bought a new position in Invesco S&P 500 Low Volatility ETF during the 2nd quarter valued at approximately $50,000. Ulland Investment Advisors LLC purchased a new position in Invesco S&P 500 Low Volatility ETF during the third quarter valued at $50,000. Massmutual Trust Co. FSB ADV bought a new stake in Invesco S&P 500 Low Volatility ETF in the third quarter worth $61,000. Finally, Private Ocean LLC purchased a new stake in shares of Invesco S&P 500 Low Volatility ETF in the second quarter worth $65,000.

Invesco S&P 500 Low Volatility ETF Price Performance

SPLV opened at $73.15 on Friday. The firm has a market cap of $7.91 billion, a PE ratio of 23.07 and a beta of 0.47. The stock has a 50-day moving average price of $71.56 and a 200-day moving average price of $68.06. Invesco S&P 500 Low Volatility ETF has a 1 year low of $59.30 and a 1 year high of $73.40.

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.