International Assets Investment Management LLC Invests $540,000 in Invesco S&P 500 Low Volatility ETF

On January 11, 2025, it was reported that International Assets Investment Management LLC made a notable investment in the Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV). During the fourth quarter, the company acquired a stake worth approximately $540,000 by purchasing 7,749 shares of the ETF.

Additionally, several other large institutional investors have also recently adjusted their positions in this ETF. Citigroup Inc. significantly increased its holdings, boosting its stake by an impressive 1,481.1% during the third quarter. After adding 421,042 shares, Citigroup now owns a total of 449,469 shares, reflecting a valuation of around $32,240,000.

Other notable investors include Fortis Group Advisors LLC, which took a new position valued at about $9,759,000, and Tidal Investments LLC, which acquired shares worth approximately $8,791,000. PFG Advisors also increased its holdings by 359.8% in the same quarter, owning 152,593 shares valued at $10,946,000 after purchasing an additional 119,406 shares. Finally, Benjamin Edwards Inc. entered the fray, acquiring a stake valued at around $4,757,000.

Performance of Invesco S&P 500 Low Volatility ETF

As of the last trading session, the Invesco S&P 500 Low Volatility ETF was priced at $68.32. The ETF’s 50-day simple moving average stands at $71.88, while the 200-day moving average is at $70.21. Over the past year, the ETF has seen a low of $62.37 and a high of $75.14, and it currently holds a market capitalization of $7.39 billion. Additionally, the ETF has a price-to-earnings (PE) ratio of 23.07 and a beta of 0.47, indicating its relative stability compared to the broader market.

Overview of Invesco S&P 500 Low Volatility ETF

The Invesco S&P 500 Low Volatility ETF (SPLV) is an exchange-traded fund that aims to replicate the performance of the S&P 500 Low Volatility Index. This fund predominantly invests in the 100 least volatile stocks from the S&P 500, providing investors with a strategy focused on lower risk and potentially more stable returns. Since its inception on May 5, 2011, the ETF has been managed by Invesco, a well-regarded investment management company.

Investment, ETF, Finance