Joel Greenblatt's SPLV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 15,641 shares of Invesco S&P 500 Low Volatility ETF (SPLV) worth $1.15 M, representing 0.01% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in SPLV, representing a fresh investment thesis on this company. Largest addition occurred in Q3 2025, adding 3,031 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Invesco S&P 500 Low Volatility ETF (SPLV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco S&P 500 Low Volatility ETF (SPLV) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +12,610 | New Buy | 12,610 | $72.82 |
| Q3 2025 | +3,031 | Add 24.04% | 15,641 | $73.48 |
Joel Greenblatt's Invesco S&P 500 Low Volatility ETF Investment FAQs
Joel Greenblatt first purchased Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2025, acquiring 12,610 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Invesco S&P 500 Low Volatility ETF (SPLV) for 2 quarters since Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Invesco S&P 500 Low Volatility ETF (SPLV) was in Q2 2025, adding 12,610 shares worth $918,260. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 15,641 shares of Invesco S&P 500 Low Volatility ETF (SPLV), valued at approximately $1.15 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Invesco S&P 500 Low Volatility ETF (SPLV) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Invesco S&P 500 Low Volatility ETF (SPLV) was 15,641 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.