Top 3 Industries:

1. Utilities
2. Healthcare
3. Consumer Goods

Top 3 Markets and their Percentage Shares:

1. USA: approx. 95%
2. Canada: approx. 2%
3. Europe: approx. 1%

The Invesco S&P 500 Low Volatility ETF (SPLV) focuses on US companies with low volatility. Revenues mainly come from stable industries such as utilities, healthcare, and consumer goods, which are traditionally less susceptible to market fluctuations.

The ETF is heavily focused on the US market, as reflected in a high percentage share of about 95%. Canada and Europe contribute only marginally to the revenues, highlighting the clear orientation towards the domestic market.

Invesco S&P 500 Low Volatility ETF (ARCA:SPLV) is an exchange-traded fund (ETF) and not a company that manufactures physical products.

As an ETF, SPLV aims to replicate the performance of the S&P 500 Low Volatility Index. The fund invests in a portfolio of stocks included in the index, providing investors with the opportunity to invest in a diversified selection of US companies with low volatility.

Since SPLV does not produce physical products, there are no production facilities or processes associated with this ETF.

Strategy for Future Growth:

The Invesco S&P 500 Low Volatility ETF (SPLV) pursues an investment strategy aimed at minimizing volatility by investing in the 100 least volatile stocks of the S&P 500. This strategy is particularly attractive to investors seeking stability in volatile market phases.

For future growth, the ETF plans to strengthen its position through the following measures:

1. Expansion of the Investment Universe: SPLV could consider refining its selection criteria to achieve broader diversification within the S&P 500 without jeopardizing the main goal of volatility minimization.

2. Increased Transparency and Education: Invesco could focus more on educating investors about the benefits of low-volatility strategies to increase interest and confidence in the ETF.

3. Technological Integration: By utilizing advanced analytical tools and algorithms, SPLV could further optimize its selection processes to improve performance and increase efficiency.

These strategic approaches are intended to promote the growth of the ETF and enhance its appeal to risk-averse investors.

Current data on commodity imports: Not specifically available for SPLV (2025)

The Invesco S&P 500 Low Volatility ETF (SPLV) is an exchange-traded fund that invests in stocks of companies with low volatility included in the S&P 500 Index. Since SPLV is an ETF that invests in stocks, it does not import any commodities or materials itself.

However, the companies in which SPLV invests may import commodities. This information would be specific to each company in the ETF and would vary depending on the industry and the company's headquarters. Typical commodities could include oil, gas, metals, or agricultural products imported from various countries worldwide.

For detailed information, the annual reports of the individual companies in the ETF would need to be analyzed to identify their specific commodity imports and countries of origin.

Assets Under Management (AUM): $9.5 billion (estimated for 2025 based on growth rates)

Expense Ratio: 0.25% (As of 2023)

The Invesco S&P 500 Low Volatility ETF (SPLV) offers a competitive advantage through its specialized investment strategy that aims to minimize volatility. This particularly appeals to risk-averse investors who want to invest in the S&P 500 but also reduce fluctuations.

Another advantage is the relatively low expense ratio of 0.25%, which is competitive compared to other actively managed funds. This allows investors to take advantage of a cost-effective way to invest in a diversified portfolio of US stocks.

In addition, the ETF benefits from Invesco's strong brand presence and wide distribution reach, which strengthens investor confidence and supports capital inflows. The continuous demand for low-risk investment strategies could further solidify the competitive advantage of SPLV.

Institutional Investor Share: approximately 75% (estimated for 2025)

Insider Buys/Sells: No significant insider transactions known (2025)

The Invesco S&P 500 Low Volatility ETF (SPLV) is a popular ETF among institutional investors due to its strategy of investing in low volatility stocks. The institutional investor share typically ranges from about 70-80%, indicating the interest of pension funds, insurance companies, and other large institutional investors seeking stability and lower fluctuations in their portfolios.

Insider transactions are less relevant for ETFs like SPLV, as they typically do not represent direct company shares but rather a basket of stocks. Therefore, there are no typical insider buys or sells as one would observe with individual stocks.

Market share of SPLV: Estimate: 5% (2025)

Main competitors and their market share:

1. iShares MSCI USA Min Vol Factor ETF (USMV): 7%
2. Vanguard S&P 500 ETF (VOO): 6%
3. SPDR S&P 500 ETF Trust (SPY): 6%
4. iShares Core S&P 500 ETF (IVV): 5.5%
5. Vanguard Total Stock Market ETF (VTI): 5%

The Invesco S&P 500 Low Volatility ETF (SPLV) holds a market share of approximately 5% in the realm of ETFs based on the S&P 500, particularly focusing on low volatility. The largest competitor in this segment is the iShares MSCI USA Min Vol Factor ETF (USMV), which holds a market share of 7%.

SPLV's "moat" lies in its specific strategy targeting low volatility, which is attractive to risk-averse investors. This sets SPLV apart from general S&P 500 ETFs that do not pursue a specific volatility strategy. However, the moat compared to competitors is not significant, as other ETFs like USMV also follow a similar strategy and sometimes have a higher market share.

Overall, competition in this sector is intense, and SPLV does not have a clear, significant advantage over its competitors. The choice of ETF often depends on investors' specific investment goals and risk tolerance.

Fund Size: approximately 10 billion USD (2023)
Annual Return (3 years): 8.5% (until 2023)
Volatility: Lower than the S&P 500 Index (2023)

The Invesco S&P 500 Low Volatility ETF (SPLV) is designed to provide investors with lower volatility compared to the broader market. The fund invests in the 100 least volatile stocks of the S&P 500 Index, making it particularly attractive to risk-averse investors.

Over the past three years, the fund has achieved an average annual return of 8.5%, indicating a stable performance. This stability is especially advantageous in volatile market phases, as the fund tends to fluctuate less than the overall market.

Additionally, the SPLV offers diversification across various sectors, further minimizing risk. Given the current market conditions and ongoing uncertainties, the SPLV could be a good investment for investors seeking a defensive strategy.

Dividend Yield: 2.5% (estimated for 2025)

The Invesco S&P 500 Low Volatility ETF (SPLV) regularly pays a dividend. The dividend yield typically ranges from 2% to 3%, with distributions made quarterly. This dividend policy is relatively reliable as the ETF invests in companies that have historically stable and predictable earnings.

The reliability of the payout is supported by the underlying strategy of the ETF, which focuses on stocks with low volatility. These companies tend to operate in economically stable sectors, further promoting dividend stability.

However, it is important to consider the current market conditions and the performance of the underlying companies, as these factors can influence future distributions.