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Invesco S&P 500 Low Volatility ETF

671 hedge funds and large institutions have $5.36B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 255 increasing their positions, 207 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 57

23% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 207

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1% more funds holding

Funds holding: 662671 (+9)

1% more capital invested

Capital invested by funds: $5.3B → $5.36B (+$68.2M)

0.51% more ownership

Funds ownership: 55.75%56.26% (+0.51%)

66% less call options, than puts

Call options by funds: $6.49M | Put options by funds: $19M

Holders
671
Holders Change
+9
Holders Change %
+1.36%
% of All Funds
11.3%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.66%
New
73
Increased
255
Reduced
207
Closed
57
Calls
$6.49M
Puts
$19M
Net Calls
-$12.5M
Net Calls Change
+$4.88M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
226
Security Financial Services
Indiana
$1.83M +$1.91M +29,483 New
BFA
227
Beaumont Financial Advisors
Massachusetts
$1.8M +$1.87M +28,988 New
MI
228
Moneywise Inc
Virginia
$1.79M -$57.4K -888 -3%
RAM
229
Riggs Asset Management
Pennsylvania
$1.78M +$1.84M +28,511 +19,264%
SF
230
Synovus Financial
Georgia
$1.78M +$1.4M +21,701 +314%
MWM
231
MorganRosel Wealth Management
Colorado
$1.76M -$183K -2,824 -9%
SHFA
232
SC&H Financial Advisors
Maryland
$1.72M +$102K +1,570 +6%
US Bancorp
233
US Bancorp
Minnesota
$1.69M +$19.8K +306 +1%
UCFA
234
United Capital Financial Advisors
Texas
$1.69M +$13.6K +210 +0.8%
HA
235
Harfst & Associates
Wyoming
$1.68M -$46.2K -715 -3%
TP
236
Tranquility Partners
Tennessee
$1.67M +$214K +3,306 +14%
SPI
237
Santori & Peters Inc
Pennsylvania
$1.66M -$29.9K -463 -2%
SWM
238
SeaCrest Wealth Management
New York
$1.65M +$374K +5,786 +28%
ACM
239
AlphaStar Capital Management
North Carolina
$1.63M -$12.9K -199 -0.7%
SOS
240
Silver Oak Securities
Tennessee
$1.62M +$1.69M +26,143 New
DADC
241
D.A. Davidson & Co
Montana
$1.6M -$1.1K -17 -0.1%
CP
242
Camelot Portfolios
Ohio
$1.59M -$125K -1,940 -7%
ACK
243
Andrew C. Karlinski
$1.53M +$1.23M +18,962 +327%
AA
244
Advisory Alpha
Michigan
$1.51M -$419K -6,476 -21%
PP
245
Paloma Partners
Connecticut
$1.51M -$2.14M -33,145 -58%
GIA
246
Gladstone Institutional Advisory
Florida
$1.5M +$1.33M +20,629 +567%
OMC
247
Old Mission Capital
Illinois
$1.5M +$1.57M +24,263 New
IFG
248
Independent Financial Group
California
$1.47M +$159K +2,466 +12%
CAG
249
Crestwood Advisors Group
Massachusetts
$1.47M -$41.2K -637 -3%
CWM
250
Centric Wealth Management
Illinois
$1.46M +$14.8K +229 +1%

SPLV Hedge Fund Activity: Q2 2022 in Review

671 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2022, worth a combined $5.36B — up 1.3% from $5.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPLV positions and 57 closed out — a net gain of 16 holders — while 255 added to existing stakes and 207 trimmed.

The largest buyer was Dow Chemical Company, opening a new position worth an estimated $259M. The largest seller was Bank of America, cutting an estimated $206M.

  • 671 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2022, up from 662 in Q1 2022.
  • Funds reported $5.36B of Invesco S&P 500 Low Volatility ETF stock for Q2 2022, up 1.3% quarter-over-quarter.
  • 73 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2022 and 57 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2022 was Dow Chemical Company, an estimated $259M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2022 was Bank of America, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2022.