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Invesco S&P 500 Low Volatility ETF

684 hedge funds and large institutions have $5.51B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 244 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $1.45M

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

2% more funds holding

Funds holding: 671684 (+13)

3% more capital invested

Capital invested by funds: $5.36B → $5.51B (+$143M)

1% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 242

0.65% more ownership

Funds ownership: 56.26%56.91% (+0.65%)

Holders
684
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.78%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
0.84%
New
54
Increased
244
Reduced
242
Closed
38
Calls
$3.29M
Puts
$1.45M
Net Calls
+$1.84M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RI
226
Ridgewood Investments
New Jersey
$1.85M -$55.3K -874 -3%
MCM
227
Manchester Capital Management
Vermont
$1.85M
PFT
228
Providence First Trust
Arizona
$1.85M -$146K -2,309 -7%
AF
229
Allworth Financial
California
$1.83M -$103K -1,628 -5%
TLFA
230
True Link Financial Advisors
California
$1.82M
OWM
231
OneAscent Wealth Management
Alabama
$1.81M -$397K -6,281 -17%
Daiwa Securities Group
232
Daiwa Securities Group
Japan
$1.75M +$531K +8,400 +38%
JIP
233
Jaffetilchin Investment Partners
Florida
$1.73M -$248K -3,926 -12%
NWM
234
Northcape Wealth Management
New York
$1.72M -$24.7K -391 -1%
QIM
235
Quantitative Investment Management
Virginia
$1.72M +$1.88M +29,797 New
MWM
236
MorganRosel Wealth Management
Colorado
$1.67M +$30.3K +479 +2%
MI
237
Moneywise Inc
Virginia
$1.63M -$40.7K -643 -2%
BFA
238
Beaumont Financial Advisors
Massachusetts
$1.62M -$63.6K -1,006 -3%
CPFP
239
Clear Perspectives Financial Planning
Ohio
$1.61M +$1.51M +23,870 +598%
IFG
240
Independent Financial Group
California
$1.6M +$250K +3,957 +17%
TP
241
Tranquility Partners
Tennessee
$1.59M +$32.3K +511 +2%
Koshinski Asset Management
242
Koshinski Asset Management
Illinois
$1.58M -$225K -3,560 -11%
SWM
243
SeaCrest Wealth Management
New York
$1.56M +$24K +380 +1%
SHFA
244
SC&H Financial Advisors
Maryland
$1.56M -$44.9K -710 -3%
SPI
245
Santori & Peters Inc
Pennsylvania
$1.56M +$6.26K +99 +0.4%
HA
246
Harfst & Associates
Wyoming
$1.55M -$16.4K -260 -1%
M&T Bank
247
M&T Bank
New York
$1.55M -$1.48M -23,331 -47%
UCFA
248
United Capital Financial Advisors
Texas
$1.54M -$36.2K -573 -2%
JP Morgan Chase
249
JP Morgan Chase
New York
$1.5M -$14.5M -230,020 -90%
SFS
250
Security Financial Services
Indiana
$1.45M -$275K -4,349 -15%

SPLV Hedge Fund Activity: Q3 2022 in Review

684 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2022, worth a combined $5.51B — up 2.7% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPLV positions and 38 closed out — a net gain of 16 holders — while 244 added to existing stakes and 242 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $428M. The largest seller was AdvisorShares Investments, cutting an estimated $45M.

  • 684 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2022, up from 671 in Q2 2022.
  • Funds reported $5.51B of Invesco S&P 500 Low Volatility ETF stock for Q3 2022, up 2.7% quarter-over-quarter.
  • 54 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2022 and 38 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2022 was Balentine LLC, an estimated $428M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2022 was AdvisorShares Investments, an estimated $45M sold.

Based on aggregated 13F filings for Q3 2022.