Invesco S&P 500 Low Volatility ETF
SPLV
690 hedge funds and large institutions have $5.08B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 303 reducing their positions, and 61 closing their positions.
0.63% more ownership
Funds ownership: 60.99% → 61.62% (+0.63%)
8% less call options, than puts
Call options by funds: $2.48M | Put options by funds: $2.69M
8% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 61
3% less funds holding
Funds holding: 709 → 690 (-19)
10% less capital invested
Capital invested by funds: $5.64B → $5.08B (-$564M)
21% less funds holding in top 10
Funds holding in top 10: 33 → 26 (-7)
37% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 303
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$60.1M |
| 2 |
PMAM
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
+$34.3M |
| 3 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$24.3M |
| 4 |
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
+$20.1M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$103M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$57.6M |
| 3 |
LPL Financial
San Diego,
California
|
-$34.4M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$26.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$21M |
SPLV Hedge Fund Activity: Q3 2023 in Review
690 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2023, worth a combined $5.08B — down 10% from $5.64B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of SPLV and 56 opened new positions — a net loss of 5 holders — while 303 trimmed existing stakes and 191 added.
The largest buyer was Bank of New York Mellon, adding an estimated $60.1M. The largest seller was Bank of America, cutting an estimated $103M.
- 690 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2023, down from 709 in Q2 2023.
- Funds reported $5.08B of Invesco S&P 500 Low Volatility ETF stock for Q3 2023, down 10% quarter-over-quarter.
- 56 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2023 and 61 closed out, a net change of -5 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2023 was Bank of New York Mellon, an estimated $60.1M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2023 was Bank of America, an estimated $103M sold.
Based on aggregated 13F filings for Q3 2023.