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Invesco S&P 500 Low Volatility ETF

711 hedge funds and large institutions have $4.72B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 234 increasing their positions, 244 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 36

13% more capital invested

Capital invested by funds: $4.17B → $4.72B (+$555M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

4% more funds holding

Funds holding: 685711 (+26)

2.12% more ownership

Funds ownership: 60.31%62.43% (+2.1%)

4% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 244

92% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $23M

Holders
711
Holders Change
+26
Holders Change %
+3.8%
% of All Funds
10.21%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.37%
New
72
Increased
234
Reduced
244
Closed
36
Calls
$1.77M
Puts
$23M
Net Calls
-$21.2M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
226
First Command Advisory Services
Texas
$1.46M -$106K -1,550 -7%
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$1.43M +$618 +9 +0%
DAS
228
Diversify Advisory Services
Utah
$1.41M +$585K +8,521 +77%
SAG
229
SageView Advisory Group
California
$1.41M -$14.6K -213 -1%
EWM
230
Empirical Wealth Management
Washington
$1.4M +$30.2K +440 +2%
TC
231
TownSquare Capital
Utah
$1.4M +$142K +2,072 +12%
SPI
232
Santori & Peters Inc
Pennsylvania
$1.38M -$8.24K -120 -0.6%
SSWM
233
Smith Salley Wealth Management
North Carolina
$1.36M -$29.8K -434 -2%
TF
234
Tompkins Financial
New York
$1.36M +$337K +4,900 +35%
CPRC
235
Consolidated Portfolio Review Corp
New York
$1.36M +$88.5K +1,288 +7%
TWM
236
Trueblood Wealth Management
Ohio
$1.35M +$41.8K +608 +3%
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$1.34M +$342K +4,981 +36%
SHFA
238
SC&H Financial Advisors
Maryland
$1.34M +$1.99K +29 +0.2%
CIA
239
Concurrent Investment Advisors
Florida
$1.34M +$24.6K +358 +2%
MWM
240
MGB Wealth Management
Texas
$1.33M
HA
241
Harfst & Associates
Wyoming
$1.31M -$40.4K -588 -3%
BPA
242
Beacon Pointe Advisors
California
$1.31M -$20.9K -305 -2%
WCM
243
Winthrop Capital Management
Indiana
$1.31M
Comerica Bank
244
Comerica Bank
Texas
$1.3M -$301K -4,384 -19%
SFG
245
Seamount Financial Group
Colorado
$1.3M +$23.4K +341 +2%
MFG
246
Midwest Financial Group
Kansas
$1.3M -$11.1K -162 -0.9%
MPW
247
Monterey Private Wealth
California
$1.28M +$824 +12 +0.1%
LFA
248
Laraway Financial Advisors
Minnesota
$1.28M +$137 +2 +0%
KAM
249
Kensington Asset Management
Texas
$1.28M +$1.24M +18,000 New
FFA
250
Farther Finance Advisors
California
$1.26M +$1.12M +16,354 +1,322%

SPLV Hedge Fund Activity: Q3 2024 in Review

711 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2024, worth a combined $4.72B — up 13% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SPLV positions and 36 closed out — a net gain of 36 holders — while 234 added to existing stakes and 244 trimmed.

The largest buyer was Bank of America, adding an estimated $86M. The largest seller was Morgan Stanley, cutting an estimated $75.5M.

  • 711 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2024, up from 685 in Q2 2024.
  • Funds reported $4.72B of Invesco S&P 500 Low Volatility ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 72 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2024 and 36 closed out, a net change of +36 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2024 was Bank of America, an estimated $86M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2024 was Morgan Stanley, an estimated $75.5M sold.

Based on aggregated 13F filings for Q3 2024.