Invesco S&P 500 Low Volatility ETF
SPLV
263 hedge funds and large institutions have $3.11B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 72 reducing their positions, and 23 closing their positions.
83% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 23
54% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 72
18% more funds holding in top 10
Funds holding in top 10: 22 → 26 (+4)
12% more capital invested
Capital invested by funds: $2.79B → $3.11B (+$327M)
7% more funds holding
Funds holding: 246 → 263 (+17)
5.21% less ownership
Funds ownership: 52.46% → 47.25% (-5.2%)
30% less call options, than puts
Call options by funds: $1.22M | Put options by funds: $1.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$91.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$79.9M |
| 3 |
Morgan Stanley
New York
|
+$52.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$45M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$38.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$125M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$84.7M |
| 3 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$47M |
| 4 |
FA
FDx Advisors
Chicago,
Illinois
|
-$44.6M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$32.1M |
SPLV Hedge Fund Activity: Q1 2016 in Review
263 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q1 2016, worth a combined $3.11B — up 12% from $2.79B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SPLV positions and 23 closed out — a net gain of 19 holders — while 111 added to existing stakes and 72 trimmed.
The largest buyer was UBS Group, adding an estimated $91.9M. The largest seller was Sage Advisory Services, exiting entirely with an estimated $125M sold.
- 263 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q1 2016, up from 246 in Q4 2015.
- Funds reported $3.11B of Invesco S&P 500 Low Volatility ETF stock for Q1 2016, up 12% quarter-over-quarter.
- 42 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q1 2016 and 23 closed out, a net change of +19 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q1 2016 was UBS Group, an estimated $91.9M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q1 2016 was Sage Advisory Services, an estimated $125M sold.
Based on aggregated 13F filings for Q1 2016.