We are live on ! Find out more
SPLV icon

Invesco S&P 500 Low Volatility ETF

388 hedge funds and large institutions have $4.08B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 127 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

22% more capital invested

Capital invested by funds: $3.33B → $4.08B (+$748M)

14% more funds holding in top 10

Funds holding in top 10: 2933 (+4)

7% more funds holding

Funds holding: 363388 (+25)

1.41% more ownership

Funds ownership: 47.33%48.74% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 122

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.45M

Holders
388
Holders Change
+25
Holders Change %
+6.89%
% of All Funds
8.87%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.75%
New
51
Increased
127
Reduced
122
Closed
22
Calls
Puts
$2.45M
Net Calls
-$2.45M
Net Calls Change
+$817K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
251
Beaumont Financial Advisors
Massachusetts
$310K +$307K +6,253 New
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$303K
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$299K
MIA
254
MainStreet Investment Advisors
Illinois
$299K
CAG
255
Crestwood Advisors Group
Massachusetts
$286K +$4.82K +98 +2%
MHS
256
M Holdings Securities
Oregon
$281K +$17.7K +359 +7%
PFT
257
Providence First Trust
Arizona
$275K
MA
258
Mutual Advisors
Nebraska
$273K -$112K -2,269 -29%
TF
259
TLWM Financial
Texas
$273K +$5.16K +105 +2%
DBRC
260
D.B. Root & Company
Pennsylvania
$271K +$3.2K +65 +1%
ME
261
McIlrath & Eck
Washington
$267K -$78.4K -1,595 -23%
DWM
262
Dynasty Wealth Management
Florida
$265K
CWA
263
Clarus Wealth Advisors
Arizona
$260K +$44.4K +904 +21%
MRC
264
Millburn Ridgefield Corp
New York
$257K +$35.2K +716 +16%
Wolverine Trading
265
Wolverine Trading
Illinois
$256K -$957K -19,461 -79%
CC
266
Courier Capital
New York
$256K
PW
267
Peninsula Wealth
California
$255K
S
268
SignatureFD
Georgia
$252K +$49 +1 +0%
SP
269
Successful Portfolios
Florida
$251K -$4.92K -100 -2%
LNC
270
Lincoln National Corp
Pennsylvania
$251K +$1.28K +26 +0.5%
SDWMA
271
Schneider Downs Wealth Management Advisors
Pennsylvania
$248K -$1.87K -38 -0.8%
EVM
272
Eaton Vance Management
Massachusetts
$246K
JCM
273
Jacobi Capital Management
Pennsylvania
$237K +$1.23K +25 +0.5%
BFIM
274
Beese Fulmer Investment Management
Ohio
$230K
SBWM
275
Sunflower Bank Wealth Management
Arizona
$229K -$2.95K -60 -1%

SPLV Hedge Fund Activity: Q3 2018 in Review

388 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2018, worth a combined $4.08B — up 22% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SPLV positions and 22 closed out — a net gain of 29 holders — while 127 added to existing stakes and 122 trimmed.

The largest buyer was Dow Chemical Company, opening a new position worth an estimated $225M. The largest seller was Bank of America, cutting an estimated $234M.

  • 388 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2018, up from 363 in Q2 2018.
  • Funds reported $4.08B of Invesco S&P 500 Low Volatility ETF stock for Q3 2018, up 22% quarter-over-quarter.
  • 51 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2018 and 22 closed out, a net change of +29 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2018 was Dow Chemical Company, an estimated $225M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2018 was Bank of America, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2018.