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Invesco S&P 500 Low Volatility ETF

671 hedge funds and large institutions have $5.36B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 255 increasing their positions, 207 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 57

23% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 207

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1% more funds holding

Funds holding: 662671 (+9)

1% more capital invested

Capital invested by funds: $5.3B → $5.36B (+$68.2M)

0.51% more ownership

Funds ownership: 55.75%56.26% (+0.51%)

66% less call options, than puts

Call options by funds: $6.49M | Put options by funds: $19M

Holders
671
Holders Change
+9
Holders Change %
+1.36%
% of All Funds
11.3%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.66%
New
73
Increased
255
Reduced
207
Closed
57
Calls
$6.49M
Puts
$19M
Net Calls
-$12.5M
Net Calls Change
+$4.88M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
251
Eudaimonia Partners
Tennessee
$1.43M +$1.49M +23,069 New
WA
252
Wambolt & Associates
Colorado
$1.42M -$3.04K -47 -0.2%
TWP
253
Tempus Wealth Planning
California
$1.42M -$6.4K -99 -0.4%
CW
254
Connectus Wealth
Ohio
$1.39M +$1.45M +22,464 New
RW
255
Rede Wealth
Virginia
$1.38M -$451K -6,981 -24%
KA
256
Kovack Advisors
Florida
$1.38M -$213K -3,299 -13%
William Blair & Company
257
William Blair & Company
Illinois
$1.37M +$129 +2 +0%
GWM
258
Gray Wealth Management
Maine
$1.36M +$57.6K +891 +4%
Daiwa Securities Group
259
Daiwa Securities Group
Japan
$1.36M +$155K +2,400 +12%
RRA
260
Round Rock Advisors
Connecticut
$1.34M -$13.8K -213 -1%
CRI
261
Colonial River Investments
Virginia
$1.32M -$2.24M -34,661 -62%
SF
262
Symphony Financial
Texas
$1.32M -$46.9K -725 -3%
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$1.31M +$47.2K +730 +4%
WFM
264
Wolff Financial Management
Michigan
$1.31M -$163K -2,515 -11%
ZIM
265
Zacks Investment Management
Illinois
$1.3M -$329K -5,091 -19%
VWA
266
Visionary Wealth Advisors
Illinois
$1.3M +$99.3K +1,535 +8%
MPW
267
Monterey Private Wealth
California
$1.29M +$3.75K +58 +0.3%
BFM
268
Boston Financial Management
Massachusetts
$1.29M +$47.6K +736 +4%
CWMGP
269
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.26M +$59.2K +915 +5%
PA
270
Parallel Advisors
California
$1.25M +$143K +2,212 +12%
TFS
271
Thoroughbred Financial Services
Tennessee
$1.23M +$369K +5,702 +40%
YC
272
Yarbrough Capital
Tennessee
$1.21M
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.2M -$162K -2,510 -11%
LFA
274
Laraway Financial Advisors
Minnesota
$1.18M +$1.94K +30 +0.2%
CHAM
275
Clear Harbor Asset Management
Connecticut
$1.17M +$46.9K +725 +4%

SPLV Hedge Fund Activity: Q2 2022 in Review

671 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2022, worth a combined $5.36B — up 1.3% from $5.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPLV positions and 57 closed out — a net gain of 16 holders — while 255 added to existing stakes and 207 trimmed.

The largest buyer was Dow Chemical Company, opening a new position worth an estimated $259M. The largest seller was Bank of America, cutting an estimated $206M.

  • 671 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2022, up from 662 in Q1 2022.
  • Funds reported $5.36B of Invesco S&P 500 Low Volatility ETF stock for Q2 2022, up 1.3% quarter-over-quarter.
  • 73 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2022 and 57 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2022 was Dow Chemical Company, an estimated $259M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2022 was Bank of America, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2022.