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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
AAS
251
Ameritas Advisory Services
Nebraska
$1.25M -$1.89M -27,553 -61%
TA
252
TPG Advisors
Illinois
$1.24M +$5.63K +82 +0.5%
IWM
253
IHT Wealth Management
Illinois
$1.24M -$139K -2,020 -10%
MI
254
Moneywise Inc
Virginia
$1.23M -$15.5K -226 -1%
Barclays
255
Barclays
United Kingdom
$1.23M +$109K +1,590 +10%
Focus Partners Wealth
256
Focus Partners Wealth
Massachusetts
$1.22M +$764K +11,130 +188%
AI
257
Atria Investments
North Carolina
$1.21M +$892K +12,988 +331%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$1.2M +$41.4K +603 +4%
SG Americas Securities
259
SG Americas Securities
New York
$1.19M +$1.14M +16,561 New
TRCT
260
Tower Research Capital (TRC)
New York
$1.19M +$1.09M +15,936 +2,570%
KWM
261
Kingsview Wealth Management
Oregon
$1.16M +$150K +2,179 +16%
HAS
262
HBW Advisory Services
California
$1.14M -$14.4K -209 -1%
TC
263
Trilogy Capital
California
$1.14M +$1.44K +21 +0.1%
TSWM
264
Tyler-Stone Wealth Management
Ohio
$1.12M +$480K +6,996 +81%
SLT
265
St Louis Trust
Missouri
$1.12M
OBWG
266
Onyx Bridge Wealth Group
New York
$1.09M -$28.5K -415 -3%
HP
267
Holistic Planning
Texas
$1.07M -$576K -8,387 -36%
ACA
268
Aptus Capital Advisors
Alabama
$1.07M -$118K -1,715 -10%
WANY
269
Wealthspire Advisors (New York)
New York
$1.07M -$241K -3,502 -19%
CWM
270
Cornerstone Wealth Management
Missouri
$1.07M +$10.6K +155 +1%
PWP
271
Principle Wealth Partners
Connecticut
$1.06M
BWM
272
Brown Wealth Management
Illinois
$1.06M +$137 +2 +0%
PIA
273
Perennial Investment Advisors
California
$1.06M +$14K +204 +1%
Goldman Sachs
274
Goldman Sachs
New York
$1.06M -$27.5M -400,302 -96%
MFG
275
Merit Financial Group
Georgia
$1.05M +$15.2K +222 +2%

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.