We are live on ! Find out more
SPLV icon

Invesco S&P 500 Low Volatility ETF

287 hedge funds and large institutions have $3.66B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 126 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

73% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 73

17% more capital invested

Capital invested by funds: $3.11B → $3.66B (+$544M)

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

9% more funds holding

Funds holding: 263287 (+24)

1.09% more ownership

Funds ownership: 47.25%48.35% (+1.1%)

13% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $11.8M

Holders
287
Holders Change
+24
Holders Change %
+9.13%
% of All Funds
7.66%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.8%
New
50
Increased
126
Reduced
73
Closed
22
Calls
$10.3M
Puts
$11.8M
Net Calls
-$1.54M
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
276
CT Financial Advisors
Pennsylvania
$9.63K +$9.14K +225 New
RCM
277
Rain Capital Management
Oregon
$8.56K +$8.13K +200 New
PMFA
278
Plante Moran Financial Advisors
Michigan
$8K -$5.89K -145 -45%
AssetMark Inc
279
AssetMark Inc
California
$8K +$7.96K +196 New
KLI
280
Kelman-Lazarov Inc
Tennessee
$7.86K +$7.48K +184 New
First Manhattan
281
First Manhattan
New York
$7K +$6.99K +172 New
IWMPD
282
Integrated Wealth Management (Palm Desert)
California
$6K
WTB
283
Washington Trust Bank
Washington
$5K
PRCM
284
Pine River Capital Management
Minnesota
$1.19K
CA
285
Commerzbank Aktiengesellschaft
Germany
$984 +$142K +3,490 +18%
FHC
286
First Heartland Consultants
Missouri
$295 +$281K +6,903 New
WP
287
WealthPLAN Partners
Nebraska
$14 +$13.2K +325 New
MIAN
288
Mariner Independent Advisor Network
Kansas
-$11.6M -287,825 Closed
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
-$10.7M -264,860 Closed
AIG
290
American International Group
New York
-$8.03M -199,188 Closed
Susquehanna International Group
291
Susquehanna International Group
Pennsylvania
-$6.1M -150,197 Closed
Jane Street
292
Jane Street
New York
-$4.7M -115,695 Closed
ACM
293
Avalon Capital Management
California
-$3.75M -93,007 Closed
FIM
294
Freedom Investment Management
Connecticut
-$2.43M -60,269 Closed
FA
295
FDx Advisors
Illinois
-$1.8M -44,599 Closed
LI
296
LVZ Inc
Michigan
-$413K -10,249 Closed
LYV
297
Live Your Vision
Pennsylvania
-$369K -9,144 Closed
JA
298
JOYN Advisors
Georgia
-$347K -8,609 Closed
PIM
299
Penobscot Investment Management
Massachusetts
-$258K -6,399 Closed
CAG
300
Crestwood Advisors Group
Massachusetts
-$256K -6,346 Closed

SPLV Hedge Fund Activity: Q2 2016 in Review

287 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2016, worth a combined $3.66B — up 17% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPLV positions and 22 closed out — a net gain of 28 holders — while 126 added to existing stakes and 73 trimmed.

The largest buyer was Bank of America, adding an estimated $102M. The largest seller was LPL Financial, cutting an estimated $58M.

  • 287 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2016, up from 263 in Q1 2016.
  • Funds reported $3.66B of Invesco S&P 500 Low Volatility ETF stock for Q2 2016, up 17% quarter-over-quarter.
  • 50 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2016 and 22 closed out, a net change of +28 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2016 was Bank of America, an estimated $102M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2016 was LPL Financial, an estimated $58M sold.

Based on aggregated 13F filings for Q2 2016.