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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
PPWM
276
Paragon Private Wealth Management
Kentucky
$1.17M -$109K -1,686 -8%
BFS
277
Bard Financial Services
Connecticut
$1.14M
LPT
278
Legacy Private Trust
Wisconsin
$1.13M -$179K -2,761 -13%
CAM
279
Cresset Asset Management
Illinois
$1.13M +$471K +7,288 +66%
LC
280
Landaas & Company
Wisconsin
$1.12M -$40.2K -622 -3%
BCM
281
Beck Capital Management
Texas
$1.09M -$20.9K -323 -2%
ATPW
282
Ashton Thomas Private Wealth
Arizona
$1.08M +$277K +4,286 +33%
CGA
283
Crescent Grove Advisors
Illinois
$1.07M +$58.2K +900 +6%
PP
284
Patten & Patten
Tennessee
$1.06M -$4.79K -74 -0.4%
PAS
285
Park Avenue Securities
New York
$1.06M +$16K +248 +1%
Prudential Financial
286
Prudential Financial
New Jersey
$1.05M +$179K +2,765 +19%
MIM
287
MTM Investment Management
South Carolina
$1.05M
GA
288
Gateway Advisory
New Jersey
$1.03M +$610K +9,439 +132%
AA
289
Ancora Advisors
Ohio
$1.02M +$102K +1,577 +11%
SW
290
SteelPeak Wealth
California
$1.02M -$29.7K -459 -3%
BPA
291
Beacon Pointe Advisors
California
$1.02M -$141K -2,176 -12%
IFPG
292
Intrepid Financial Planning Group
Indiana
$1.02M +$1.06M +16,412 New
CT
293
Cambridge Trust
Massachusetts
$1.01M -$53.5K -828 -5%
VCA
294
Verdence Capital Advisors
Maryland
$1M +$453 +7 +0%
KWM
295
Kingsview Wealth Management
Oregon
$1M +$234K +3,612 +29%
HI
296
Harbour Investments
Wisconsin
$994K +$1.04M +16,026 New
MFG
297
Magnus Financial Group
New York
$987K -$5.11K -79 -0.5%
BFG
298
Barber Financial Group
Kansas
$987K +$1.03M +15,917 New
PWP
299
Principle Wealth Partners
Connecticut
$981K -$95.8K -1,482 -9%
TC
300
Trilogy Capital
California
$968K +$21.7K +336 +2%

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.