We are live on ! Find out more
SPLV icon

Invesco S&P 500 Low Volatility ETF

684 hedge funds and large institutions have $5.51B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 244 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $1.45M

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

2% more funds holding

Funds holding: 671684 (+13)

3% more capital invested

Capital invested by funds: $5.36B → $5.51B (+$143M)

1% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 242

0.65% more ownership

Funds ownership: 56.26%56.91% (+0.65%)

Holders
684
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.78%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
0.84%
New
54
Increased
244
Reduced
242
Closed
38
Calls
$3.29M
Puts
$1.45M
Net Calls
+$1.84M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WFM
276
Wolff Financial Management
Michigan
$1.23M +$8.1K +128 +0.6%
BFM
277
Boston Financial Management
Massachusetts
$1.2M -$949 -15 -0.1%
BNP Paribas Financial Markets
278
BNP Paribas Financial Markets
France
$1.2M +$1.31M +20,648 +18,273%
CWM
279
Cornerstone Wealth Management
Missouri
$1.2M +$779K +12,320 +147%
PAS
280
Park Avenue Securities
New York
$1.19M +$212K +3,355 +20%
RW
281
Rede Wealth
Virginia
$1.18M -$117K -1,843 -8%
CWMGP
282
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.17M -$6.58K -104 -0.5%
Prudential Financial
283
Prudential Financial
New Jersey
$1.16M +$181K +2,864 +17%
TFS
284
Thoroughbred Financial Services
Tennessee
$1.16M +$8.6K +136 +0.7%
PPWM
285
Paragon Private Wealth Management
Kentucky
$1.16M +$26.5K +419 +2%
FTUS
286
Flow Traders U.S.
New York
$1.16M -$1.52M -24,012 -55%
QT
287
Quantbot Technologies
New York
$1.16M +$1.26M +20,000 New
CHAM
288
Clear Harbor Asset Management
Connecticut
$1.14M +$49.6K +785 +4%
YC
289
Yarbrough Capital
Tennessee
$1.12M
LFA
290
Laraway Financial Advisors
Minnesota
$1.09M -$13.9K -220 -1%
VWA
291
Visionary Wealth Advisors
Illinois
$1.07M -$158K -2,500 -12%
BFS
292
Bard Financial Services
Connecticut
$1.07M
CAM
293
Cresset Asset Management
Illinois
$1.06M -$4.68K -74 -0.4%
ATPW
294
Ashton Thomas Private Wealth
Arizona
$1.04M +$41K +649 +4%
LPT
295
Legacy Private Trust
Wisconsin
$1.04M -$14.2K -225 -1%
LC
296
Landaas & Company
Wisconsin
$1.03M -$15.1K -238 -1%
GIA
297
Gladstone Institutional Advisory
Florida
$1.01M -$431K -6,810 -28%
VAM
298
Verity Asset Management
North Carolina
$1M +$1.1M +17,313 New
BPA
299
Beacon Pointe Advisors
California
$997K +$51.8K +819 +5%
CGA
300
Crescent Grove Advisors
Illinois
$996K

SPLV Hedge Fund Activity: Q3 2022 in Review

684 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2022, worth a combined $5.51B — up 2.7% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPLV positions and 38 closed out — a net gain of 16 holders — while 244 added to existing stakes and 242 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $428M. The largest seller was AdvisorShares Investments, cutting an estimated $45M.

  • 684 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2022, up from 671 in Q2 2022.
  • Funds reported $5.51B of Invesco S&P 500 Low Volatility ETF stock for Q3 2022, up 2.7% quarter-over-quarter.
  • 54 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2022 and 38 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2022 was Balentine LLC, an estimated $428M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2022 was AdvisorShares Investments, an estimated $45M sold.

Based on aggregated 13F filings for Q3 2022.