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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
GWSG
276
GPS Wealth Strategies Group
Colorado
$1.04M -$203K -2,950 -17%
EB
277
Eastern Bank
Massachusetts
$1.04M +$992K +14,445 New
GRP
278
Global Retirement Partners
California
$1.03M +$110K +1,603 +13%
LPAM
279
Lodestar Private Asset Management
California
$1.03M -$3.02K -44 -0.3%
PP
280
Patten & Patten
Tennessee
$1.01M -$6.73K -98 -0.7%
AA
281
Ancora Advisors
Ohio
$1.01M -$7K -102 -0.7%
LPT
282
Legacy Private Trust
Wisconsin
$991K
BRWA
283
B. Riley Wealth Advisors
Florida
$985K -$1.32M -19,152 -58%
SF
284
Symphony Financial
Texas
$984K +$7.14K +104 +0.8%
KA
285
Kovack Advisors
Florida
$978K -$130K -1,900 -12%
MIM
286
MTM Investment Management
South Carolina
$970K -$62.7K -913 -6%
MCM
287
MAI Capital Management
Ohio
$966K +$5.56K +81 +0.6%
MF
288
Meridian Financial
Massachusetts
$951K -$24K -349 -3%
PIMG
289
Patriot Investment Management Group
Tennessee
$950K
BSTWA
290
Blake Schutter Theil Wealth Advisors
Ohio
$948K +$907K +13,214 New
CWA
291
Continuum Wealth Advisors
New York
$948K -$10.6K -155 -1%
LC
292
Landaas & Company
Wisconsin
$946K +$755 +11 +0.1%
RRA
293
Round Rock Advisors
Connecticut
$935K -$26.9K -391 -3%
JEST
294
JTC Employer Solutions Trustee
Jersey
$933K
UCFA
295
United Capital Financial Advisors
Texas
$933K
CWMGP
296
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$929K +$326K +4,753 +58%
LI
297
LMCG Investments
Massachusetts
$929K +$59.2K +862 +7%
OIM
298
Orca Investment Management
Oregon
$927K
SF
299
Synovus Financial
Georgia
$925K +$27.6K +402 +3%
BFA
300
Beaumont Financial Advisors
Massachusetts
$924K +$46.7K +680 +6%

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.