We are live on ! Find out more
SPLV icon

Invesco S&P 500 Low Volatility ETF

388 hedge funds and large institutions have $4.08B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 127 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

22% more capital invested

Capital invested by funds: $3.33B → $4.08B (+$748M)

14% more funds holding in top 10

Funds holding in top 10: 2933 (+4)

7% more funds holding

Funds holding: 363388 (+25)

1.41% more ownership

Funds ownership: 47.33%48.74% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 122

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.45M

Holders
388
Holders Change
+25
Holders Change %
+6.89%
% of All Funds
8.87%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.75%
New
51
Increased
127
Reduced
122
Closed
22
Calls
Puts
$2.45M
Net Calls
-$2.45M
Net Calls Change
+$817K
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
301
Rehmann Capital Advisory Group
Michigan
$96K -$4.92K -100 -5%
GAM
302
Gemmer Asset Management
California
$92K
GP
303
Girard Partners
Pennsylvania
$91K +$91K +1,850 New
ML
304
McAdam LLC
Pennsylvania
$89K -$11.8K -240 -12%
BBPWM
305
Blue Bell Private Wealth Management
Pennsylvania
$86K -$6.59K -134 -7%
CHP
306
Cable Hill Partners
Oregon
$84K -$12.8K -261 -13%
VNA
307
Valley National Advisers
Pennsylvania
$84K +$148 +3 +0.2%
GEA
308
Glen Eagle Advisors
New Jersey
$83.3K +$295 +6 +0.4%
BFEC
309
Benjamin F. Edwards & Company
Missouri
$83K +$98 +2 +0.1%
PO
310
Private Ocean
California
$79K
PFPT
311
Pinnacle Financial Partners (Tennessee)
Tennessee
$78K +$42.3K +861 +120%
BlackRock
312
BlackRock
New York
$75K -$1.52K -31 -2%
PMFA
313
Plante Moran Financial Advisors
Michigan
$71K
RBC
314
Roble Belko & Company
Pennsylvania
$71K
IFAM
315
Institutional & Family Asset Management
Colorado
$70K
LNB
316
Ledyard National Bank
$70K
LWCFA
317
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67K
OIA
318
Optimum Investment Advisors
Illinois
$65K
CC
319
Cassaday & Co
Virginia
$61K +$60.9K +1,238 New
GWA
320
Guidant Wealth Advisors
Illinois
$60K
KTC
321
Kistler-Tiffany Companies
Pennsylvania
$58K
TPWA
322
TRUE Private Wealth Advisors
Oregon
$56.1K +$55.7K +1,132 New
CAL
323
Capital Analysts LLC
Pennsylvania
$54K
CBT
324
Capital Bank & Trust
California
$54K
PCG
325
Private Capital Group
Connecticut
$52K +$5.11K +104 +11%

SPLV Hedge Fund Activity: Q3 2018 in Review

388 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2018, worth a combined $4.08B — up 22% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SPLV positions and 22 closed out — a net gain of 29 holders — while 127 added to existing stakes and 122 trimmed.

The largest buyer was Dow Chemical Company, opening a new position worth an estimated $225M. The largest seller was Bank of America, cutting an estimated $234M.

  • 388 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2018, up from 363 in Q2 2018.
  • Funds reported $4.08B of Invesco S&P 500 Low Volatility ETF stock for Q3 2018, up 22% quarter-over-quarter.
  • 51 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2018 and 22 closed out, a net change of +29 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2018 was Dow Chemical Company, an estimated $225M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2018 was Bank of America, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2018.