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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
SLT
301
St Louis Trust
Missouri
$966K
AWA
302
Arkadios Wealth Advisors
Georgia
$952K -$23.5K -364 -2%
IA
303
Insight Advisors
Pennsylvania
$951K +$222K +3,433 +30%
DFA
304
DHJJ Financial Advisors
Illinois
$949K -$4.59K -71 -0.5%
HAS
305
HBW Advisory Services
California
$948K +$471K +7,280 +91%
TA
306
TrueWealth Advisors
Alabama
$947K -$289K -4,475 -23%
CCA
307
Childress Capital Advisors
Texas
$943K
MPCG
308
Matrix Private Capital Group
New York
$938K +$75K +1,160 +8%
RIA
309
Realta Investment Advisors
Delaware
$932K +$122K +1,893 +15%
KCM
310
Kendall Capital Management
Maryland
$930K -$64.7K -1,000 -6%
KeyBank National Association
311
KeyBank National Association
Ohio
$930K
VWA
312
V Wealth Advisors
Kansas
$927K -$4.66K -72 -0.5%
APWA
313
Atlas Private Wealth Advisors
New Jersey
$911K -$32.7K -506 -3%
TFA
314
Teamwork Financial Advisors
Texas
$906K +$179K +2,771 +23%
GFS
315
GYL Financial Synergies
Connecticut
$902K +$133K +2,051 +16%
SC
316
SouthState Corp
Florida
$896K
AF
317
Advisornet Financial
Minnesota
$885K -$2.93M -45,272 -76%
EWM
318
Empirical Wealth Management
Washington
$885K -$16.1K -249 -2%
CCA
319
Clearwater Capital Advisors
Illinois
$884K
MFG
320
Merit Financial Group
Georgia
$882K +$920K +14,223 New
TC
321
Telemus Capital
Michigan
$871K +$639K +9,882 +237%
TA
322
TFG Advisers
Michigan
$859K +$12.2K +189 +1%
MF
323
Meridian Financial
Massachusetts
$851K -$25.3K -391 -3%
SFG
324
Socha Financial Group
New York
$844K
PIMG
325
Patriot Investment Management Group
Tennessee
$841K +$1.55K +24 +0.2%

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.