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
HI
301
Harbour Investments
Wisconsin
$994K
PP
302
Patten & Patten
Tennessee
$991K -$2.4K -38 -0.2%
CRI
303
Colonial River Investments
Virginia
$979K -$277K -4,373 -21%
BCM
304
Beck Capital Management
Texas
$979K -$39.4K -623 -4%
TC
305
Trilogy Capital
California
$979K +$83.2K +1,316 +8%
CS
306
Comerica Securities
Michigan
$977K +$847K +13,386 +381%
MIM
307
MTM Investment Management
South Carolina
$958K -$4.93K -78 -0.5%
AA
308
Ancora Advisors
Ohio
$955K +$253 +4 +0%
KWM
309
Kingsview Wealth Management
Oregon
$948K +$17.2K +272 +2%
EP
310
Eudaimonia Partners
Tennessee
$936K -$435K -6,883 -30%
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$934K -$203K -3,215 -17%
VCA
312
Verdence Capital Advisors
Maryland
$934K +$379 +6 +0%
WMSA
313
Weiss Multi-Strategy Advisers
New York
$925K -$2.78M -44,000 -73%
CPO
314
Cerity Partners OCIO
New York
$925K +$299K +4,727 +42%
WC
315
Wealth CMT
New Jersey
$924K +$661K +10,455 +189%
IFPG
316
Intrepid Financial Planning Group
Indiana
$919K -$32.9K -520 -3%
CT
317
Cambridge Trust
Massachusetts
$896K -$55.3K -875 -5%
DFA
318
DHJJ Financial Advisors
Illinois
$882K -$4.43K -70 -0.5%
CCA
319
Childress Capital Advisors
Texas
$879K
AWA
320
Arkadios Wealth Advisors
Georgia
$874K -$15.6K -247 -2%
ACA
321
Aptus Capital Advisors
Alabama
$872K +$790K +12,492 +484%
KeyBank National Association
322
KeyBank National Association
Ohio
$867K
MFG
323
Magnus Financial Group
New York
$866K -$59.9K -947 -6%
MF
324
Meridian Financial
Massachusetts
$865K +$78.1K +1,235 +9%
GA
325
Gateway Advisory
New Jersey
$862K -$106K -1,676 -10%

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.