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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
LA
301
Legacy Advisors
Pennsylvania
$923K +$884K +12,870 New
ACA
302
American Capital Advisory
Idaho
$921K -$168K -2,448 -16%
SMA
303
Sage Mountain Advisors
Georgia
$907K
FPW
304
Flagship Private Wealth
Massachusetts
$900K +$155K +2,255 +22%
DFA
305
DHJJ Financial Advisors
Illinois
$900K -$143K -2,079 -14%
MA
306
MONECO Advisors
Connecticut
$898K -$55.2K -804 -6%
GWANC
307
Guardian Wealth Advisors (North Carolina)
North Carolina
$889K -$128K -1,860 -13%
AIA
308
Allied Investment Advisors
Montana
$875K
BJL
309
Brighton Jones LLC
Washington
$872K -$13.5K -197 -2%
LFAS
310
Level Four Advisory Services
Texas
$872K +$322K +4,683 +62%
STA
311
Summit Trail Advisors
New York
$868K
SP
312
Sequent Planning
Nebraska
$858K -$314K -4,573 -28%
V
313
ViaWealth
Kansas
$847K +$481 +7 +0.1%
CL
314
Choreo LLC
Illinois
$843K
HIS
315
Harvest Investment Services
Illinois
$839K -$45.6K -664 -5%
AFO
316
Arrowroot Family Office
California
$835K +$401K +5,836 +101%
ARC
317
Advisor Resource Council
Texas
$833K +$798K +11,614 New
KeyBank National Association
318
KeyBank National Association
Ohio
$831K -$265K -3,863 -25%
SC
319
SouthState Corp
Florida
$828K
WFM
320
Wolff Financial Management
Michigan
$826K +$2.68K +39 +0.3%
WT
321
Whittier Trust
California
$820K +$768K +11,183 +4,385%
GFWA
322
Grey Fox Wealth Advisors
Delaware
$819K -$114K -1,661 -13%
CCA
323
Clearwater Capital Advisors
Illinois
$814K
CFG
324
Citizens Financial Group
Rhode Island
$812K +$79.2K +1,153 +11%
AWA
325
Arkadios Wealth Advisors
Georgia
$808K +$2.33K +34 +0.3%

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.