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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
PAI
326
Pittenger & Anderson Inc
Nebraska
$51K
CFG
327
Citizens Financial Group
Rhode Island
$51K +$50.3K +1,023 New
FHA
328
First Horizon Advisors
Tennessee
$50K -$32.5K -662 -40%
LIA
329
LS Investment Advisors
Michigan
$50K
OIA
330
OneDigital Investment Advisors
Kansas
$49K +$246 +5 +0.5%
SF
331
Synovus Financial
Georgia
$47K
TRCT
332
Tower Research Capital (TRC)
New York
$45K -$251K -5,100 -85%
RE
333
RBC Europe
United Kingdom
$44.6K
MSFP
334
Mark Sheptoff Financial Planning
Connecticut
$42K
MSA
335
Marino Stram & Associates
Massachusetts
$41K
GWS
336
Glassman Wealth Services
Virginia
$40K
GRP
337
Global Retirement Partners
California
$39K
POIA
338
Pin Oak Investment Advisors
Texas
$37K
RWA
339
River Wealth Advisors
Pennsylvania
$33K -$6.44K -131 -17%
MA
340
MUFG Americas
New York
$33K
DWM
341
Destination Wealth Management
California
$33K +$32.6K +664 New
AIM
342
Advantage Investment Management
Iowa
$32K
BWM
343
BerganKDV Wealth Management
Minnesota
$28K -$2.26K -46 -7%
SSB
344
Sandy Spring Bank
Maryland
$27K -$27.8K -566 -51%
FMP
345
Financial Management Professionals
Texas
$25K
PA
346
Parallel Advisors
California
$25K +$24.6K +501 New
BWA
347
Burt Wealth Advisors
Maryland
$22K +$4.92K +100 +29%
KF
348
Krilogy Financial
Missouri
$22K +$21.5K +438 New
MFT
349
Moisand Fitzgerald Tamayo
Florida
$22K +$21.9K +445 New
TWA
350
TCI Wealth Advisors
Arizona
$21K

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.