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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
CG
326
Colony Group
Massachusetts
$830K +$3.04K +47 +0.4%
TA
327
TKG Advisors
Indiana
$826K +$308K +4,757 +56%
AWE
328
Avidian Wealth Enterprises
Texas
$809K +$844K +13,054 New
JEST
329
JTC Employer Solutions Trustee
Jersey
$806K
MOS
330
MGO One Seven
Ohio
$798K +$43.5K +673 +6%
HCMT
331
Highland Capital Management (Tennessee)
Tennessee
$795K +$40K +618 +5%
BKA
332
Brick & Kyle Associates
Pennsylvania
$793K +$16.9K +261 +2%
BF
333
BOK Financial
Oklahoma
$789K
AIA
334
Allied Investment Advisors
Montana
$782K
SWIG
335
Strategic Wealth Investment Group
Kentucky
$782K +$145K +2,246 +22%
SFG
336
Sowa Financial Group
Rhode Island
$777K +$4.01K +62 +0.5%
JPLA
337
Joseph P. Lucia & Associates
New York
$773K -$35.9K -555 -4%
AIA
338
Alera Investment Advisors
Illinois
$764K -$81.5K -1,260 -9%
MSAM
339
Moloney Securities Asset Management
Missouri
$756K +$9.76K +151 +1%
LWAC
340
Laurel Wealth Advisors (California)
California
$753K +$379K +5,855 +93%
Bank of New York Mellon
341
Bank of New York Mellon
New York
$747K -$905 -14 -0.1%
TWP
342
TFO Wealth Partners
Ohio
$747K +$3.94K +61 +0.5%
CI
343
CX Institutional
Indiana
$740K -$668K -10,338 -46%
BJL
344
Brighton Jones LLC
Washington
$706K
CIA
345
Choate Investment Advisors
Massachusetts
$699K +$729K +11,274 New
TSWM
346
Tyler-Stone Wealth Management
Ohio
$698K -$25.5K -395 -3%
TAM
347
Townsend Asset Management
North Carolina
$698K +$3.1K +48 +0.4%
CPO
348
Cerity Partners OCIO
New York
$698K +$425K +6,567 +140%
ACM
349
Allred Capital Management
Texas
$658K -$124K -1,924 -15%
CSPIA
350
Cary Street Partners Investment Advisory
Virginia
$655K +$132K +2,038 +24%

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.