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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
CI
326
CX Institutional
Indiana
$859K +$185K +2,930 +25%
APWA
327
Atlas Private Wealth Advisors
New Jersey
$852K +$2.72K +43 +0.3%
VWA
328
V Wealth Advisors
Kansas
$838K -$29.6K -468 -3%
TFA
329
Teamwork Financial Advisors
Texas
$827K -$19.6K -310 -2%
CCA
330
Clearwater Capital Advisors
Illinois
$826K +$2.28K +36 +0.3%
TA
331
TFG Advisers
Michigan
$810K +$9.36K +148 +1%
RIA
332
Realta Investment Advisors
Delaware
$804K -$56K -886 -6%
OPS
333
Orion Portfolio Solutions
Nebraska
$799K +$644K +10,183 +280%
AF
334
Advisornet Financial
Minnesota
$797K -$31.1K -491 -3%
MFG
335
Merit Financial Group
Georgia
$797K -$27.8K -439 -3%
SFG
336
Socha Financial Group
New York
$788K
BF
337
BOK Financial
Oklahoma
$787K +$55.8K +882 +7%
PIMG
338
Patriot Investment Management Group
Tennessee
$786K +$2.15K +34 +0.3%
DC
339
Diametric Capital
Massachusetts
$785K +$858K +13,566 New
KCM
340
Kendall Capital Management
Maryland
$781K -$94.9K -1,500 -10%
IA
341
Insight Advisors
Pennsylvania
$776K -$88.9K -1,406 -9%
GFS
342
GYL Financial Synergies
Connecticut
$768K -$80.8K -1,277 -9%
BKA
343
Brick & Kyle Associates
Pennsylvania
$767K +$22.5K +355 +3%
SQA
344
Simon Quick Advisors
New Jersey
$761K +$833K +13,164 New
SC
345
SouthState Corp
Florida
$760K -$82.7K -1,308 -9%
JEST
346
JTC Employer Solutions Trustee
Jersey
$752K
WP
347
WealthSpring Partners
California
$738K +$808K +12,770 New
IP
348
Investment Partners
Ohio
$734K +$550K +8,695 +217%
EWM
349
Empirical Wealth Management
Washington
$732K -$101K -1,600 -11%
Wolverine Trading
350
Wolverine Trading
Illinois
$729K +$786K +12,434 New

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.