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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
BlackRock
326
BlackRock
New York
$807K
SWM
327
SeaCrest Wealth Management
New York
$807K -$20.6K -300 -3%
MSAM
328
Moloney Securities Asset Management
Missouri
$805K
CAM
329
Clark Asset Management
New Hampshire
$803K
ADL
330
Asset Dedication LLC
California
$801K
MFG
331
Magnus Financial Group
New York
$779K -$8.86K -129 -1%
BFC
332
Bedel Financial Consulting
Indiana
$766K +$206 +3 +0%
ACM
333
Allred Capital Management
Texas
$758K +$1.03K +15 +0.1%
SPC
334
Sigma Planning Corp
Michigan
$757K -$11.7K -171 -2%
WF
335
Warner Financial
Maryland
$750K
SM
336
Sensible Money
Arizona
$750K
WIA
337
World Investment Advisors
California
$750K +$252K +3,670 +54%
IFPG
338
Intrepid Financial Planning Group
Indiana
$746K -$29.5K -430 -4%
BCWM
339
Bartlett & Co Wealth Management
Ohio
$740K -$23.7K -345 -3%
IA
340
IFP Advisors
Florida
$734K +$457K +6,648 +185%
SEIA
341
Signature Estate & Investment Advisors
California
$729K -$21.1K -307 -3%
FWA
342
FSC Wealth Advisors
New York
$725K +$694K +10,106 New
TA
343
TFG Advisers
Michigan
$722K -$19.9K -290 -3%
RA
344
RFG Advisory
Alabama
$720K +$11.9K +173 +2%
YC
345
Yarbrough Capital
Tennessee
$717K
BKA
346
Brick & Kyle Associates
Pennsylvania
$716K -$106K -1,542 -13%
GWM
347
Gray Wealth Management
Maine
$714K
KFGK
348
Keystone Financial Group (Kentucky)
Kentucky
$713K +$683K +9,940 New
GL
349
Graypoint LLC
New York
$709K -$14.1K -205 -2%
WFA
350
Wellspring Financial Advisors
Ohio
$707K +$3.02K +44 +0.4%

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.