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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
MFBTD
351
MB Financial Bank - Trust Department
Illinois
$20K
RFA
352
Reilly Financial Advisors
California
$20K
VFA
353
Valeo Financial Advisors
Indiana
$20K
WOC
354
West Oak Capital
California
$19.8K
NSB
355
Norway Savings Bank
Maine
$18K
EWM
356
Elmwood Wealth Management
California
$17.1K
AF
357
Allworth Financial
California
$16K
KJWM
358
Kiley Juergens Wealth Management
Washington
$16K
BWA
359
BDO Wealth Advisors
Florida
$15K
OAJ
360
Ogorek Anthony Joseph
New York
$15K
WT
361
Whittier Trust
California
$15K
WSTAM
362
Wilbanks Smith & Thomas Asset Management
Virginia
$15K +$14.8K +300 New
AIM
363
Anchor Investment Management
South Carolina
$14.9K
LGWM
364
Litman Gregory Wealth Management
California
$14K +$13.7K +278 New
RMC
365
Resources Management Corp
Connecticut
$14K +$14.3K +290 New
JFGIW
366
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K
SIS
367
Sound Income Strategies
Florida
$13K
EK
368
Evensky & Katz
Florida
$13K +$49 +1 +0.4%
VCM
369
Vigilant Capital Management
Maine
$12K
SIM
370
Sonora Investment Management
Arizona
$12K +$11.8K +241 New
QAM
371
QCI Asset Management
New York
$11K +$11.1K +225 New
Deutsche Bank
372
Deutsche Bank
Germany
$10K
SWMG
373
Signature Wealth Management Group
Georgia
$10K
TDC
374
Thompson Davis & Co
Virginia
$10K +$934 +19 +10%
TC
375
Truvestments Capital
Florida
$8K +$7.57K +154 New

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.