Invesco S&P 500 Low Volatility ETF
SPLV
712 hedge funds and large institutions have $5.62B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 205 increasing their positions, 298 reducing their positions, and 81 closing their positions.
277% more call options, than puts
Call options by funds: $42M | Put options by funds: $11.1M
0.05% more ownership
Funds ownership: 59.57% → 59.62% (+0.05%)
5% less funds holding
Funds holding: 746 → 712 (-34)
14% less funds holding in top 10
Funds holding in top 10: 44 → 38 (-6)
18% less capital invested
Capital invested by funds: $6.87B → $5.62B (-$1.24B)
20% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 81
31% less repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 298
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCC
Dow Chemical Company
Midland,
Michigan
|
+$63.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$40.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$25.3M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$20.3M |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$161M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$107M |
| 3 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$82M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$40.7M |
| 5 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
-$39.6M |
SPLV Hedge Fund Activity: Q1 2023 in Review
712 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q1 2023, worth a combined $5.62B — down 18% from $6.87B a quarter earlier.
Sellers outnumbered buyers: 81 funds closed out of SPLV and 65 opened new positions — a net loss of 16 holders — while 298 trimmed existing stakes and 205 added.
The largest buyer was Dow Chemical Company, adding an estimated $63.6M. The largest seller was LPL Financial, cutting an estimated $161M.
- 712 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q1 2023, down from 746 in Q4 2022.
- Funds reported $5.62B of Invesco S&P 500 Low Volatility ETF stock for Q1 2023, down 18% quarter-over-quarter.
- 65 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q1 2023 and 81 closed out, a net change of -16 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q1 2023 was Dow Chemical Company, an estimated $63.6M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q1 2023 was LPL Financial, an estimated $161M sold.
Based on aggregated 13F filings for Q1 2023.