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Invesco S&P 500 Low Volatility ETF

685 hedge funds and large institutions have $4.17B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 184 increasing their positions, 294 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $494K

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1% less funds holding

Funds holding: 690685 (-5)

6.77% less ownership

Funds ownership: 67.09%60.31% (-6.8%)

17% less capital invested

Capital invested by funds: $5.04B → $4.17B (-$873M)

37% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 294

Holders
685
Holders Change
-5
Holders Change %
-0.72%
% of All Funds
9.89%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
49
Increased
184
Reduced
294
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PEA
351
Park Edge Advisors
Ohio
$545K +$544K +8,398 New
Brown Advisory
352
Brown Advisory
Maryland
$540K
Pathstone Holdings
353
Pathstone Holdings
New Jersey
$540K +$65 +1 +0%
CWMGP
354
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$533K +$127K +1,967 +32%
TLA
355
Tanglewood Legacy Advisors
Texas
$530K -$18.6K -287 -3%
LA
356
Lane & Associates
New Jersey
$530K -$130K -2,013 -20%
FA
357
Faithward Advisors
Pennsylvania
$524K +$389 +6 +0.1%
OWM
358
OneAscent Wealth Management
Alabama
$523K -$79.2K -1,223 -13%
Kovitz Investment Group Partners
359
Kovitz Investment Group Partners
Illinois
$518K +$194 +3 +0%
BF
360
BOK Financial
Oklahoma
$516K
MWA
361
Merkkuri Wealth Advisors
New York
$511K +$509K +7,866 New
OW
362
Olistico Wealth
Oklahoma
$510K
CAG
363
Compass Advisory Group
New York
$507K -$27.8K -430 -5%
RIL
364
Rothschild Investment LLC
Illinois
$507K
RA
365
Rockingstone Advisors
Massachusetts
$506K
MWM
366
Modera Wealth Management
New Jersey
$504K -$32.4K -500 -6%
TA
367
TKG Advisors
Indiana
$502K -$6.67K -103 -1%
RFN
368
Redwood Financial Network
Ohio
$498K +$4.08K +63 +0.8%
LFAS
369
Level Four Advisory Services
Texas
$493K -$87.8K -1,356 -15%
EP
370
Edgestream Partners
New Jersey
$475K +$144K +2,224 +44%
CB
371
Chris Bulman
California
$469K +$467K +7,218 New
CCM
372
Cox Capital Management
Massachusetts
$469K +$2.59K +40 +0.6%
ECAM
373
East Coast Asset Management
Massachusetts
$467K
BCM
374
BluePointe Capital Management
California
$460K
GPA
375
Guerra Pan Advisors
New Jersey
$455K

SPLV Hedge Fund Activity: Q2 2024 in Review

685 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2024, worth a combined $4.17B — down 17% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPLV positions and 45 closed out — a net gain of 4 holders — while 184 added to existing stakes and 294 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $95M. The largest seller was Dow Chemical Company, exiting entirely with an estimated $263M sold.

  • 685 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2024, down from 690 in Q1 2024.
  • Funds reported $4.17B of Invesco S&P 500 Low Volatility ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 49 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2024 and 45 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2024 was Alaska Permanent Fund, an estimated $95M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2024 was Dow Chemical Company, an estimated $263M sold.

Based on aggregated 13F filings for Q2 2024.