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Invesco S&P 500 Low Volatility ETF

671 hedge funds and large institutions have $5.36B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 255 increasing their positions, 207 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 57

23% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 207

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1% more funds holding

Funds holding: 662671 (+9)

1% more capital invested

Capital invested by funds: $5.3B → $5.36B (+$68.2M)

0.51% more ownership

Funds ownership: 55.75%56.26% (+0.51%)

66% less call options, than puts

Call options by funds: $6.49M | Put options by funds: $19M

Holders
671
Holders Change
+9
Holders Change %
+1.36%
% of All Funds
11.3%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.66%
New
73
Increased
255
Reduced
207
Closed
57
Calls
$6.49M
Puts
$19M
Net Calls
-$12.5M
Net Calls Change
+$4.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
376
Fifth Third Bancorp
Ohio
$557K +$87.6K +1,355 +18%
GT
377
Glenmede Trust
Pennsylvania
$556K +$67.3K +1,040 +13%
FIM
378
Freedom Investment Management
Connecticut
$555K +$579K +8,952 New
GPA
379
Guerra Pan Advisors
New Jersey
$552K
DWM
380
Darwin Wealth Management
Florida
$538K -$447K -6,906 -45%
HWMA
381
Heritage Wealth Management (Arizona)
Arizona
$537K -$156K -2,414 -22%
AWA
382
Alta Wealth Advisors
Massachusetts
$537K +$197K +3,048 +54%
OIA
383
OneDigital Investment Advisors
Kansas
$531K +$259 +4 +0%
NCM
384
Novare Capital Management
North Carolina
$529K -$82.7K -1,279 -13%
GLLW
385
Graves Light Lenhart Wealth
Virginia
$524K
CWM
386
Cornerstone Wealth Management
Missouri
$518K +$4.46K +69 +0.8%
SHA
387
Seneca House Advisors
Virginia
$516K -$75.1K -1,162 -12%
LFAS
388
Level Four Advisory Services
Texas
$515K
FA
389
Faithward Advisors
Pennsylvania
$515K +$388 +6 +0.1%
CAWM
390
Capital Advisors Wealth Management
Washington
$514K +$159K +2,452 +42%
P
391
&Partners
Tennessee
$512K -$3.23K -50 -0.6%
LWM
392
Ledge Wealth Management
Minnesota
$509K -$43.1K -666 -8%
AWM
393
Axxcess Wealth Management
California
$503K -$1.01M -15,667 -66%
BS
394
Boenning & Scattergood
Pennsylvania
$496K
V
395
Veritable
Delaware
$496K
PA
396
Pinnacle Associates
New York
$496K +$48.6K +752 +10%
RIL
397
Rothschild Investment LLC
Illinois
$494K -$6.47K -100 -1%
PTC
398
Private Trust Company
Ohio
$486K +$507K +7,833 New
DA
399
Detalus Advisors
Missouri
$485K +$13.8K +213 +3%
APA
400
Astoria Portfolio Advisors
New York
$484K +$12.7K +197 +3%

SPLV Hedge Fund Activity: Q2 2022 in Review

671 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2022, worth a combined $5.36B — up 1.3% from $5.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPLV positions and 57 closed out — a net gain of 16 holders — while 255 added to existing stakes and 207 trimmed.

The largest buyer was Dow Chemical Company, opening a new position worth an estimated $259M. The largest seller was Bank of America, cutting an estimated $206M.

  • 671 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2022, up from 662 in Q1 2022.
  • Funds reported $5.36B of Invesco S&P 500 Low Volatility ETF stock for Q2 2022, up 1.3% quarter-over-quarter.
  • 73 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2022 and 57 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2022 was Dow Chemical Company, an estimated $259M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2022 was Bank of America, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2022.