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Invesco S&P 500 Low Volatility ETF

684 hedge funds and large institutions have $5.51B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 244 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $1.45M

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

2% more funds holding

Funds holding: 671684 (+13)

3% more capital invested

Capital invested by funds: $5.36B → $5.51B (+$143M)

1% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 242

0.65% more ownership

Funds ownership: 56.26%56.91% (+0.65%)

Holders
684
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.78%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
0.84%
New
54
Increased
244
Reduced
242
Closed
38
Calls
$3.29M
Puts
$1.45M
Net Calls
+$1.84M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
376
Sage Mountain Advisors
Georgia
$596K
AWA
377
Alta Wealth Advisors
Massachusetts
$596K +$103K +1,621 +19%
SWP
378
Summit Wealth Partners
Florida
$595K
HFA
379
High Falls Advisors
New York
$591K +$2.09K +33 +0.3%
RFN
380
Redwood Financial Network
Ohio
$591K +$25.5K +403 +4%
HCMT
381
Highland Capital Management (Tennessee)
Tennessee
$589K -$167K -2,639 -21%
Brown Advisory
382
Brown Advisory
Maryland
$589K +$60.6K +958 +10%
BCWM
383
Bartlett & Co Wealth Management
Ohio
$585K
BC
384
Bartlett & Co
Ohio
$585K
CSPIA
385
Cary Street Partners Investment Advisory
Virginia
$580K -$34.8K -550 -5%
MIM
386
Merrion Investment Management
New Jersey
$578K
SOS
387
Silver Oak Securities
Tennessee
$577K -$1.03M -16,324 -62%
WS
388
Wedbush Securities
California
$563K -$2.53K -40 -0.4%
VA
389
Valmark Advisers
Ohio
$563K
PCM
390
Prelude Capital Management
New York
$560K +$326K +5,151 +114%
RA
391
RFG Advisory
Alabama
$560K +$574K +9,068 New
BFG
392
Berger Financial Group
Minnesota
$558K +$21.8K +345 +4%
WEG
393
World Equity Group
Illinois
$557K +$309K +4,892 +103%
TA
394
TKG Advisors
Indiana
$545K -$246K -3,895 -29%
CBFP
395
Cedar Brook Financial Partners
Ohio
$544K +$12.7K +201 +2%
VVP
396
Venture Visionary Partners
Ohio
$543K +$63 +1 +0%
CWA
397
Clearview Wealth Advisors
Oregon
$537K -$31.7K -501 -5%
RDWM
398
Red Door Wealth Management
Tennessee
$531K
FIA
399
Foundations Investment Advisors
Arizona
$516K +$565K +8,926 New
FIM
400
Freedom Investment Management
Connecticut
$512K -$6.45K -102 -1%

SPLV Hedge Fund Activity: Q3 2022 in Review

684 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2022, worth a combined $5.51B — up 2.7% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPLV positions and 38 closed out — a net gain of 16 holders — while 244 added to existing stakes and 242 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $428M. The largest seller was AdvisorShares Investments, cutting an estimated $45M.

  • 684 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2022, up from 671 in Q2 2022.
  • Funds reported $5.51B of Invesco S&P 500 Low Volatility ETF stock for Q3 2022, up 2.7% quarter-over-quarter.
  • 54 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2022 and 38 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2022 was Balentine LLC, an estimated $428M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2022 was AdvisorShares Investments, an estimated $45M sold.

Based on aggregated 13F filings for Q3 2022.