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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
MIM
376
Merrion Investment Management
New Jersey
$455K
CWP
377
Curated Wealth Partners
California
$452K +$450K +6,955 New
GLLW
378
Graves Light Lenhart Wealth
Virginia
$451K -$5.05K -78 -1%
WIA
379
Wetzel Investment Advisors
Indiana
$450K +$7.71K +119 +2%
US Bancorp
380
US Bancorp
Minnesota
$449K -$58.8K -908 -12%
AFG
381
Albion Financial Group
Utah
$449K -$53.4K -824 -11%
SQA
382
Simon Quick Advisors
New Jersey
$448K +$2.27K +35 +0.5%
CP
383
Creekside Partners
California
$444K +$443K +6,842 New
BFO
384
Biltmore Family Office
North Carolina
$444K
HIIFS
385
Harel Insurance Investments & Financial Services
Israel
$443K -$5.83M -90,000 -93%
SW
386
Simplicity Wealth
New Jersey
$443K +$236K +3,652 +116%
WIA
387
World Investment Advisors
California
$440K +$189K +2,920 +76%
AGA
388
Arkos Global Advisors
Texas
$436K -$10.4K -161 -2%
SG
389
StoneX Group
New York
$433K -$6.47K -100 -1%
PA
390
Pinnacle Associates
New York
$431K +$65 +1 +0%
TCOV
391
Trust Company of Vermont
Vermont
$431K
HIA
392
HTG Investment Advisors
Connecticut
$429K
SWM
393
Segment Wealth Management
Texas
$428K +$4.14K +64 +1%
FCM
394
Family Capital Management
Michigan
$425K
CG
395
CFO4Life Group
Texas
$417K +$453 +7 +0.1%
WB
396
WesBanco Bank
West Virginia
$415K
HWMA
397
Heritage Wealth Management (Arizona)
Arizona
$409K -$2.72K -42 -0.7%
HFO
398
Heritage Family Offices
Arizona
$409K +$408K +6,296 New
RBFC
399
Roman Butler Fullerton & Co
Missouri
$407K +$1.49K +23 +0.4%
AF
400
Apollon Financial
South Carolina
$406K +$518 +8 +0.1%

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.