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Invesco S&P 500 Low Volatility ETF

711 hedge funds and large institutions have $4.72B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 234 increasing their positions, 244 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 36

13% more capital invested

Capital invested by funds: $4.17B → $4.72B (+$555M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

4% more funds holding

Funds holding: 685711 (+26)

2.12% more ownership

Funds ownership: 60.31%62.43% (+2.1%)

4% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 244

92% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $23M

Holders
711
Holders Change
+26
Holders Change %
+3.8%
% of All Funds
10.21%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.37%
New
72
Increased
234
Reduced
244
Closed
36
Calls
$1.77M
Puts
$23M
Net Calls
-$21.2M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
376
Rockingstone Advisors
Massachusetts
$598K +$37.1K +540 +7%
Pathstone Holdings
377
Pathstone Holdings
New Jersey
$596K +$137 +2 +0%
MW
378
Marks Wealth
Maryland
$588K +$563K +8,191 New
FA
379
Faithward Advisors
Pennsylvania
$579K +$412 +6 +0.1%
DAM
380
Deltec Asset Management
New York
$574K +$549K +8,000 New
PAG
381
Private Advisory Group
Washington
$572K -$102K -1,487 -16%
QT
382
Quantbot Technologies
New York
$570K +$546K +7,944 New
GFG
383
Goldstone Financial Group
Illinois
$568K +$544K +7,919 New
MCCP
384
Mission Creek Capital Partners
California
$568K +$221K +3,218 +68%
MWA
385
Merkkuri Wealth Advisors
New York
$567K +$2.4K +35 +0.4%
BF
386
BOK Financial
Oklahoma
$566K
EWM
387
EPG Wealth Management
Georgia
$565K +$541K +7,875 New
RFN
388
Redwood Financial Network
Ohio
$562K +$11.7K +171 +2%
RIL
389
Rothschild Investment LLC
Illinois
$560K
VVP
390
Venture Visionary Partners
Ohio
$558K -$116K -1,691 -18%
MWM
391
Modera Wealth Management
New Jersey
$557K
CWM
392
Centurion Wealth Management
Virginia
$556K +$533K +7,755 New
SG
393
StoneX Group
New York
$556K +$74K +1,078 +16%
PIA
394
Panoramic Investment Advisors
Colorado
$552K +$529K +7,699 New
KWA
395
Kingswood Wealth Advisors
California
$552K +$307K +4,468 +138%
BFG
396
Berger Financial Group
Minnesota
$541K -$76.3K -1,111 -13%
AWM
397
Axxcess Wealth Management
California
$537K -$269K -3,921 -34%
OWM
398
OneAscent Wealth Management
Alabama
$530K -$44.8K -653 -8%
ACM
399
AlphaStar Capital Management
North Carolina
$527K +$505K +7,350 New
AFG
400
Albion Financial Group
Utah
$526K +$28.8K +420 +6%

SPLV Hedge Fund Activity: Q3 2024 in Review

711 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2024, worth a combined $4.72B — up 13% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SPLV positions and 36 closed out — a net gain of 36 holders — while 234 added to existing stakes and 244 trimmed.

The largest buyer was Bank of America, adding an estimated $86M. The largest seller was Morgan Stanley, cutting an estimated $75.5M.

  • 711 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2024, up from 685 in Q2 2024.
  • Funds reported $4.72B of Invesco S&P 500 Low Volatility ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 72 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2024 and 36 closed out, a net change of +36 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2024 was Bank of America, an estimated $86M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2024 was Morgan Stanley, an estimated $75.5M sold.

Based on aggregated 13F filings for Q3 2024.