Invesco S&P 500 Low Volatility ETF
SPLV
388 hedge funds and large institutions have $4.08B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 127 increasing their positions, 122 reducing their positions, and 22 closing their positions.
132% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 22
22% more capital invested
Capital invested by funds: $3.33B → $4.08B (+$748M)
14% more funds holding in top 10
Funds holding in top 10: 29 → 33 (+4)
7% more funds holding
Funds holding: 363 → 388 (+25)
1.41% more ownership
Funds ownership: 47.33% → 48.74% (+1.4%)
4% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 122
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.45M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCC
Dow Chemical Company
Midland,
Michigan
|
+$225M |
| 2 |
Morgan Stanley
New York
|
+$83.5M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$64.7M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$28.6M |
| 5 |
AA
Apriem Advisors
Irvine,
California
|
+$22.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$234M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$28M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$27.5M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$18.7M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$15.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWP
401
RWA Wealth Partners
Newton,
Massachusetts
| – | -$73K | -1,543 | Closed |
|
|
PGA
402
Premia Global Advisors
Coral Gables,
Florida
| – | -$67K | -1,478 | Closed |
|
|
GFP
403
Gryphon Financial Partners
Columbus,
Ohio
| – | -$50K | -1,050 | Closed |
|
|
WAM
404
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$35K | -745 | Closed |
|
|
RFM
405
Royal Fund Management
Lady Lake,
Florida
| – | -$26K | -568 | Closed |
|
406
UBS AM
Chicago,
Illinois
| – | -$12.8K | -270 | Closed |
|
|
SMFS
407
Squar Milner Financial Services
Irvine,
California
| – | -$10K | -219 | Closed |
|
|
B
408
Bridgeworth
Birmingham,
Alabama
| – | -$4K | -99 | Closed |
|
409
Fidelity Investments
Boston,
Massachusetts
| – | +$197 | +4 | New |
|
SPLV Hedge Fund Activity: Q3 2018 in Review
388 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2018, worth a combined $4.08B — up 22% from $3.33B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new SPLV positions and 22 closed out — a net gain of 29 holders — while 127 added to existing stakes and 122 trimmed.
The largest buyer was Dow Chemical Company, opening a new position worth an estimated $225M. The largest seller was Bank of America, cutting an estimated $234M.
- 388 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2018, up from 363 in Q2 2018.
- Funds reported $4.08B of Invesco S&P 500 Low Volatility ETF stock for Q3 2018, up 22% quarter-over-quarter.
- 51 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2018 and 22 closed out, a net change of +29 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2018 was Dow Chemical Company, an estimated $225M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2018 was Bank of America, an estimated $234M sold.
Based on aggregated 13F filings for Q3 2018.