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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
WAP
401
Wealthcare Advisory Partners
Pennsylvania
$472K +$107K +1,650 +28%
B
402
Bailard
California
$470K
EC
403
Estate Counselors
Wisconsin
$470K
GCA
404
Gradient Capital Advisors
California
$469K -$9.51K -147 -2%
SWA
405
SFMG Wealth Advisors
Texas
$467K
IC
406
Iconiq Capital
California
$465K
KIG
407
Kowal Investment Group
Wisconsin
$465K +$3.49K +54 +0.7%
EFG
408
Everhart Financial Group
Ohio
$464K +$223K +3,449 +86%
CFGS
409
Concourse Financial Group Securities
Alabama
$461K -$201K -3,109 -29%
SG
410
StoneX Group
New York
$454K -$268K -4,149 -36%
BFPW
411
BOK Financial Private Wealth
Colorado
$450K
AGA
412
Arkos Global Advisors
Texas
$437K +$23.8K +368 +6%
CA
413
Clearstead Advisors
Ohio
$434K
SL
414
Salomon & Ludwin
Virginia
$432K +$109K +1,681 +32%
TWC
415
TD Waterhouse Canada
Ontario, Canada
$432K
DBRC
416
D.B. Root & Company
Pennsylvania
$430K -$3.36K -52 -0.7%
SC
417
Solstein Capital
California
$428K +$18.6K +287 +4%
WA
418
Wealth Alliance
New York
$425K +$1.68K +26 +0.4%
PWM
419
Perigon Wealth Management
California
$425K +$19.9K +307 +5%
BFO
420
Biltmore Family Office
North Carolina
$424K -$12.9K -200 -3%
TCOV
421
Trust Company of Vermont
Vermont
$422K
JCM
422
Jacobi Capital Management
Pennsylvania
$419K +$139K +2,154 +47%
CSI
423
Cross Staff Investments
New York
$418K
RB
424
Richmond Brothers
Michigan
$409K -$1.16K -18 -0.3%
SWM
425
Segment Wealth Management
Texas
$408K

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.