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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
ECAM
401
East Coast Asset Management
Massachusetts
$516K
BCM
402
BluePointe Capital Management
California
$508K
GPA
403
Guerra Pan Advisors
New Jersey
$503K
MIM
404
Merrion Investment Management
New Jersey
$502K
GLLW
405
Graves Light Lenhart Wealth
Virginia
$502K
SPWM
406
Schrum Private Wealth Management
Florida
$498K +$235K +3,415 +97%
SQA
407
Simon Quick Advisors
New Jersey
$497K +$2.2K +32 +0.5%
CB
408
Chris Bulman
California
$496K -$20.5K -298 -4%
CP
409
Creekside Partners
California
$491K
BFO
410
Biltmore Family Office
North Carolina
$491K
OW
411
Olistico Wealth
Oklahoma
$490K -$70.2K -1,022 -13%
Kovitz Investment Group Partners
412
Kovitz Investment Group Partners
Illinois
$483K +$82.5K +1,202 +15%
CWP
413
Curated Wealth Partners
California
$479K -$19.2K -280 -4%
TCOV
414
Trust Company of Vermont
Vermont
$476K
HIA
415
HTG Investment Advisors
Connecticut
$474K
LLWM
416
Life Line Wealth Management
California
$472K -$25.6M -372,292 -98%
FCM
417
Family Capital Management
Michigan
$470K
CAG
418
Compass Advisory Group
New York
$465K -$90.9K -1,324 -17%
WIA
419
Wetzel Investment Advisors
Indiana
$462K -$26.7K -389 -6%
SWM
420
Segment Wealth Management
Texas
$461K -$10.6K -154 -2%
CG
421
CFO4Life Group
Texas
$461K +$481 +7 +0.1%
WB
422
WesBanco Bank
West Virginia
$458K
PA
423
Pinnacle Associates
New York
$458K +$46K +670 +10%
PFT
424
Providence First Trust
Arizona
$457K +$34.3K +500 +9%
US Bancorp
425
US Bancorp
Minnesota
$454K -$40.2K -586 -8%

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.