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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
SFA
426
Sequoia Financial Advisors
Ohio
$403K +$8.47K +131 +2%
1WM
427
1900 Wealth Management
Texas
$399K -$32.5K -502 -7%
IWC
428
Integrated Wealth Concepts
Massachusetts
$393K +$70K +1,083 +21%
LMKC
429
L.M. Kohn & Company
Ohio
$390K -$317K -4,906 -44%
TF
430
TLWM Financial
Texas
$387K -$14.5K -225 -4%
AWM
431
Atticus Wealth Management
Florida
$385K -$110K -1,698 -21%
HS
432
Horan Securities
United States
$380K +$404K +6,245 New
AL
433
ACAS LLC
California
$376K -$10K -155 -3%
RBFC
434
Roman Butler Fullerton & Co
Missouri
$376K +$1.49K +23 +0.4%
Comerica Bank
435
Comerica Bank
Texas
$372K +$390K +6,028 New
MWPCG
436
Measured Wealth Private Client Group
New Hampshire
$370K -$170K -2,631 -31%
BFEC
437
Benjamin F. Edwards & Company
Missouri
$368K +$65 +1 +0%
KW
438
KWB Wealth
California
$368K +$384K +5,933 New
CWM
439
Castle Wealth Management
Florida
$368K +$384K +5,938 New
HWA
440
HCR Wealth Advisors
California
$365K -$11.8K -183 -3%
MCM
441
MAI Capital Management
Ohio
$358K -$10.7K -165 -3%
FAT
442
First American Trust
California
$356K -$20K -309 -5%
MCM
443
Maryland Capital Management
Maryland
$355K
LWMG
444
Levy Wealth Management Group
Pennsylvania
$354K +$1.94K +30 +0.5%
JSW
445
Journey Strategic Wealth
New Jersey
$353K
IGWM
446
ICA Group Wealth Management
Colorado
$350K -$5.69K -88 -2%
CIBC World Market
447
CIBC World Market
Ontario, Canada
$345K -$32.2K -498 -8%
SB
448
Strategic Blueprint
Georgia
$345K +$119K +1,846 +50%
PSF
449
Pacific Sun Financial
California
$344K -$12.9K -200 -3%
TCM
450
Tufton Capital Management
Maryland
$344K

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.