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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
RBFC
426
Roman Butler Fullerton & Co
Missouri
$454K +$1.03K +15 +0.2%
AF
427
Apollon Financial
South Carolina
$449K +$549 +8 +0.1%
MG
428
Mather Group
Illinois
$447K -$331K -4,825 -44%
SCA
429
Snowden Capital Advisors
New York
$447K
KCM
430
Kendall Capital Management
Maryland
$445K
FA
431
Flagstar Advisors
New York
$444K +$206 +3 +0%
NFA
432
Northwest Financial Advisors
Virginia
$443K
TF
433
TLWM Financial
Texas
$442K
Fifth Third Bancorp
434
Fifth Third Bancorp
Ohio
$441K +$126K +1,835 +43%
GCA
435
Gradient Capital Advisors
California
$440K
HFO
436
Heritage Family Offices
Arizona
$433K -$17.9K -261 -4%
TLA
437
Tanglewood Legacy Advisors
Texas
$431K -$148K -2,152 -26%
NS
438
NBC Securities
Alabama
$431K +$206 +3 +0%
WA
439
WBH Advisory
Maryland
$430K +$52K +757 +14%
FAM
440
Flaharty Asset Management
Florida
$425K
RBC
441
Romano Brothers & Co
Illinois
$420K
AL
442
Aspiriant LLC
California
$413K
Northern Trust
443
Northern Trust
Illinois
$413K -$215K -3,137 -35%
VA
444
Valmark Advisers
Ohio
$412K -$15K -219 -4%
DWM
445
Darwin Wealth Management
Florida
$409K +$824 +12 +0.2%
PSF
446
Pacific Sun Financial
California
$407K -$10.3K -150 -3%
SF
447
Summit Financial
New Jersey
$406K -$28.2K -411 -7%
Neuberger Berman Group
448
Neuberger Berman Group
New York
$405K +$388K +5,650 New
GVAG
449
Great Valley Advisor Group
Delaware
$405K -$38K -554 -9%
WMA
450
Wealth Management Associates
New Jersey
$403K +$48.3K +704 +14%

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.