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Invesco S&P 500 Low Volatility ETF

584 hedge funds and large institutions have $4.22B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 155 increasing their positions, 239 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 41

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

0% more funds holding

Funds holding: 584584 (0)

5% less capital invested

Capital invested by funds: $4.42B → $4.22B (-$206M)

1.1% less ownership

Funds ownership: 56.05%54.95% (-1.1%)

26% less call options, than puts

Call options by funds: $2.54M | Put options by funds: $3.42M

35% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 239

Holders
584
Holders Change
Holders Change %
0%
% of All Funds
10.22%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.47%
New
52
Increased
155
Reduced
239
Closed
41
Calls
$2.54M
Puts
$3.42M
Net Calls
-$880K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
451
Front Row Advisors
California
$163K
KTC
452
Kistler-Tiffany Companies
Pennsylvania
$163K
FPFS
453
First Personal Financial Services
North Carolina
$161K -$17.7K -280 -10%
ME
454
McIlrath & Eck
Washington
$161K -$8.01K -127 -5%
AIM
455
Anchor Investment Management
South Carolina
$161K
WBC
456
West Branch Capital
Massachusetts
$160K
PCG
457
Private Capital Group
Connecticut
$155K
BW
458
Bison Wealth
Georgia
$149K -$6.24K -99 -4%
TFGT
459
TS Financial Group (TSFG)
Illinois
$149K
EVM
460
Eaton Vance Management
Massachusetts
$147K
CAL
461
Capital Analysts LLC
Pennsylvania
$147K +$630 +10 +0.4%
NL
462
NVWM LLC
Pennsylvania
$145K
CF
463
Centaurus Financial
California
$145K +$23.3K +369 +18%
RDFA
464
Ritter Daniher Financial Advisory
Ohio
$140K +$145K +2,305 New
WTC
465
WhitTier Trust Company
Nevada
$137K
TFS
466
TrustCore Financial Services
Tennessee
$136K +$126 +2 +0.1%
GRP
467
Global Retirement Partners
California
$134K +$63K +1,000 +83%
AIC
468
Archer Investment Corporation
Indiana
$133K +$138K +2,183 New
GTAM
469
Global Trust Asset Management
Florida
$130K +$120K +1,904 +842%
APWA
470
Atlas Private Wealth Advisors
New Jersey
$128K -$12K -190 -8%
PWM
471
Provident Wealth Management
Tennessee
$128K -$4.35K -69 -3%
GEA
472
Glen Eagle Advisors
New Jersey
$127K +$315 +5 +0.2%
ACA
473
Aptus Capital Advisors
Alabama
$127K +$5.36K +85 +4%
MAWCM
474
Mine & Arao Wealth Creation & Management
California
$118K
HA
475
Herold Advisors
New York
$115K +$120K +1,900 New

SPLV Hedge Fund Activity: Q3 2021 in Review

584 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2021, worth a combined $4.22B — down 4.7% from $4.42B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SPLV positions and 41 closed out — a net gain of 11 holders — while 155 added to existing stakes and 239 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $68.7M. The largest seller was Bank of America, cutting an estimated $188M.

  • 584 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $4.22B of Invesco S&P 500 Low Volatility ETF stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 52 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2021 and 41 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2021 was HSBC Holdings, an estimated $68.7M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2021 was Bank of America, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2021.