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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
RIA
451
Regal Investment Advisors
Michigan
$344K +$54.1K +836 +18%
WC
452
Wealth CMT
New Jersey
$342K +$104K +1,613 +41%
Northern Trust
453
Northern Trust
Illinois
$336K -$56K -866 -14%
AWM
454
Apollon Wealth Management
South Carolina
$332K +$24.8K +383 +8%
NB
455
Northwest Bancshares
Pennsylvania
$330K -$30.1K -466 -8%
MIM
456
Moseley Investment Management
Florida
$330K -$453 -7 -0.1%
MCCP
457
Mission Creek Capital Partners
California
$330K
G
458
GenTrust
Florida
$325K
WWM
459
Windsor Wealth Management
Indiana
$324K -$229K -3,537 -41%
GHA
460
GW Henssler & Associates
Georgia
$322K -$9.7K -150 -3%
CFS
461
CRA Financial Services
New Jersey
$322K +$323 +5 +0.1%
Cerity Partners
462
Cerity Partners
New York
$321K +$233K +3,603 +92%
KFGK
463
Keystone Financial Group (Kentucky)
Kentucky
$320K
CW
464
CreativeOne Wealth
Kansas
$320K +$517 +8 +0.2%
BFA
465
Beacon Financial Advisory
Ohio
$319K +$65 +1 +0%
MWM
466
Modera Wealth Management
New Jersey
$317K -$87K -1,346 -21%
CWM
467
Collaborative Wealth Management
Florida
$312K +$325K +5,026 New
AWA
468
Arete Wealth Advisors
Illinois
$310K -$89.3K -1,381 -22%
Lido Advisors
469
Lido Advisors
California
$310K
NSIM
470
North Star Investment Management
Illinois
$310K
MIH
471
Meitav Investment House
Israel
$309K -$9.05K -140 -3%
SCA
472
Snowden Capital Advisors
New York
$309K +$9.7K +150 +3%
CCM
473
Ciovacco Capital Management
Georgia
$308K -$5.11K -79 -2%
PW
474
Peninsula Wealth
California
$305K
ESB
475
Essex Savings Bank
Connecticut
$304K

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.