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Invesco S&P 500 Low Volatility ETF

684 hedge funds and large institutions have $5.51B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 244 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $1.45M

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

2% more funds holding

Funds holding: 671684 (+13)

3% more capital invested

Capital invested by funds: $5.36B → $5.51B (+$143M)

1% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 242

0.65% more ownership

Funds ownership: 56.26%56.91% (+0.65%)

Holders
684
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.78%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
0.84%
New
54
Increased
244
Reduced
242
Closed
38
Calls
$3.29M
Puts
$1.45M
Net Calls
+$1.84M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LMKC
451
L.M. Kohn & Company
Ohio
$391K +$30.9K +488 +8%
CSI
452
Cross Staff Investments
New York
$389K
AWM
453
Atticus Wealth Management
Florida
$385K
SWM
454
Segment Wealth Management
Texas
$383K +$2.85K +45 +0.7%
PWM
455
Perigon Wealth Management
California
$382K -$16.4K -260 -4%
RB
456
Richmond Brothers
Michigan
$378K
MA
457
Mutual Advisors
Nebraska
$369K +$403K +6,379 New
Wealthfront Advisers
458
Wealthfront Advisers
California
$366K +$137K +2,172 +52%
ACM
459
AlphaStar Capital Management
North Carolina
$363K -$1.27M -20,070 -76%
RBFC
460
Roman Butler Fullerton & Co
Missouri
$350K -$885 -14 -0.2%
RBC
461
Romano Brothers & Co
Illinois
$350K +$383K +6,050 New
MIH
462
Meitav Investment House
Israel
$345K +$59.5K +940 +19%
DB
463
Dravo Bay
Delaware
$345K +$82.3K +1,301 +28%
CWM
464
Castle Wealth Management
Florida
$343K
HWA
465
HCR Wealth Advisors
California
$341K +$63 +1 +0%
MCM
466
Maryland Capital Management
Maryland
$331K
FAT
467
First American Trust
California
$330K -$2.53K -40 -0.7%
JSW
468
Journey Strategic Wealth
New Jersey
$330K
PSF
469
Pacific Sun Financial
California
$329K +$9.49K +150 +3%
1WM
470
1900 Wealth Management
Texas
$328K -$48.1K -761 -12%
Cerity Partners
471
Cerity Partners
New York
$325K -$121K -1,920 -25%
MCM
472
MAI Capital Management
Ohio
$325K -$10.1K -160 -3%
RIA
473
Regal Investment Advisors
Michigan
$323K +$1.9K +30 +0.5%
LWM
474
Ledge Wealth Management
Minnesota
$321K -$168K -2,660 -32%
CIBC World Market
475
CIBC World Market
Ontario, Canada
$321K

SPLV Hedge Fund Activity: Q3 2022 in Review

684 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2022, worth a combined $5.51B — up 2.7% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPLV positions and 38 closed out — a net gain of 16 holders — while 244 added to existing stakes and 242 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $428M. The largest seller was AdvisorShares Investments, cutting an estimated $45M.

  • 684 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2022, up from 671 in Q2 2022.
  • Funds reported $5.51B of Invesco S&P 500 Low Volatility ETF stock for Q3 2022, up 2.7% quarter-over-quarter.
  • 54 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2022 and 38 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2022 was Balentine LLC, an estimated $428M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2022 was AdvisorShares Investments, an estimated $45M sold.

Based on aggregated 13F filings for Q3 2022.