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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
CFMC
451
Curbstone Financial Management Corp
New Hampshire
$400K +$383K +5,580 New
CCAL
452
City Center Advisors LLC
Michigan
$399K +$382K +5,568 New
SHA
453
Seneca House Advisors
Virginia
$399K -$1.03K -15 -0.3%
MA
454
Mutual Advisors
Nebraska
$398K +$275 +4 +0.1%
NPFS
455
Novak & Powell Financial Services
Florida
$397K +$69 +1 +0%
SWM
456
Spire Wealth Management
Virginia
$394K -$961 -14 -0.3%
MGIA
457
Moneta Group Investment Advisors
Missouri
$391K -$9.75K -142 -3%
DAS
458
Dynamic Advisor Solutions
Arizona
$385K -$5.84K -85 -2%
MPWS
459
McCarter Private Wealth Services
Massachusetts
$382K +$365K +5,322 New
HWA
460
HCR Wealth Advisors
California
$381K +$14.4K +210 +4%
TVAMP
461
Tennessee Valley Asset Management Partners
Tennessee
$381K -$10.4K -151 -3%
SEM
462
Strategic Equity Management
Arizona
$379K +$363K +5,279 New
PTC
463
Private Trust Company
Ohio
$376K +$56.5K +822 +19%
NEI
464
Northwest & Ethical Investments
Ontario, Canada
$373K
MCCA
465
Mill Creek Capital Advisors
Pennsylvania
$372K
MWM
466
Mission Wealth Management
California
$371K +$355K +5,166 New
CSI
467
Cross Staff Investments
New York
$368K -$37.8K -550 -10%
CFGS
468
Concourse Financial Group Securities
Alabama
$367K +$9.55K +139 +3%
BCP
469
Berkeley Capital Partners
Georgia
$363K +$101K +1,464 +41%
DWM
470
Dakota Wealth Management
Florida
$362K
LWL
471
Leo Wealth LLC
Texas
$359K +$343K +5,001 New
HFA
472
High Falls Advisors
New York
$358K -$67.6K -985 -16%
JCM
473
Jacobi Capital Management
Pennsylvania
$356K +$1.24K +18 +0.4%
MIC
474
Meridian Investment Counsel
California
$355K
IP
475
Investment Partners
Ohio
$355K +$961 +14 +0.3%

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.