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Invesco S&P 500 Low Volatility ETF
SPLV

142 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Low Volatility ETF in 2013 Q2 according to their latest regulatory filings, with 142 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.96% more ownership

Funds ownership: 0% → 42.96% (+43%)

100% less call options, than puts

Call options by funds: $392K | Put options by funds: $198M

Holders
142
Holders Change
+142
Holders Change %
–
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
% of All Funds
0.36%
New
142
Increased
–
Reduced
–
Closed
–
Calls
$392K
Puts
$198M
Net Calls
-$198M
Net Calls Change
-$198M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
26
Jacobus Wealth Management
Wisconsin
$7.9M +$8.01M +253,910 New
NEPWA
27
New England Private Wealth Advisors
Massachusetts
$7.85M +$7.96M +252,265 New
Ameriprise
28
Ameriprise
Minnesota
$7.71M +$7.81M +247,728 New
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$7.53M +$7.63M +241,779 New
SC
30
SouthState Corp
Florida
$7.51M +$7.62M +241,495 New
CS
31
Credit Suisse
Switzerland
$7.44M +$7.54M +238,983 New
NFG
32
Nadler Financial Group
Illinois
$7.17M +$7.27M +230,524 New
FAG
33
Financial Advisory Group
Texas
$6.82M +$6.91M +219,036 New
AIG
34
American International Group
New York
$6.24M +$6.32M +200,469 New
MFS
35
MSI Financial Services
Massachusetts
$5.37M +$5.44M +172,447 New
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$5.36M +$5.43M +172,239 New
IH
37
IFC Holdings
Florida
$5.14M +$5.2M +164,998 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$4.99M +$5.05M +160,188 New
SG Americas Securities
39
SG Americas Securities
New York
$4.87M +$4.94M +156,501 New
B
40
Baird
Wisconsin
$4.58M +$4.64M +147,071 New
BPB
41
Badgley, Phelps & Bell
Washington
$3.98M +$4.04M +128,043 New
NYLIM
42
New York Life Investment Management
New York
$3.85M +$3.9M +123,772 New
William Blair & Company
43
William Blair & Company
Illinois
$3.46M +$3.51M +111,349 New
PI
44
Placemark Investments
Illinois
$3.36M +$3.41M +108,075 New
NPC
45
National Planning Corporation
California
$3.22M +$3.26M +103,363 New
JWA
46
JFS Wealth Advisors
Pennsylvania
$3.03M +$3.07M +97,229 New
HighTower Advisors
47
HighTower Advisors
Illinois
$2.96M +$3M +95,048 New
JP Morgan Chase
48
JP Morgan Chase
New York
$2.78M +$2.82M +89,364 New
PFS
49
Prospera Financial Services
Texas
$2.69M +$2.73M +86,671 New
SNC
50
Stifel Nicolaus & Co
Missouri
$2.54M +$2.57M +81,470 New
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SPLV Hedge Fund Activity: Q2 2013 in Review

142 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2013, worth a combined $1.92B.

Buyers outnumbered sellers: 142 funds opened new SPLV positions and 0 closed out — a net gain of 142 holders — while 0 added to existing stakes and 0 trimmed.

  • 142 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.92B of Invesco S&P 500 Low Volatility ETF stock for Q2 2013.
  • 142 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2013 and 0 closed out, a net change of +142 holders.

Based on aggregated 13F filings for Q2 2013.