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Invesco S&P 500 Low Volatility ETF
SPLV

310 hedge funds and large institutions have $3.53B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 108 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

18% more call options, than puts

Call options by funds: $2M | Put options by funds: $1.69M

6% more capital invested

Capital invested by funds: $3.33B → $3.53B (+$204M)

3% more funds holding

Funds holding: 302 → 310 (+8)

2.65% more ownership

Funds ownership: 47.57% → 50.22% (+2.6%)

0% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 108

13% less funds holding in top 10

Funds holding in top 10: 24 → 21 (-3)

Holders
310
Holders Change
+8
Holders Change %
+2.65%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.52%
New
30
Increased
108
Reduced
108
Closed
19
Calls
$2M
Puts
$1.69M
Net Calls
+$307K
Net Calls Change
+$5.13M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$291M
2
Invesco
Invesco
Georgia
+$11.4M
3
GA
Gateway Advisory
New Jersey
+$3.87M
4
GFPC
Global Financial Private Capital
Florida
+$3M
5
ACM
AlphaStar Capital Management
North Carolina
+$2.24M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$123M
2
MML Investors Services
MML Investors Services
Massachusetts
-$19M
3
NPC
National Planning Corporation
California
-$8.68M
4
JP Morgan Chase
JP Morgan Chase
New York
-$6.92M
5
WIM
Windhaven Investment Management
Massachusetts
-$6.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$15.7M +$366K +8,075 +2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$15.6M +$794K +17,524 +5%
Goldman Sachs
28
Goldman Sachs
New York
$14.9M -$613K -13,526 -4%
NEPWA
29
New England Private Wealth Advisors
Massachusetts
$14.9M -$72.8K -1,606 -0.5%
AG
30
Advisor Group
Arizona
$13.6M +$425K +9,383 +3%
Stifel Financial
31
Stifel Financial
Missouri
$13M -$503K -11,099 -4%
HCM
32
Hollencrest Capital Management
California
$12.9M +$326K +7,188 +3%
FAG
33
Financial Advisory Group
Texas
$12.3M -$544 -12 -0%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$12.1M -$337K -7,430 -3%
HNB
35
Huntington National Bank
Ohio
$11.2M – – –
TFA
36
Transamerica Financial Advisors
Florida
$11.1M +$66.9K +1,477 +0.6%
HighTower Advisors
37
HighTower Advisors
Illinois
$10.9M -$1.06M -23,455 -9%
RIM
38
Rampart Investment Management
Connecticut
$10.4M -$3.41M -75,273 -25%
CAL
39
Capital Advisors Ltd
Ohio
$9.93M +$20.2K +445 +0.2%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$9.74M -$848K -18,704 -8%
UCFA
41
United Capital Financial Advisors
Texas
$9.59M +$152K +3,346 +2%
Citigroup
42
Citigroup
New York
$9.45M +$848K +18,716 +10%
HA
43
Harfst & Associates
Wyoming
$9.39M +$66.8K +1,473 +0.7%
SAM
44
Securian Asset Management
Minnesota
$8.56M – – –
JWM
45
Jacobus Wealth Management
Wisconsin
$8.55M -$204K -4,500 -2%
CS
46
Credit Suisse
Switzerland
$8.53M +$36.9K +815 +0.4%
Nomura Holdings
47
Nomura Holdings
Japan
$7.07M +$444K +9,800 +7%
PCM
48
Peak Capital Management
Colorado
$6.99M +$241K +5,315 +4%
CAAS
49
Capital Asset Advisory Services
Michigan
$6.87M +$192K +4,237 +3%
SEI Investments
50
SEI Investments
Pennsylvania
$6.8M +$515K +11,371 +8%
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SPLV Hedge Fund Activity: Q3 2017 in Review

310 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2017, worth a combined $3.53B — up 6.1% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPLV positions and 19 closed out — a net gain of 11 holders — while 108 added to existing stakes and 108 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $291M. The largest seller was Bank of America, cutting an estimated $123M.

  • 310 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2017, up from 302 in Q2 2017.
  • Funds reported $3.53B of Invesco S&P 500 Low Volatility ETF stock for Q3 2017, up 6.1% quarter-over-quarter.
  • 30 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2017 and 19 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2017 was Morgan Stanley, an estimated $291M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2017 was Bank of America, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2017.