Invesco S&P 500 Low Volatility ETF
SPLV
459 hedge funds and large institutions have $3.87B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 149 increasing their positions, 117 reducing their positions, and 30 closing their positions.
305% more call options, than puts
Call options by funds: $1.42M | Put options by funds: $350K
250% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 30
48% more funds holding in top 10
Funds holding in top 10: 33 → 49 (+16)
27% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 117
18% more funds holding
Funds holding: 388 → 459 (+71)
0.78% less ownership
Funds ownership: 48.74% → 47.96% (-0.78%)
5% less capital invested
Capital invested by funds: $4.08B → $3.87B (-$210M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$346M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$72.8M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$51.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$50.8M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$40.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$225M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$213M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$63.8M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$36.7M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$27M |
SPLV Hedge Fund Activity: Q4 2018 in Review
459 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q4 2018, worth a combined $3.87B — down 5.1% from $4.08B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new SPLV positions and 30 closed out — a net gain of 75 holders — while 149 added to existing stakes and 117 trimmed.
The largest buyer was Gradient Investments, adding an estimated $346M. The largest seller was Morgan Stanley, cutting an estimated $225M.
- 459 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q4 2018, up from 388 in Q3 2018.
- Funds reported $3.87B of Invesco S&P 500 Low Volatility ETF stock for Q4 2018, down 5.1% quarter-over-quarter.
- 105 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q4 2018 and 30 closed out, a net change of +75 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q4 2018 was Gradient Investments, an estimated $346M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q4 2018 was Morgan Stanley, an estimated $225M sold.
Based on aggregated 13F filings for Q4 2018.