Invesco S&P 500 Low Volatility ETF
SPLV
522 hedge funds and large institutions have $5.99B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 208 increasing their positions, 147 reducing their positions, and 38 closing their positions.
97% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 38
41% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 147
22% more funds holding in top 10
Funds holding in top 10: 50 → 61 (+11)
14% more capital invested
Capital invested by funds: $5.25B → $5.99B (+$743M)
6% more funds holding
Funds holding: 492 → 522 (+30)
0.42% less ownership
Funds ownership: 52.11% → 51.69% (-0.42%)
61% less call options, than puts
Call options by funds: $6.96M | Put options by funds: $18M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$62.2M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$50.6M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$48.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$38M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$32.6M |
| 2 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$28.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$22.1M |
| 4 |
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
-$20.6M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$19.9M |
SPLV Hedge Fund Activity: Q2 2019 in Review
522 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2019, worth a combined $5.99B — up 14% from $5.25B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new SPLV positions and 38 closed out — a net gain of 37 holders — while 208 added to existing stakes and 147 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $62.2M. The largest seller was Brinker Capital Investments, cutting an estimated $32.6M.
- 522 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2019, up from 492 in Q1 2019.
- Funds reported $5.99B of Invesco S&P 500 Low Volatility ETF stock for Q2 2019, up 14% quarter-over-quarter.
- 75 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2019 and 38 closed out, a net change of +37 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2019 was Morgan Stanley, an estimated $62.2M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2019 was Brinker Capital Investments, an estimated $32.6M sold.
Based on aggregated 13F filings for Q2 2019.