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Invesco S&P 500 Low Volatility ETF

671 hedge funds and large institutions have $5.36B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 255 increasing their positions, 207 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 57

23% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 207

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1% more funds holding

Funds holding: 662671 (+9)

1% more capital invested

Capital invested by funds: $5.3B → $5.36B (+$68.2M)

0.51% more ownership

Funds ownership: 55.75%56.26% (+0.51%)

66% less call options, than puts

Call options by funds: $6.49M | Put options by funds: $19M

Holders
671
Holders Change
+9
Holders Change %
+1.36%
% of All Funds
11.3%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.66%
New
73
Increased
255
Reduced
207
Closed
57
Calls
$6.49M
Puts
$19M
Net Calls
-$12.5M
Net Calls Change
+$4.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$37.3M -$2.55M -39,386 -6%
HFS
27
Hantz Financial Services
Michigan
$36.3M -$529K -8,179 -1%
PAG
28
Private Advisor Group
New Jersey
$33.1M +$9.67M +149,485 +39%
RJA
29
Raymond James & Associates
Florida
$31.7M +$4.11M +63,592 +14%
NEPWA
30
New England Private Wealth Advisors
Massachusetts
$29.2M -$3.94K -61 -0%
GF
31
Genworth Financial
Virginia
$27.2M
AWM
32
Affinity Wealth Management
Delaware
$25.6M +$26.7M +413,060 New
Mariner
33
Mariner
Kansas
$25.5M +$1.53M +23,707 +6%
ACM
34
Armbruster Capital Management
New York
$25.1M -$564K -8,726 -2%
OCM
35
One Capital Management
California
$25.1M +$24.7M +382,703 +1,750%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$24.1M -$925K -14,307 -4%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.5M +$850K +13,148 +4%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$23M +$345K +5,342 +1%
BMM
39
Berkshire Money Management
Massachusetts
$22.9M -$5.24M -81,043 -18%
PI
40
PFS Investments
Georgia
$22.5M -$57.7M -892,242 -71%
SBL
41
Sargent Bickham Lagudis
Colorado
$20.8M -$17.5K -270 -0.1%
Stifel Financial
42
Stifel Financial
Missouri
$20.4M -$1.18M -18,184 -5%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$19.9M +$1.51M +23,417 +8%
PFS
44
Prospera Financial Services
Texas
$19.3M -$11.7M -180,820 -37%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$17.6M +$14.6M +225,700 +385%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$16.3M +$7.81M +120,744 +85%
MML Investors Services
47
MML Investors Services
Massachusetts
$16.1M +$3.92M +60,582 +31%
JP Morgan Chase
48
JP Morgan Chase
New York
$15.9M +$11.4M +176,656 +223%
JWA
49
JFS Wealth Advisors
Pennsylvania
$15.6M +$411K +6,351 +3%
FNBT
50
FineMark National Bank & Trust
Florida
$15.2M -$477K -7,377 -3%

SPLV Hedge Fund Activity: Q2 2022 in Review

671 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2022, worth a combined $5.36B — up 1.3% from $5.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPLV positions and 57 closed out — a net gain of 16 holders — while 255 added to existing stakes and 207 trimmed.

The largest buyer was Dow Chemical Company, opening a new position worth an estimated $259M. The largest seller was Bank of America, cutting an estimated $206M.

  • 671 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2022, up from 662 in Q1 2022.
  • Funds reported $5.36B of Invesco S&P 500 Low Volatility ETF stock for Q2 2022, up 1.3% quarter-over-quarter.
  • 73 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2022 and 57 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2022 was Dow Chemical Company, an estimated $259M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2022 was Bank of America, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2022.