Invesco S&P 500 Low Volatility ETF
SPLV
690 hedge funds and large institutions have $5.04B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 194 increasing their positions, 314 reducing their positions, and 72 closing their positions.
253% more call options, than puts
Call options by funds: $3.92M | Put options by funds: $1.11M
5% less funds holding
Funds holding: 727 → 690 (-37)
7.98% less ownership
Funds ownership: 75.07% → 67.09% (-8%)
12% less funds holding in top 10
Funds holding in top 10: 26 → 23 (-3)
17% less capital invested
Capital invested by funds: $6.07B → $5.04B (-$1.03B)
33% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 72
38% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 314
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$157M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$155M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$74.3M |
| 4 |
Two Sigma Advisers
New York
|
+$36.8M |
| 5 |
HF
HRT Financial
New York
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$518M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$465M |
| 3 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$342M |
| 4 |
TPI
Trust Point Inc
La Crosse,
Wisconsin
|
-$144M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$55.2M |
SPLV Hedge Fund Activity: Q1 2024 in Review
690 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q1 2024, worth a combined $5.04B — down 17% from $6.07B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of SPLV and 48 opened new positions — a net loss of 24 holders — while 314 trimmed existing stakes and 194 added.
The largest buyer was Global Assets Advisory, adding an estimated $157M. The largest seller was Morgan Stanley, cutting an estimated $518M.
- 690 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q1 2024, down from 727 in Q4 2023.
- Funds reported $5.04B of Invesco S&P 500 Low Volatility ETF stock for Q1 2024, down 17% quarter-over-quarter.
- 48 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q1 2024 and 72 closed out, a net change of -24 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $157M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q1 2024 was Morgan Stanley, an estimated $518M sold.
Based on aggregated 13F filings for Q1 2024.