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Invesco S&P 500 Low Volatility ETF

711 hedge funds and large institutions have $4.72B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 234 increasing their positions, 244 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 36

13% more capital invested

Capital invested by funds: $4.17B → $4.72B (+$555M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

4% more funds holding

Funds holding: 685711 (+26)

2.12% more ownership

Funds ownership: 60.31%62.43% (+2.1%)

4% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 244

92% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $23M

Holders
711
Holders Change
+26
Holders Change %
+3.8%
% of All Funds
10.21%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.37%
New
72
Increased
234
Reduced
244
Closed
36
Calls
$1.77M
Puts
$23M
Net Calls
-$21.2M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
26
New England Private Wealth Advisors
Massachusetts
$26.8M +$322K +4,684 +1%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.3M -$943K -13,724 -4%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$26.2M -$462K -6,732 -2%
RJA
29
Raymond James & Associates
Florida
$26.1M +$1.78M +25,902 +8%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$25.8M +$5.09M +74,088 +26%
PAG
31
Private Advisor Group
New Jersey
$24.5M +$421K +6,130 +2%
HFS
32
Hantz Financial Services
Michigan
$24.1M -$1.69M -24,542 -7%
SEI Investments
33
SEI Investments
Pennsylvania
$24.1M -$7.97M -116,090 -26%
LMIM
34
Lockheed Martin Investment Management
Maryland
$23.6M +$4.83M +70,300 +27%
SC
35
Sykon Capital
New York
$23.5M +$16.8M +245,351 +298%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$23.5M -$742K -10,804 -3%
CCMG
37
Clark Capital Management Group
Pennsylvania
$22.4M +$21.4M +312,186 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$22M -$120K -1,744 -0.6%
PPA
39
Painted Porch Advisors
California
$19.7M +$370K +5,394 +2%
Lido Advisors
40
Lido Advisors
California
$18.3M -$2.11M -30,702 -11%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$18.2M +$13.6M +197,981 +351%
PFS
42
Prospera Financial Services
Texas
$17.5M -$1.56M -22,767 -9%
Stifel Financial
43
Stifel Financial
Missouri
$16.8M +$278K +4,055 +2%
FNBT
44
FineMark National Bank & Trust
Florida
$16.8M +$338K +4,922 +2%
VWM
45
Vigilare Wealth Management
Arizona
$15.8M +$3.67M +53,449 +32%
NA
46
NewEdge Advisors
Louisiana
$15.6M +$14.2K +207 +0.1%
CIAS
47
Capital Investment Advisory Services
North Carolina
$15.5M +$8.59M +125,145 +138%
JP Morgan Chase
48
JP Morgan Chase
New York
$15.2M -$7.67M -111,742 -35%
GM
49
GeoWealth Management
Illinois
$14.2M +$13.2M +192,711 +4,158%
CAL
50
Capital Advisors Ltd
Ohio
$13.9M -$368K -5,354 -3%

SPLV Hedge Fund Activity: Q3 2024 in Review

711 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2024, worth a combined $4.72B — up 13% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SPLV positions and 36 closed out — a net gain of 36 holders — while 234 added to existing stakes and 244 trimmed.

The largest buyer was Bank of America, adding an estimated $86M. The largest seller was Morgan Stanley, cutting an estimated $75.5M.

  • 711 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2024, up from 685 in Q2 2024.
  • Funds reported $4.72B of Invesco S&P 500 Low Volatility ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 72 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2024 and 36 closed out, a net change of +36 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2024 was Bank of America, an estimated $86M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2024 was Morgan Stanley, an estimated $75.5M sold.

Based on aggregated 13F filings for Q3 2024.