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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
MCC
476
Money Concepts Capital
Florida
$303K -$7.1M -109,781 -96%
WA
477
WBH Advisory
Maryland
$302K +$90.4K +1,398 +40%
FHC
478
First Heartland Consultants
Missouri
$300K +$20.7K +320 +7%
RWB
479
RMR Wealth Builders
New Jersey
$299K -$57.4K -887 -16%
SFG
480
StrategIQ Financial Group
Indiana
$296K
SWM
481
SFG Wealth Management
Maryland
$296K +$65 +1 +0%
WEG
482
World Equity Group
Illinois
$294K +$307K +4,747 New
HSA
483
HBK Sorce Advisory
Pennsylvania
$294K -$66.3K -1,026 -18%
DP
484
Divergent Planning
Maryland
$292K
WMA
485
Wealth Management Associates
New Jersey
$290K -$21.1K -326 -7%
DB
486
Dravo Bay
Delaware
$289K +$218K +3,379 +263%
IA
487
IAM Advisory
Pennsylvania
$288K +$300K +4,643 New
FWP
488
Falcon Wealth Planning
California
$286K
PCM
489
Prelude Capital Management
New York
$281K -$1.6M -24,699 -85%
RSWM
490
Robertson Stephens Wealth Management
California
$279K +$3.56K +55 +1%
CG
491
CFO4Life Group
Texas
$278K +$1.49K +23 +0.5%
MHS
492
M Holdings Securities
Oregon
$276K -$2.33K -36 -0.8%
NDSI
493
Newman Dignan & Sheerar Inc
Rhode Island
$275K
APP
494
Avantax Planning Partners
Iowa
$273K
KFS
495
Kaizen Financial Strategies
California
$273K
IP
496
Ignite Planners
California
$271K -$96.1K -1,486 -25%
IP
497
Intellectus Partners
California
$271K +$323 +5 +0.1%
HBW
498
Hazlett, Burt & Watson
West Virginia
$269K +$46.2K +715 +20%
CF
499
Centaurus Financial
California
$269K +$173K +2,679 +161%
Walleye Trading
500
Walleye Trading
New York
$266K +$277K +4,289 New

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.