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Invesco S&P 500 Low Volatility ETF

684 hedge funds and large institutions have $5.51B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 244 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $1.45M

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

2% more funds holding

Funds holding: 671684 (+13)

3% more capital invested

Capital invested by funds: $5.36B → $5.51B (+$143M)

1% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 242

0.65% more ownership

Funds ownership: 56.26%56.91% (+0.65%)

Holders
684
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.78%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
0.84%
New
54
Increased
244
Reduced
242
Closed
38
Calls
$3.29M
Puts
$1.45M
Net Calls
+$1.84M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
476
Tufton Capital Management
Maryland
$320K
Barclays
477
Barclays
United Kingdom
$320K +$350K +5,539 New
KFGK
478
Keystone Financial Group (Kentucky)
Kentucky
$316K +$18.7K +296 +6%
ARC
479
Advisor Resource Council
Texas
$313K -$315K -4,986 -48%
WCG
480
Weaver Consulting Group
California
$313K -$235K -3,716 -41%
HSA
481
HBK Sorce Advisory
Pennsylvania
$313K +$41.8K +661 +14%
LWMG
482
Levy Wealth Management Group
Pennsylvania
$311K -$20.7K -328 -6%
CW
483
CreativeOne Wealth
Kansas
$311K +$13.7K +216 +4%
AWM
484
Apollon Wealth Management
South Carolina
$310K
MCCP
485
Mission Creek Capital Partners
California
$308K
MIM
486
Moseley Investment Management
Florida
$306K -$1.26K -20 -0.4%
MPW
487
MGO Private Wealth
California
$305K +$333K +5,267 New
G
488
GenTrust
Florida
$303K
IGWM
489
ICA Group Wealth Management
Colorado
$302K -$1.2K -19 -0.4%
GHA
490
GW Henssler & Associates
Georgia
$300K -$63 -1 -0%
SFA
491
Sequoia Financial Advisors
Ohio
$298K -$85.3K -1,348 -21%
BFA
492
Beacon Financial Advisory
Ohio
$298K +$379 +6 +0.1%
WA
493
WBH Advisory
Maryland
$298K +$18.2K +288 +6%
LI
494
LMCG Investments
Massachusetts
$298K +$104K +1,646 +47%
WWM
495
Windsor Wealth Management
Indiana
$297K
MWM
496
Modera Wealth Management
New Jersey
$296K
HS
497
Horan Securities
United States
$291K -$77.2K -1,221 -20%
NB
498
Northwest Bancshares
Pennsylvania
$290K -$18.9K -299 -6%
CIA
499
Choate Investment Advisors
Massachusetts
$289K -$397K -6,280 -56%
Lido Advisors
500
Lido Advisors
California
$289K

SPLV Hedge Fund Activity: Q3 2022 in Review

684 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2022, worth a combined $5.51B — up 2.7% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPLV positions and 38 closed out — a net gain of 16 holders — while 244 added to existing stakes and 242 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $428M. The largest seller was AdvisorShares Investments, cutting an estimated $45M.

  • 684 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2022, up from 671 in Q2 2022.
  • Funds reported $5.51B of Invesco S&P 500 Low Volatility ETF stock for Q3 2022, up 2.7% quarter-over-quarter.
  • 54 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2022 and 38 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2022 was Balentine LLC, an estimated $428M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2022 was AdvisorShares Investments, an estimated $45M sold.

Based on aggregated 13F filings for Q3 2022.