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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
APWA
476
Atlas Private Wealth Advisors
New Jersey
$354K -$74K -1,078 -18%
OCM
477
One Capital Management
California
$354K
TW
478
Transform Wealth
Colorado
$351K
MWM
479
Merriman Wealth Management
Washington
$351K +$47.7K +694 +17%
PFBT
480
Parkside Financial Bank & Trust
Missouri
$351K
ES
481
ETF Store
Kansas
$349K -$7.49K -109 -2%
GWP
482
Gen-Wealth Partners
Michigan
$348K -$54.9K -800 -14%
CF
483
Centaurus Financial
California
$346K -$84.3K -1,227 -20%
Optiver Holding
484
Optiver Holding
Netherlands
$344K +$330K +4,798 New
EWA
485
Emergent Wealth Advisors
New York
$343K -$36.9K -538 -10%
AQR Capital Management
486
AQR Capital Management
Connecticut
$342K
TA
487
TrueWealth Advisors
Alabama
$342K
HBW
488
Hazlett, Burt & Watson
West Virginia
$340K +$343 +5 +0.1%
CWM
489
Castle Wealth Management
Florida
$337K
DP
490
Divergent Planning
Maryland
$337K
AFG
491
Arkansas Financial Group
Arkansas
$335K
RIA
492
Realta Investment Advisors
Delaware
$334K -$365K -5,308 -54%
MFGM
493
Marshall Financial Group (Maryland)
Maryland
$333K +$319K +4,639 New
IA
494
IAM Advisory
Pennsylvania
$332K +$1.03K +15 +0.3%
FFG
495
Fiduciary Financial Group
California
$332K +$3.78K +55 +1%
CSPIA
496
Cary Street Partners Investment Advisory
Virginia
$330K
MWPCG
497
Measured Wealth Private Client Group
New Hampshire
$328K -$9.06K -132 -3%
DC
498
Davenport & Co
Virginia
$322K +$3.64K +53 +1%
AWM
499
Apollon Wealth Management
South Carolina
$317K -$6.87K -100 -2%
CWA
500
Clearview Wealth Advisors
Oregon
$315K +$9.75K +142 +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.