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Invesco S&P 500 Low Volatility ETF

584 hedge funds and large institutions have $4.22B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 155 increasing their positions, 239 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 41

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

0% more funds holding

Funds holding: 584584 (0)

5% less capital invested

Capital invested by funds: $4.42B → $4.22B (-$206M)

1.1% less ownership

Funds ownership: 56.05%54.95% (-1.1%)

26% less call options, than puts

Call options by funds: $2.54M | Put options by funds: $3.42M

35% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 239

Holders
584
Holders Change
Holders Change %
0%
% of All Funds
10.22%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.47%
New
52
Increased
155
Reduced
239
Closed
41
Calls
$2.54M
Puts
$3.42M
Net Calls
-$880K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
501
Deutsche Bank
Germany
$58K
HPC
502
HM Payson & Co
Maine
$58K
AA
503
Addison Advisors
Vermont
$55K
TF
504
Tompkins Financial
New York
$55K +$57.3K +909 New
MSFP
505
Mark Sheptoff Financial Planning
Connecticut
$52K
VRM
506
Vectors Research Management
New York
$52K
RIM
507
Rockbridge Investment Management
New York
$51K +$126 +2 +0.2%
SNT
508
Security National Trust
West Virginia
$49K
VCM
509
Vigilant Capital Management
Maine
$49K
SSB
510
Sandy Spring Bank
Maryland
$49K +$2.65K +42 +6%
QCG
511
Quadrant Capital Group
Ohio
$46K
FNBOSM
512
First National Bank of South Miami
Florida
$46K +$47.3K +750 New
RG
513
Retirement Group
California
$44K +$126 +2 +0.3%
BWM
514
BerganKDV Wealth Management
Minnesota
$43K
LWANC
515
Laurel Wealth Advisors (North Carolina)
North Carolina
$43K +$44.1K +700 New
EL
516
EMFO LLC
Florida
$41K
TCWM
517
Total Clarity Wealth Management
Illinois
$40K +$41.6K +660 New
SWM
518
Sugarloaf Wealth Management
Georgia
$37K
MIFH
519
Migdal Insurance & Financial Holdings
Israel
$35K +$36.6K +580 New
AWM
520
Avior Wealth Management
Nebraska
$34K +$12.2K +193 +51%
MA
521
MUFG Americas
New York
$33K
NFSG
522
Newbridge Financial Services Group
Florida
$33K
GPA
523
Guidance Point Advisors
Massachusetts
$33K +$34.9K +554 New
PWM
524
Prentice Wealth Management
New York
$32K
BFG
525
Baron Financial Group
New Jersey
$30.4K

SPLV Hedge Fund Activity: Q3 2021 in Review

584 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2021, worth a combined $4.22B — down 4.7% from $4.42B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SPLV positions and 41 closed out — a net gain of 11 holders — while 155 added to existing stakes and 239 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $68.7M. The largest seller was Bank of America, cutting an estimated $188M.

  • 584 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $4.22B of Invesco S&P 500 Low Volatility ETF stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 52 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2021 and 41 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2021 was HSBC Holdings, an estimated $68.7M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2021 was Bank of America, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2021.