We are live on ! Find out more
SPLV icon

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
ZF
501
Zhang Financial
Michigan
$262K +$273K +4,227 New
MLA
502
My Legacy Advisors
Oregon
$261K -$21.9K -338 -7%
RC
503
RegentAtlantic Capital
New Jersey
$259K +$841 +13 +0.3%
Wealthfront Advisers
504
Wealthfront Advisers
California
$257K +$269K +4,153 New
MWM
505
Merriman Wealth Management
Washington
$256K +$970 +15 +0.4%
FCH
506
Freestone Capital Holdings
Washington
$253K
BCP
507
Berkeley Capital Partners
Georgia
$253K +$65.8K +1,017 +33%
S
508
SignatureFD
Georgia
$251K -$82.3K -1,273 -24%
BSW
509
Buckingham Strategic Wealth
Missouri
$250K +$8.28K +128 +3%
IP
510
Investment Partners
Ohio
$248K -$303K -4,690 -54%
CPFP
511
Clear Perspectives Financial Planning
Ohio
$248K
GGS
512
Galvin Gaustad & Stein
Arizona
$247K
EWM
513
EPG Wealth Management
Georgia
$247K +$1.29K +20 +0.5%
MCWS
514
McKinley Carter Wealth Services
West Virginia
$243K
MSFS
515
Main Street Financial Solutions
Pennsylvania
$241K +$251K +3,885 New
NL
516
NWAM LLC
Washington
$240K -$60.3K -932 -19%
M&T Bank
517
M&T Bank
New York
$239K +$3M +46,331 +1,219%
AMR
518
Asset Management Resources
Massachusetts
$238K +$12.8K +198 +5%
VC
519
Veracity Capital
Georgia
$235K -$52.7K -815 -18%
PMFA
520
Plante Moran Financial Advisors
Michigan
$235K +$2.59K +40 +1%
CCP
521
Corient Capital Partners
California
$234K -$27.9K -431 -10%
SMC
522
Smith, Moore & Co
Missouri
$234K +$17.1K +264 +8%
WH
523
Whitcomb & Hess
Ohio
$232K -$12.4K -191 -5%
EC
524
EdgeRock Capital
Colorado
$231K +$241K +3,727 New
Financial Engines Advisors
525
Financial Engines Advisors
California
$231K +$241K +3,732 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.