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Invesco S&P 500 Low Volatility ETF

685 hedge funds and large institutions have $4.17B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 184 increasing their positions, 294 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $494K

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1% less funds holding

Funds holding: 690685 (-5)

6.77% less ownership

Funds ownership: 67.09%60.31% (-6.8%)

17% less capital invested

Capital invested by funds: $5.04B → $4.17B (-$873M)

37% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 294

Holders
685
Holders Change
-5
Holders Change %
-0.72%
% of All Funds
9.89%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
49
Increased
184
Reduced
294
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
501
Freestone Capital Holdings
Washington
$260K
LWM
502
Lodestone Wealth Management
Washington
$259K -$55.2K -852 -18%
GGS
503
Galvin Gaustad & Stein
Arizona
$259K
AP
504
Appleton Partners
Massachusetts
$256K -$20.1K -310 -7%
Envestnet Portfolio Solutions
505
Envestnet Portfolio Solutions
Illinois
$256K +$16.8K +260 +7%
AI
506
Atria Investments
North Carolina
$255K +$254K +3,926 New
CIBC World Market
507
CIBC World Market
Ontario, Canada
$251K -$324 -5 -0.1%
WBWA
508
William B. Walkup & Associates
South Carolina
$249K +$249K +3,841 New
MIM
509
Moseley Investment Management
Florida
$248K -$3.24K -50 -1%
B
510
Bailard
California
$245K -$19.1K -295 -7%
FWP
511
Falcon Wealth Planning
California
$245K -$40.4K -624 -14%
MCC
512
Money Concepts Capital
Florida
$243K +$11.5K +178 +5%
TWP
513
Tyche Wealth Partners
Texas
$242K
CWP
514
Cyndeo Wealth Partners
Florida
$241K +$648 +10 +0.3%
PCA
515
Prosperity Capital Advisors
Ohio
$240K -$29.4K -454 -11%
HI
516
Harbour Investments
Wisconsin
$240K -$106K -1,643 -31%
ESB
517
Essex Savings Bank
Connecticut
$240K -$26.3K -406 -10%
MPW
518
MGO Private Wealth
California
$237K +$130 +2 +0.1%
STA
519
Smith Thornton Advisors
Alabama
$235K +$234K +3,612 New
BCP
520
Berkeley Capital Partners
Georgia
$234K -$712 -11 -0.3%
CFG
521
Carr Financial Group
Massachusetts
$234K +$233K +3,598 New
IA
522
IFP Advisors
Florida
$233K -$44.5K -688 -16%
RIA
523
Richwood Investment Advisors
Ohio
$232K
KF
524
KKM Financial
Illinois
$231K
LSAG
525
Lake Street Advisors Group
New Hampshire
$231K +$130 +2 +0.1%

SPLV Hedge Fund Activity: Q2 2024 in Review

685 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2024, worth a combined $4.17B — down 17% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPLV positions and 45 closed out — a net gain of 4 holders — while 184 added to existing stakes and 294 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $95M. The largest seller was Dow Chemical Company, exiting entirely with an estimated $263M sold.

  • 685 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2024, down from 690 in Q1 2024.
  • Funds reported $4.17B of Invesco S&P 500 Low Volatility ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 49 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2024 and 45 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2024 was Alaska Permanent Fund, an estimated $95M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2024 was Dow Chemical Company, an estimated $263M sold.

Based on aggregated 13F filings for Q2 2024.