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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
WA
501
Wambolt & Associates
Colorado
$312K -$108K -1,569 -27%
APA
502
Astoria Portfolio Advisors
New York
$311K +$69 +1 +0%
PWA
503
Prairie Wealth Advisors
Nebraska
$309K -$12K -175 -4%
CFS
504
CRA Financial Services
New Jersey
$308K +$343 +5 +0.1%
HS
505
Horan Securities
United States
$308K +$1.17K +17 +0.4%
BWA
506
BlueChip Wealth Advisors
Georgia
$308K -$41.2K -600 -12%
CFGSD
507
Compass Financial Group (South Dakota)
South Dakota
$305K +$1.17K +17 +0.4%
BFA
508
Beacon Financial Advisory
Ohio
$305K +$5.49K +80 +2%
RSWM
509
Robertson Stephens Wealth Management
California
$304K -$1.65K -24 -0.6%
ZF
510
Zhang Financial
Michigan
$303K
WFAG
511
Worth Financial Advisory Group
North Carolina
$301K
PW
512
Peninsula Wealth
California
$292K
LA
513
Lane & Associates
New Jersey
$290K -$282K -4,103 -50%
GI
514
Gradient Investments
Minnesota
$290K +$179K +2,610 +182%
NDSI
515
Newman Dignan & Sheerar Inc
Rhode Island
$289K
NB
516
NBT Bank
New York
$288K -$35.5K -517 -11%
FCH
517
Freestone Capital Holdings
Washington
$287K
GGS
518
Galvin Gaustad & Stein
Arizona
$286K
HI
519
Harbour Investments
Wisconsin
$280K +$13.8K +201 +5%
EC
520
Estate Counselors
Wisconsin
$280K +$268K +3,900 New
SWM
521
SFG Wealth Management
Maryland
$278K -$68.1K -991 -20%
MIM
522
Moseley Investment Management
Florida
$273K -$687 -10 -0.3%
CFG
523
Carr Financial Group
Massachusetts
$272K +$13.7K +200 +6%
CIBC World Market
524
CIBC World Market
Ontario, Canada
$272K -$5.63K -82 -2%
B
525
Bailard
California
$271K

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.