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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
PA
526
PSI Advisors
Florida
$30K +$31.5K +499 New
FFA
527
Founders Financial Alliance
North Carolina
$29K
LWM
528
Liberty Wealth Management
California
$28K
PGAM
529
Princeton Global Asset Management
New Jersey
$28K
PCA
530
Providence Capital Advisors
North Carolina
$28K
GGI
531
Godsey & Gibb Inc
Virginia
$27K +$28K +444 New
LFG
532
Larson Financial Group
Missouri
$26K +$2.9K +46 +12%
RFA
533
Reilly Financial Advisors
California
$25K
SAM
534
Strategic Asset Management
Minnesota
$25K +$25.2K +400 New
AIP
535
Ameritas Investment Partners
Nebraska
$24K
CFD
536
Creative Financial Designs
Indiana
$24K
Toronto Dominion Bank
537
Toronto Dominion Bank
Ontario, Canada
$24K +$18.9K +300 +300%
EW
538
Evoke Wealth
California
$23K
SIM
539
Sonora Investment Management
Arizona
$23K
TA
540
Tectonic Advisors
Texas
$21K +$22.1K +350 New
WB
541
Webster Bank
Connecticut
$20K
DAM
542
Delta Asset Management
Tennessee
$19K
OAJ
543
Ogorek Anthony Joseph
New York
$19K
NSB
544
Norway Savings Bank
Maine
$18K -$3.97K -63 -17%
WT
545
Whittier Trust
California
$16K -$94.2K -1,494 -85%
HIA
546
Harbor Investment Advisory
Maryland
$16K
JFA
547
JNBA Financial Advisors
Minnesota
$15K
IF
548
Ironwood Financial
Arizona
$14K
RPCA
549
Running Point Capital Advisors
California
$13K
DWA
550
Dougherty Wealth Advisers
Minnesota
$13K +$13.3K +211 New

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.