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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
MC
526
Moors & Cabot
Massachusetts
$229K -$42.9K -663 -15%
RIA
527
Richwood Investment Advisors
Ohio
$229K -$25.9K -400 -10%
FPAS
528
Focus Partners Advisor Solutions
Missouri
$227K -$5.82K -90 -2%
CWM
529
Curi Wealth Management
North Carolina
$227K +$124K +1,922 +111%
JF
530
Joule Financial
Kentucky
$227K +$236K +3,654 New
OPS
531
Orion Portfolio Solutions
Nebraska
$226K -$48.9K -756 -17%
AA
532
Apriem Advisors
California
$225K
TF
533
TIAA FSB
Florida
$224K +$233K +3,607 New
TRCT
534
Tower Research Capital (TRC)
New York
$223K +$178K +2,760 +333%
CAM
535
Concorde Asset Management
Michigan
$219K +$1.1K +17 +0.5%
CS
536
Comerica Securities
Michigan
$218K
CWP
537
CFM Wealth Partners
Texas
$217K -$103K -1,600 -31%
HA
538
HFG Advisors
Ohio
$217K
NB
539
NBT Bank
New York
$217K
SPWM
540
Schrum Private Wealth Management
Florida
$217K
LI
541
LMCG Investments
Massachusetts
$217K +$227K +3,504 New
AL
542
Aspiriant LLC
California
$215K
WCF
543
West Coast Financial
California
$214K
F
544
F3Logic
Minnesota
$211K -$9.63K -149 -4%
EFSCE
545
Enterprise Financial Services Corp (EFSC)
Missouri
$211K
SC
546
Savant Capital
Illinois
$208K
T
547
TCWP
Ohio
$205K +$91.6K +1,417 +75%
SFO
548
Stokes Family Office
Louisiana
$203K -$3.49K -54 -2%
WFA
549
West Financial Advisors
Iowa
$186K
EDRH
550
Edmond de Rothschild Holding
Switzerland
$180K

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.