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Invesco S&P 500 Low Volatility ETF

684 hedge funds and large institutions have $5.51B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 244 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $1.45M

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

2% more funds holding

Funds holding: 671684 (+13)

3% more capital invested

Capital invested by funds: $5.36B → $5.51B (+$143M)

1% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 242

0.65% more ownership

Funds ownership: 56.26%56.91% (+0.65%)

Holders
684
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.78%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
0.84%
New
54
Increased
244
Reduced
242
Closed
38
Calls
$3.29M
Puts
$1.45M
Net Calls
+$1.84M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
526
Great Valley Advisor Group
Delaware
$246K +$269K +4,248 New
ZF
527
Zhang Financial
Michigan
$244K
RC
528
RegentAtlantic Capital
New Jersey
$242K +$822 +13 +0.3%
Manulife (Manufacturers Life Insurance)
529
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$241K +$264K +4,169 New
TC
530
Telemus Capital
Michigan
$241K -$625K -9,882 -70%
MWM
531
Merriman Wealth Management
Washington
$240K +$1.33K +21 +0.5%
BWP
532
Balboa Wealth Partners
Arizona
$238K +$260K +4,111 New
KFS
533
Kaizen Financial Strategies
California
$237K -$19K -300 -7%
NCM
534
Novare Capital Management
North Carolina
$236K -$282K -4,455 -52%
CCM
535
Ciovacco Capital Management
Georgia
$235K -$58.1K -918 -18%
CCP
536
Corient Capital Partners
California
$234K
S
537
SignatureFD
Georgia
$234K +$126 +2 +0%
BSW
538
Buckingham Strategic Wealth
Missouri
$233K
VC
539
Veracity Capital
Georgia
$233K +$16.1K +254 +7%
GGS
540
Galvin Gaustad & Stein
Arizona
$230K
LNWWM
541
Laird Norton Wetherby Wealth Management
California
$229K +$251K +3,965 New
EFG
542
Everhart Financial Group
Ohio
$228K -$223K -3,528 -47%
FANJ
543
Financial Architects (New Jersey)
New Jersey
$228K +$249K +3,942 New
EWM
544
EPG Wealth Management
Georgia
$226K -$4.81K -76 -2%
MSFS
545
Main Street Financial Solutions
Pennsylvania
$226K +$1.01K +16 +0.4%
EC
546
EdgeRock Capital
Colorado
$222K +$7.59K +120 +3%
SMC
547
Smith, Moore & Co
Missouri
$218K
PMFA
548
Plante Moran Financial Advisors
Michigan
$217K -$2.47K -39 -1%
WH
549
Whitcomb & Hess
Ohio
$216K -$1.01K -16 -0.4%
RIA
550
Richwood Investment Advisors
Ohio
$214K

SPLV Hedge Fund Activity: Q3 2022 in Review

684 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2022, worth a combined $5.51B — up 2.7% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPLV positions and 38 closed out — a net gain of 16 holders — while 244 added to existing stakes and 242 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $428M. The largest seller was AdvisorShares Investments, cutting an estimated $45M.

  • 684 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2022, up from 671 in Q2 2022.
  • Funds reported $5.51B of Invesco S&P 500 Low Volatility ETF stock for Q3 2022, up 2.7% quarter-over-quarter.
  • 54 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2022 and 38 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2022 was Balentine LLC, an estimated $428M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2022 was AdvisorShares Investments, an estimated $45M sold.

Based on aggregated 13F filings for Q3 2022.