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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
MWAM
526
Manhattan West Asset Management
California
$230K
DA
527
Detalus Advisors
Missouri
$229K +$11.7K +181 +5%
SPWM
528
Schrum Private Wealth Management
Florida
$229K +$842 +13 +0.4%
IP
529
Intellectus Partners
California
$229K -$38.5K -595 -14%
FPCP
530
Fort Point Capital Partners
California
$228K +$65 +1 +0%
HA
531
HFG Advisors
Ohio
$227K
NB
532
Northwest Bancshares
Pennsylvania
$225K
AIM
533
Anchor Investment Management
South Carolina
$224K
WWM
534
WJ Wealth Management
Arizona
$224K -$32.4K -500 -13%
DFA
535
Davies Financial Advisors
California
$224K
CRI
536
Colonial River Investments
Virginia
$222K -$84.8K -1,310 -28%
EFA
537
Evernest Financial Advisors
Indiana
$221K +$1.17K +18 +0.5%
JF
538
Joule Financial
Kentucky
$221K
CIC
539
Carnegie Investment Counsel
Ohio
$221K
EWA
540
Exencial Wealth Advisors
Oklahoma
$221K -$9.2K -142 -4%
GA
541
Goldstein Advisors
Wisconsin
$221K +$220K +3,395 New
LI
542
LVZ Inc
Michigan
$216K
AA
543
Apriem Advisors
California
$216K -$6.47K -100 -3%
Thrivent Financial for Lutherans
544
Thrivent Financial for Lutherans
Minnesota
$215K -$62.3K -962 -23%
SJGA
545
Stephen J. Garry & Associates
New York
$215K -$24.1K -372 -10%
BWP
546
Balboa Wealth Partners
Arizona
$214K
SFO
547
Stokes Family Office
Louisiana
$213K
BFPW
548
BOK Financial Private Wealth
Colorado
$212K
IPAM
549
Investment Partners Asset Management
New Jersey
$211K
G
550
GenTrust
Florida
$211K -$29.5K -455 -12%

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.