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Invesco S&P 500 Low Volatility ETF
SPLV

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: 23 → 26 (+3)

4% more funds holding

Funds holding: 685 → 711 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$86M
2
Citigroup
Citigroup
New York
+$28.9M
3
LPL Financial
LPL Financial
California
+$28.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.6M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$21.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$75.5M
2
Goldman Sachs
Goldman Sachs
New York
-$27.5M
3
LLWM
Life Line Wealth Management
California
-$25.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$19.1M
5
GS
GTS Securities
New York
-$8.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
526
Money Concepts Capital
Florida
$268K – – –
CWP
527
Cyndeo Wealth Partners
Florida
$267K +$1.3K +19 +0.5%
TWP
528
Tyche Wealth Partners
Texas
$267K – – –
ESB
529
Essex Savings Bank
Connecticut
$265K – – –
MPW
530
MGO Private Wealth
California
$262K – – –
FWP
531
Falcon Wealth Planning
California
$261K -$9.13K -133 -4%
BFO
532
Boston Family Office
Massachusetts
$260K -$33.9K -494 -12%
STA
533
Smith Thornton Advisors
Alabama
$259K – – –
SW
534
Simplicity Wealth
New Jersey
$258K -$221K -3,213 -47%
FFA
535
Fragasso Financial Advisors
Pennsylvania
$256K -$63.3K -921 -21%
KF
536
KKM Financial
Illinois
$255K – – –
LSAG
537
Lake Street Advisors Group
New Hampshire
$255K +$206 +3 +0.1%
DA
538
Detalus Advisors
Missouri
$253K +$206 +3 +0.1%
IP
539
Intellectus Partners
California
$253K +$275 +4 +0.1%
FPCP
540
Fort Point Capital Partners
California
$252K +$137 +2 +0.1%
MWAM
541
Manhattan West Asset Management
California
$251K -$2.33K -34 -1%
HA
542
HFG Advisors
Ohio
$251K – – –
Tudor Investment Corp
543
Tudor Investment Corp
Connecticut
$248K -$119K -1,734 -33%
AIM
544
Anchor Investment Management
South Carolina
$248K – – –
DFA
545
Davies Financial Advisors
California
$247K – – –
FEM
546
Fulcrum Equity Management
Texas
$247K +$236K +3,437 New
EFA
547
Evernest Financial Advisors
Indiana
$246K +$1.03K +15 +0.4%
JF
548
Joule Financial
Kentucky
$244K – – –
CIC
549
Carnegie Investment Counsel
Ohio
$244K – – –
LWM
550
Lodestone Wealth Management
Washington
$244K -$40.7K -593 -15%
20 21
22
23 24

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.