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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
FRA
551
Front Row Advisors
California
$166K
AIM
552
Anchor Investment Management
South Carolina
$164K
OA
553
Operose Advisors
Wisconsin
$163K
SMFG
554
Sumitomo Mitsui Financial Group
Japan
$160K -$5.95K -92 -3%
ACA
555
Aptus Capital Advisors
Alabama
$160K +$167K +2,582 New
CAL
556
Capital Analysts LLC
Pennsylvania
$153K +$841 +13 +0.5%
KTC
557
Kistler-Tiffany Companies
Pennsylvania
$152K
TFGT
558
TS Financial Group (TSFG)
Illinois
$152K
PCP
559
Proficio Capital Partners
Massachusetts
$147K +$9.89M +152,926 New
RDFA
560
Ritter Daniher Financial Advisory
Ohio
$143K
AW
561
ACG Wealth
Georgia
$143K +$149K +2,305 New
PFGIA
562
Patriot Financial Group Insurance Agency
Massachusetts
$142K +$53.7K +830 +57%
WTC
563
WhitTier Trust Company
Nevada
$140K
AIC
564
Archer Investment Corporation
Indiana
$135K
PWM
565
Provident Wealth Management
Tennessee
$131K
ME
566
McIlrath & Eck
Washington
$123K -$8.66K -134 -6%
CFO
567
CVA Family Office
Colorado
$123K +$647 +10 +0.5%
GEA
568
Glen Eagle Advisors
New Jersey
$121K +$388 +6 +0.3%
MAWCM
569
Mine & Arao Wealth Creation & Management
California
$121K +$194 +3 +0.2%
FPFS
570
First Personal Financial Services
North Carolina
$120K
FCMT
571
Founders Capital Management (Texas)
Texas
$113K
ST
572
Smithfield Trust
Pennsylvania
$111K
CTC
573
Central Trust Company
Missouri
$110K
SC
574
Schubert & Co
Texas
$109K +$582 +9 +0.5%
RIM
575
Rockbridge Investment Management
New York
$107K -$33.2K -514 -23%

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.