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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
KWA
551
Kingswood Wealth Advisors
California
$210K -$440K -6,791 -68%
TIAA Trust, National Association
552
TIAA Trust, National Association
North Carolina
$209K -$8.55K -132 -4%
VC
553
Vicus Capital
Pennsylvania
$208K
WCF
554
West Coast Financial
California
$207K
KFS
555
Kaizen Financial Strategies
California
$207K
PFPT
556
Pinnacle Financial Partners (Tennessee)
Tennessee
$206K
HSA
557
HBK Sorce Advisory
Pennsylvania
$206K -$59K -911 -22%
DBRC
558
D.B. Root & Company
Pennsylvania
$204K +$194 +3 +0.1%
IDA
559
Intelligence Driven Advisers
California
$203K
BW
560
Basepoint Wealth
Iowa
$203K +$1.04K +16 +0.5%
KPWS
561
Kestra Private Wealth Services
Texas
$202K -$202K -3,126 -50%
SAM
562
Smartleaf Asset Management
Massachusetts
$189K
BTI
563
Blue Trust Inc
Georgia
$177K
SP
564
SWS Partners
Ohio
$172K +$172K +2,650 New
GI
565
GAMMA Investing
California
$169K +$167K +2,578 +8,890%
CAL
566
Capital Analysts LLC
Pennsylvania
$168K +$842 +13 +0.5%
AT
567
Avalon Trust
New Mexico
$151K -$25.9K -400 -15%
AIC
568
Archer Investment Corporation
Indiana
$144K -$2.52K -39 -2%
PMFA
569
Plante Moran Financial Advisors
Michigan
$143K
WP
570
WealthShield Partners
North Carolina
$143K -$32.5K -502 -19%
BNP Paribas Financial Markets
571
BNP Paribas Financial Markets
France
$142K -$1.85M -28,589 -93%
GWS
572
Glassman Wealth Services
Virginia
$142K +$518 +8 +0.4%
PA
573
Pineridge Advisors
Missouri
$141K +$36.8K +569 +36%
PWM
574
Provident Wealth Management
Tennessee
$137K
CFO
575
CVA Family Office
Colorado
$135K +$712 +11 +0.5%

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.