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Invesco S&P 500 Low Volatility ETF

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: 2326 (+3)

4% more funds holding

Funds holding: 685711 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GA
551
Goldstein Advisors
Wisconsin
$244K
AP
552
Appleton Partners
Massachusetts
$242K -$39.1K -569 -14%
PCA
553
Prosperity Capital Advisors
Ohio
$241K -$23.6K -344 -9%
LI
554
LVZ Inc
Michigan
$238K
AA
555
Apriem Advisors
California
$238K
SJGA
556
Stephen J. Garry & Associates
New York
$237K +$137 +2 +0.1%
NB
557
Northwest Bancshares
Pennsylvania
$237K -$11K -160 -5%
BWP
558
Balboa Wealth Partners
Arizona
$237K
SFO
559
Stokes Family Office
Louisiana
$235K
USCWA
560
U.S. Capital Wealth Advisors
Texas
$235K +$225K +3,278 New
IPAM
561
Investment Partners Asset Management
New Jersey
$233K
G
562
GenTrust
Florida
$233K
TIAA Trust, National Association
563
TIAA Trust, National Association
North Carolina
$233K +$1.44K +21 +0.7%
VC
564
Vicus Capital
Pennsylvania
$230K
HSA
565
HBK Sorce Advisory
Pennsylvania
$229K +$1.51K +22 +0.7%
WCF
566
West Coast Financial
California
$228K
PFPT
567
Pinnacle Financial Partners (Tennessee)
Tennessee
$228K
BWP
568
BSW Wealth Partners
Colorado
$227K +$218K +3,170 New
DBRC
569
D.B. Root & Company
Pennsylvania
$226K +$137 +2 +0.1%
BW
570
Basepoint Wealth
Iowa
$225K +$961 +14 +0.4%
IDA
571
Intelligence Driven Advisers
California
$225K
ST
572
Spinnaker Trust
Maine
$221K -$1.59M -23,082 -88%
MCWS
573
McKinley Carter Wealth Services
West Virginia
$220K -$157K -2,287 -43%
WH
574
Whitcomb & Hess
Ohio
$219K +$210K +3,058 New
TWM
575
TCFG Wealth Management
California
$219K +$210K +3,055 New

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.