Invesco S&P 500 Low Volatility ETF
SPLV
633 hedge funds and large institutions have $6.04B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 234 increasing their positions, 150 reducing their positions, and 35 closing their positions.
291% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 35
56% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 150
27% more funds holding in top 10
Funds holding in top 10: 67 → 85 (+18)
17% more funds holding
Funds holding: 540 → 633 (+93)
0.51% less ownership
Funds ownership: 51.22% → 50.71% (-0.51%)
7% less capital invested
Capital invested by funds: $6.52B → $6.04B (-$476M)
28% less call options, than puts
Call options by funds: $6.17M | Put options by funds: $8.57M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$77M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$73.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$49.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$31.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$27.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$548M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$339M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$40.2M |
| 4 |
Morgan Stanley
New York
|
-$37.8M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$27.9M |
SPLV Hedge Fund Activity: Q4 2019 in Review
633 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q4 2019, worth a combined $6.04B — down 7.3% from $6.52B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new SPLV positions and 35 closed out — a net gain of 102 holders — while 234 added to existing stakes and 150 trimmed.
The largest buyer was Johanson Financial Advisors, adding an estimated $77M. The largest seller was Bank of America, cutting an estimated $548M.
- 633 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q4 2019, up from 540 in Q3 2019.
- Funds reported $6.04B of Invesco S&P 500 Low Volatility ETF stock for Q4 2019, down 7.3% quarter-over-quarter.
- 137 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q4 2019 and 35 closed out, a net change of +102 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $77M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q4 2019 was Bank of America, an estimated $548M sold.
Based on aggregated 13F filings for Q4 2019.