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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
VNA
576
Valley National Advisers
Pennsylvania
$106K
CHA
577
Carmichael Hill & Associates
Maryland
$98K +$517 +8 +0.5%
FF
578
FourThought Financial
Florida
$95K
CIR
579
Clear Investment Research
Georgia
$92K +$2.52K +39 +3%
LS
580
Leelyn Smith
Illinois
$91K +$517 +8 +0.5%
ZIG
581
Zullo Investment Group
Pennsylvania
$82K
CFD
582
Creative Financial Designs
Indiana
$76K -$42.8K -662 -35%
RBC
583
Roble Belko & Company
Pennsylvania
$76K
AC
584
AlphaCore Capital
California
$74K +$8.08K +125 +12%
IFAM
585
Institutional & Family Asset Management
Colorado
$73K
AAP
586
Arax Advisory Partners
Colorado
$72K -$711 -11 -0.9%
NFSG
587
Newbridge Financial Services Group
Florida
$64K +$65 +1 +0.1%
BlackRock
588
BlackRock
New York
$63K -$711 -11 -1%
BWA
589
BDO Wealth Advisors
Florida
$61K
HPC
590
HM Payson & Co
Maine
$59K
DC
591
Darrow Company
Massachusetts
$59K +$62K +959 New
HWA
592
Heritage Wealth Advisors
Virginia
$57K +$59K +912 New
AA
593
Addison Advisors
Vermont
$56K -$65 -1 -0.1%
MSFP
594
Mark Sheptoff Financial Planning
Connecticut
$53K
VRM
595
Vectors Research Management
New York
$53K
CP
596
Castleview Partners
Texas
$52.6K +$36.7K +567 +31%
WA
597
Win Advisors
Florida
$51K -$243K -3,765 -82%
QCG
598
Quadrant Capital Group
Ohio
$47K
CA
599
CoreCap Advisors
Michigan
$46K +$47.5K +735 New
RG
600
Retirement Group
California
$45K +$194 +3 +0.4%

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.