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Invesco S&P 500 Low Volatility ETF

684 hedge funds and large institutions have $5.51B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 244 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $1.45M

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

2% more funds holding

Funds holding: 671684 (+13)

3% more capital invested

Capital invested by funds: $5.36B → $5.51B (+$143M)

1% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 242

0.65% more ownership

Funds ownership: 56.26%56.91% (+0.65%)

Holders
684
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.78%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
0.84%
New
54
Increased
244
Reduced
242
Closed
38
Calls
$3.29M
Puts
$1.45M
Net Calls
+$1.84M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
576
Capital Analysts LLC
Pennsylvania
$144K +$1.14K +18 +0.7%
GWANC
577
Guardian Wealth Advisors (North Carolina)
North Carolina
$144K +$158K +2,497 New
TFGT
578
TS Financial Group (TSFG)
Illinois
$142K
KTC
579
Kistler-Tiffany Companies
Pennsylvania
$141K
GEA
580
Glen Eagle Advisors
New Jersey
$133K +$21.1K +333 +17%
WTC
581
WhitTier Trust Company
Nevada
$130K
AIC
582
Archer Investment Corporation
Indiana
$126K
PWM
583
Provident Wealth Management
Tennessee
$122K
CHA
584
Carmichael Hill & Associates
Maryland
$121K +$32.4K +512 +33%
CFO
585
CVA Family Office
Colorado
$115K +$949 +15 +0.8%
MAWCM
586
Mine & Arao Wealth Creation & Management
California
$113K +$443 +7 +0.4%
RDFA
587
Ritter Daniher Financial Advisory
Ohio
$112K -$23.7K -375 -16%
FPFS
588
First Personal Financial Services
North Carolina
$112K
CFD
589
Creative Financial Designs
Indiana
$110K +$43.4K +686 +56%
VNA
590
Valley National Advisers
Pennsylvania
$107K +$6.33K +100 +6%
FCMT
591
Founders Capital Management (Texas)
Texas
$106K
CP
592
Castleview Partners
Texas
$105K -$35.9K -567 -24%
CTC
593
Central Trust Company
Missouri
$103K +$759 +12 +0.7%
ST
594
Smithfield Trust
Pennsylvania
$102K
SC
595
Schubert & Co
Texas
$102K +$822 +13 +0.7%
FF
596
FourThought Financial
Florida
$88K
LS
597
Leelyn Smith
Illinois
$86K +$379 +6 +0.4%
CIR
598
Clear Investment Research
Georgia
$86K +$1.01K +16 +1%
BFEC
599
Benjamin F. Edwards & Company
Missouri
$84K -$285K -4,499 -76%
ZIG
600
Zullo Investment Group
Pennsylvania
$78K +$949 +15 +1%

SPLV Hedge Fund Activity: Q3 2022 in Review

684 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2022, worth a combined $5.51B — up 2.7% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPLV positions and 38 closed out — a net gain of 16 holders — while 244 added to existing stakes and 242 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $428M. The largest seller was AdvisorShares Investments, cutting an estimated $45M.

  • 684 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2022, up from 671 in Q2 2022.
  • Funds reported $5.51B of Invesco S&P 500 Low Volatility ETF stock for Q3 2022, up 2.7% quarter-over-quarter.
  • 54 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2022 and 38 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2022 was Balentine LLC, an estimated $428M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2022 was AdvisorShares Investments, an estimated $45M sold.

Based on aggregated 13F filings for Q3 2022.