Invesco S&P 500 Low Volatility ETF
SPLV
709 hedge funds and large institutions have $5.64B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 210 increasing their positions, 295 reducing their positions, and 59 closing their positions.
745% more call options, than puts
Call options by funds: $5.52M | Put options by funds: $653K
1.37% more ownership
Funds ownership: 59.62% → 60.99% (+1.4%)
2% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 59
0% more capital invested
Capital invested by funds: $5.62B → $5.64B (+$22.3M)
0% less funds holding
Funds holding: 712 → 709 (-3)
13% less funds holding in top 10
Funds holding in top 10: 38 → 33 (-5)
29% less repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 295
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$119M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$51.9M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$42.3M |
| 4 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
+$15M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCC
Dow Chemical Company
Midland,
Michigan
|
-$101M |
| 2 |
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
-$75.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$69M |
| 4 |
LPL Financial
San Diego,
California
|
-$67.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$30.8M |
SPLV Hedge Fund Activity: Q2 2023 in Review
709 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2023, worth a combined $5.64B — up 0.4% from $5.62B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SPLV positions and 59 closed out — a net gain of 1 holder — while 210 added to existing stakes and 295 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $119M. The largest seller was Dow Chemical Company, cutting an estimated $101M.
- 709 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2023, down from 712 in Q1 2023.
- Funds reported $5.64B of Invesco S&P 500 Low Volatility ETF stock for Q2 2023, up 0.4% quarter-over-quarter.
- 60 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2023 and 59 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2023 was Morgan Stanley, an estimated $119M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2023 was Dow Chemical Company, an estimated $101M sold.
Based on aggregated 13F filings for Q2 2023.