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Invesco S&P 500 Low Volatility ETF

685 hedge funds and large institutions have $4.17B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 184 increasing their positions, 294 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $494K

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1% less funds holding

Funds holding: 690685 (-5)

6.77% less ownership

Funds ownership: 67.09%60.31% (-6.8%)

17% less capital invested

Capital invested by funds: $5.04B → $4.17B (-$873M)

37% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 294

Holders
685
Holders Change
-5
Holders Change %
-0.72%
% of All Funds
9.89%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
49
Increased
184
Reduced
294
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
576
Provenance Wealth Advisors
Florida
$133K
FPFS
577
First Personal Financial Services
North Carolina
$126K
FMII
578
Farmers & Merchants Investments Inc
Nebraska
$125K
FRA
579
Front Row Advisors
California
$123K
NL
580
NVWM LLC
Pennsylvania
$122K
GEA
581
Glen Eagle Advisors
New Jersey
$121K +$389 +6 +0.3%
DI
582
DAGCO Inc
Ohio
$117K
ST
583
Smithfield Trust
Pennsylvania
$116K
EWA
584
EverSource Wealth Advisors
Alabama
$116K -$130K -2,000 -54%
APW
585
Atlantic Private Wealth
North Carolina
$115K
SL
586
Salomon & Ludwin
Virginia
$110K -$206K -3,180 -65%
VNA
587
Valley National Advisers
Pennsylvania
$110K
KFS
588
Kelly Financial Services
Massachusetts
$109K +$109K +1,682 New
CTC
589
Central Trust Company
Missouri
$109K
AF
590
Advisornet Financial
Minnesota
$104K -$5.31K -82 -5%
FCMT
591
Founders Capital Management (Texas)
Texas
$103K
CIR
592
Clear Investment Research
Georgia
$102K +$1.17K +18 +1%
VWM
593
Venturi Wealth Management
Texas
$98K +$97.7K +1,509 New
GI
594
Gradient Investments
Minnesota
$93.3K -$13.9K -215 -13%
SWC
595
Spectrum Wealth Counsel
Indiana
$87.7K
S
596
SignatureFD
Georgia
$83K -$10.7K -165 -11%
CP
597
Castleview Partners
Texas
$82.2K
RBC
598
Roble Belko & Company
Pennsylvania
$80K
FFA
599
Farther Finance Advisors
California
$79.9K +$37.9K +585 +90%
AAP
600
Arax Advisory Partners
Colorado
$79.6K +$389 +6 +0.5%

SPLV Hedge Fund Activity: Q2 2024 in Review

685 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2024, worth a combined $4.17B — down 17% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPLV positions and 45 closed out — a net gain of 4 holders — while 184 added to existing stakes and 294 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $95M. The largest seller was Dow Chemical Company, exiting entirely with an estimated $263M sold.

  • 685 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2024, down from 690 in Q1 2024.
  • Funds reported $4.17B of Invesco S&P 500 Low Volatility ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 49 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2024 and 45 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2024 was Alaska Permanent Fund, an estimated $95M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2024 was Dow Chemical Company, an estimated $263M sold.

Based on aggregated 13F filings for Q2 2024.