We are live on ! Find out more
SPLV icon

Invesco S&P 500 Low Volatility ETF

711 hedge funds and large institutions have $4.72B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 234 increasing their positions, 244 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 36

13% more capital invested

Capital invested by funds: $4.17B → $4.72B (+$555M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

4% more funds holding

Funds holding: 685711 (+26)

2.12% more ownership

Funds ownership: 60.31%62.43% (+2.1%)

4% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 244

92% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $23M

Holders
711
Holders Change
+26
Holders Change %
+3.8%
% of All Funds
10.21%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.37%
New
72
Increased
234
Reduced
244
Closed
36
Calls
$1.77M
Puts
$23M
Net Calls
-$21.2M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
576
Global Trust Asset Management
Florida
$219K +$133K +1,930 +172%
KFS
577
Kaizen Financial Strategies
California
$219K
CHP
578
Cable Hill Partners
Oregon
$218K +$208K +3,035 New
WAM
579
WealthTrust Asset Management
Florida
$218K +$208K +3,034 New
SIG
580
Stonegate Investment Group
Alabama
$215K +$206K +3,000 New
FFB
581
First Financial Bankshares
Texas
$214K +$205K +2,982 New
EWA
582
Exencial Wealth Advisors
Oklahoma
$214K -$28.8K -419 -12%
Wealthfront Advisers
583
Wealthfront Advisers
California
$211K +$202K +2,936 New
KPWS
584
Kestra Private Wealth Services
Texas
$210K -$12K -175 -6%
AFG
585
Atomi Financial Group
New York
$210K +$201K +2,927 New
4WM
586
49 Wealth Management
Texas
$210K +$201K +2,927 New
SC
587
Savant Capital
Illinois
$209K +$200K +2,919 New
PA
588
Pineridge Advisors
Missouri
$208K +$50.3K +733 +34%
SAM
589
Smartleaf Asset Management
Massachusetts
$207K
CRI
590
Colonial River Investments
Virginia
$207K -$36.7K -535 -16%
CA
591
CoreCap Advisors
Michigan
$207K -$88.1K -1,283 -31%
UWPG
592
Ullmann Wealth Partners Group
Florida
$206K +$197K +2,873 New
RWM
593
Revisor Wealth Management
Ohio
$205K +$196K +2,853 New
RIA
594
Richwood Investment Advisors
Ohio
$204K -$50.1K -730 -20%
QCM
595
QRG Capital Management
Illinois
$203K +$194K +2,825 New
CWM
596
Congress Wealth Management
Massachusetts
$201K +$193K +2,807 New
CAL
597
Capital Analysts LLC
Pennsylvania
$188K +$2.68K +39 +2%
GI
598
GAMMA Investing
California
$187K
BTI
599
Blue Trust Inc
Georgia
$181K +$6.8K +99 +4%
WP
600
WealthShield Partners
North Carolina
$178K +$19.2K +280 +13%

SPLV Hedge Fund Activity: Q3 2024 in Review

711 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2024, worth a combined $4.72B — up 13% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SPLV positions and 36 closed out — a net gain of 36 holders — while 234 added to existing stakes and 244 trimmed.

The largest buyer was Bank of America, adding an estimated $86M. The largest seller was Morgan Stanley, cutting an estimated $75.5M.

  • 711 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2024, up from 685 in Q2 2024.
  • Funds reported $4.72B of Invesco S&P 500 Low Volatility ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 72 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2024 and 36 closed out, a net change of +36 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2024 was Bank of America, an estimated $86M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2024 was Morgan Stanley, an estimated $75.5M sold.

Based on aggregated 13F filings for Q3 2024.