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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
TF
601
Tompkins Financial
New York
$44K -$70.2K -1,085 -61%
BWM
602
BerganKDV Wealth Management
Minnesota
$44K
SIS
603
Sound Income Strategies
Florida
$42K -$24.8K -383 -36%
IWP
604
IAG Wealth Partners
Wisconsin
$42K -$4.85K -75 -10%
EL
605
EMFO LLC
Florida
$42K
AWM
606
Avior Wealth Management
Nebraska
$42K +$6.6K +102 +15%
SCA
607
Stonebridge Capital Advisors
Minnesota
$40K +$41.8K +646 New
SWM
608
Sugarloaf Wealth Management
Georgia
$38K
VCM
609
Vigilant Capital Management
Maine
$37K
MIFH
610
Migdal Insurance & Financial Holdings
Israel
$36K
FSWA
611
Financial Synergies Wealth Advisors
Texas
$33.8K +$35.2K +545 New
SSB
612
Sandy Spring Bank
Maryland
$33K
PWM
613
Prentice Wealth Management
New York
$33K +$34.1K +527 New
BFG
614
Baron Financial Group
New Jersey
$31K
COCM
615
Charter Oak Capital Management
New Hampshire
$31K
PCA
616
Providence Capital Advisors
North Carolina
$31K
FFA
617
Founders Financial Alliance
North Carolina
$30K
PGAM
618
Princeton Global Asset Management
New Jersey
$30K
Bank of Montreal
619
Bank of Montreal
Ontario, Canada
$29.4K +$20.1M +310,379 +189%
TFS
620
TrustCore Financial Services
Tennessee
$29K -$114K -1,767 -79%
WPA
621
West Paces Advisors
Georgia
$28K +$29.2K +452 New
HWA
622
HHM Wealth Advisors
Tennessee
$28K
JWM
623
Janiczek Wealth Management
Colorado
$26K -$18.9K -292 -42%
LFG
624
Larson Financial Group
Missouri
$26K
TWA
625
TCI Wealth Advisors
Arizona
$26K +$3.36K +52 +14%

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.