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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
NFSG
601
Newbridge Financial Services Group
Florida
$72K +$13K +205 +20%
RBC
602
Roble Belko & Company
Pennsylvania
$71K
ME
603
McIlrath & Eck
Washington
$68K -$51K -806 -41%
IFAM
604
Institutional & Family Asset Management
Colorado
$68K
AAP
605
Arax Advisory Partners
Colorado
$68K +$443 +7 +0.6%
OPW
606
Oxler Private Wealth
New York
$67.8K
BWA
607
BDO Wealth Advisors
Florida
$57K
PO
608
Private Ocean
California
$57K +$63.2K +1,000 New
HPC
609
HM Payson & Co
Maine
$55K
Jones Financial Companies
610
Jones Financial Companies
Missouri
$55K +$59.8K +946 New
DIP
611
DT Investment Partners
Pennsylvania
$55K +$60.4K +955 New
HWA
612
Heritage Wealth Advisors
Virginia
$52.7K
Bank of Montreal
613
Bank of Montreal
Ontario, Canada
$52.3K +$22.9M +361,484 +76%
AA
614
Addison Advisors
Vermont
$52K
MSFP
615
Mark Sheptoff Financial Planning
Connecticut
$49K
WA
616
Win Advisors
Florida
$46K -$569 -9 -1%
QCG
617
Quadrant Capital Group
Ohio
$43K
BWM
618
BerganKDV Wealth Management
Minnesota
$41K
TF
619
Tompkins Financial
New York
$41K
EL
620
EMFO LLC
Florida
$39K
IWP
621
IAG Wealth Partners
Wisconsin
$39K
SIS
622
Sound Income Strategies
Florida
$39K
SCA
623
Stonebridge Capital Advisors
Minnesota
$37K
JIR
624
James Investment Research
Ohio
$37K +$40.5K +640 New
SWM
625
Sugarloaf Wealth Management
Georgia
$36K

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.