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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
PMFA
601
Plante Moran Financial Advisors
Michigan
$171K +$12.6K +184 +8%
AIC
602
Archer Investment Corporation
Indiana
$158K -$1.37K -20 -0.9%
BFPW
603
BOK Financial Private Wealth
Colorado
$157K -$74K -1,077 -33%
GWS
604
Glassman Wealth Services
Virginia
$156K -$549 -8 -0.4%
PWM
605
Provident Wealth Management
Tennessee
$151K
CFO
606
CVA Family Office
Colorado
$150K +$618 +9 +0.4%
MSG
607
Main Street Group
Virginia
$146K -$248K -3,616 -64%
AF
608
Advisornet Financial
Minnesota
$141K +$24.9K +363 +23%
FMII
609
Farmers & Merchants Investments Inc
Nebraska
$138K
FRA
610
Front Row Advisors
California
$136K
NL
611
NVWM LLC
Pennsylvania
$134K
GEA
612
Glen Eagle Advisors
New Jersey
$134K +$412 +6 +0.3%
PWA
613
Provenance Wealth Advisors
Florida
$131K -$14.9K -217 -11%
DI
614
DAGCO Inc
Ohio
$129K
APW
615
Atlantic Private Wealth
North Carolina
$127K
ST
616
Smithfield Trust
Pennsylvania
$127K
EWA
617
EverSource Wealth Advisors
Alabama
$123K
SL
618
Salomon & Ludwin
Virginia
$122K
VNA
619
Valley National Advisers
Pennsylvania
$121K
AT
620
Avalon Trust
New Mexico
$121K -$44.6K -650 -28%
CTC
621
Central Trust Company
Missouri
$120K
FCMT
622
Founders Capital Management (Texas)
Texas
$114K
CIR
623
Clear Investment Research
Georgia
$112K +$275 +4 +0.3%
BA
624
Bristlecone Advisors
Washington
$110K +$105K +1,529 New
VWM
625
Venturi Wealth Management
Texas
$108K

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.