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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
TCWM
626
Total Clarity Wealth Management
Illinois
$26K +$27.5K +425 New
AIP
627
Ameritas Investment Partners
Nebraska
$25K
PA
628
PSI Advisors
Florida
$25K
PP
629
PrairieView Partners
Minnesota
$25K +$25.9K +400 New
EW
630
Evoke Wealth
California
$24K
MA
631
MUFG Americas
New York
$23K
DWP
632
Destiny Wealth Partners
Florida
$22K
OAJ
633
Ogorek Anthony Joseph
New York
$19K
BWL
634
Bogart Wealth LLC
Virginia
$16K
HIA
635
Harbor Investment Advisory
Maryland
$16K
WT
636
Whittier Trust
California
$16K
JFA
637
JNBA Financial Advisors
Minnesota
$15K
MTIC
638
Missouri Trust & Investment Company
Missouri
$15K
CAAS
639
Capital Asset Advisory Services
Michigan
$14K +$65 +1 +0.4%
GTAM
640
Global Trust Asset Management
Florida
$13K -$38.9K -601 -75%
GFPC
641
Global Financial Private Client
Florida
$12.6K
Toronto Dominion Bank
642
Toronto Dominion Bank
Ontario, Canada
$12K -$6.47K -100 -33%
C
643
Covestor
United Kingdom
$12K -$1.36K -21 -10%
EWA
644
EverSource Wealth Advisors
Alabama
$12K
IAS
645
IMA Advisory Services
Colorado
$12K
SAM
646
Strategic Asset Management
Minnesota
$12K
OCM
647
Orion Capital Management
California
$11K
HWM
648
HighMark Wealth Management
Minnesota
$11K +$65 +1 +0.6%
CCM
649
Cribstone Capital Management
Maine
$10K
LF
650
Lee Financial
Texas
$10K

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.