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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
VCM
626
Vigilant Capital Management
Maine
$35K
MIFH
627
Migdal Insurance & Financial Holdings
Israel
$34K
FA
628
Flagstar Advisors
New York
$32.5K +$35.5K +562 New
AWM
629
Avior Wealth Management
Nebraska
$31K -$8.6K -136 -17%
SSB
630
Sandy Spring Bank
Maryland
$31K
TWA
631
TCI Wealth Advisors
Arizona
$31K +$6.51K +103 +24%
RG
632
Retirement Group
California
$30K -$12.5K -197 -27%
PCA
633
Providence Capital Advisors
North Carolina
$29K
CAAS
634
Capital Asset Advisory Services
Michigan
$29K +$17.2K +272 +120%
FFA
635
Founders Financial Alliance
North Carolina
$28K
PGAM
636
Princeton Global Asset Management
New Jersey
$28K
FSWA
637
Financial Synergies Wealth Advisors
Texas
$26.6K -$5.38K -85 -16%
HWA
638
HHM Wealth Advisors
Tennessee
$26K
TFS
639
TrustCore Financial Services
Tennessee
$24K -$3.86K -61 -13%
AIP
640
Ameritas Investment Partners
Nebraska
$23K
JWM
641
Janiczek Wealth Management
Colorado
$23K
PI
642
PFS Investments
Georgia
$22K +$1.16M +18,410 +5%
LFG
643
Larson Financial Group
Missouri
$22K -$3.16K -50 -12%
EW
644
Evoke Wealth
California
$22K
MA
645
MUFG Americas
New York
$21K
Simplex Trading
646
Simplex Trading
Illinois
$21K +$23.9K +378 New
DWP
647
Destiny Wealth Partners
Florida
$20K
PA
648
PSI Advisors
Florida
$18K -$5.25K -83 -21%
OAJ
649
Ogorek Anthony Joseph
New York
$18K
AC
650
AlphaCore Capital
California
$16K -$58.3K -922 -77%

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.