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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
SOS
626
Silver Oak Securities
Tennessee
$105K +$101K +1,470 New
AssetMark Inc
627
AssetMark Inc
California
$97.8K +$38.7K +564 +71%
S
628
SignatureFD
Georgia
$91.7K +$69 +1 +0.1%
CP
629
Castleview Partners
Texas
$90.8K
RBC
630
Roble Belko & Company
Pennsylvania
$88K
AAP
631
Arax Advisory Partners
Colorado
$88K +$137 +2 +0.2%
TSMHT
632
Thurston Springer Miller Herd & Titak
Indiana
$87K +$32.8K +477 +65%
JFA
633
JNBA Financial Advisors
Minnesota
$84.8K
WSFS
634
Wilmington Savings Fund Society
Delaware
$77.1K +$73.8K +1,075 New
UCB
635
United Community Bank
South Carolina
$73.2K
PCA
636
Providence Capital Advisors
North Carolina
$72.3K
CHA
637
Carmichael Hill & Associates
Maryland
$71.4K +$69 +1 +0.1%
EDRH
638
Edmond de Rothschild Holding
Switzerland
$70.9K
HPC
639
HM Payson & Co
Maine
$68.8K
DIP
640
DT Investment Partners
Pennsylvania
$68.5K
T
641
Tidemark
California
$64.1K +$27.5K +401 +82%
ME
642
McIlrath & Eck
Washington
$63.3K +$275 +4 +0.5%
MSFP
643
Mark Sheptoff Financial Planning
Connecticut
$61K
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$61K +$58.4K +850 New
PA
645
PSI Advisors
Florida
$60.5K +$206 +3 +0.4%
GJIA
646
Glass Jacobson Investment Advisors
Maryland
$58.3K
SIS
647
Sound Income Strategies
Florida
$53.1K +$137 +2 +0.3%
DAM
648
Delta Asset Management
Tennessee
$53K
SC
649
Stephens Consulting
Michigan
$52.8K
AWM
650
Avondale Wealth Management
Texas
$51.9K

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.