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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
DAC
651
Dividend Assets Capital
South Carolina
$10K +$10K +155 New
MA
652
MCF Advisors
Kentucky
$9K
NIC
653
Northwest Investment Counselors
Oregon
$8K
BNP Paribas Financial Markets
654
BNP Paribas Financial Markets
France
$7.01K -$29.1K -450 -80%
OIA
655
Optimum Investment Advisors
Illinois
$7K
RPCA
656
Running Point Capital Advisors
California
$7K
FWM
657
Focused Wealth Management
New York
$6K +$65 +1 +1%
ACM
658
Antonetti Capital Management
Florida
$5K -$20K -310 -78%
SL
659
Savior LLC
Massachusetts
$5K
AssetMark Inc
660
AssetMark Inc
California
$4K -$7.89K -122 -64%
BMD
661
Better Money Decisions
New Mexico
$4K +$4.01K +62 New
APW
662
Axim Planning & Wealth
Ohio
$4K +$4.33K +67 New
CT
663
Caldwell Trust
Florida
$3.29K
KFI
664
Key Financial Inc
Pennsylvania
$2K
CG
665
Cutler Group
California
$2K +$3.1K +48 New
ONST
666
Old North State Trust
North Carolina
$1.51K
CWC
667
Carolinas Wealth Consulting
North Carolina
$1K -$65 -1 -5%
BBPWM
668
Blue Bell Private Wealth Management
Pennsylvania
$1K
TCWA
669
Ten Capital Wealth Advisors
Washington
$1K +$1.1K +17 New
BRWM
670
B. Riley Wealth Management
Tennessee
$357 +$372K +5,757 New
WIM
671
Westside Investment Management
California
$12
RDIA
672
RE Dickinson Investment Advisors
Iowa
$4 +$3.88K +60 New
SCA
673
Stuart Chaussee & Associates
California
-$47.6M -709,866 Closed
FSA
674
Financial Services Advisory
Maryland
-$25.9M -386,125 Closed
GI
675
Glovista Investments
New Jersey
-$23.4M -348,846 Closed

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.