We are live on ! Find out more
SPLV icon

Invesco S&P 500 Low Volatility ETF

685 hedge funds and large institutions have $4.17B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 184 increasing their positions, 294 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $494K

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1% less funds holding

Funds holding: 690685 (-5)

6.77% less ownership

Funds ownership: 67.09%60.31% (-6.8%)

17% less capital invested

Capital invested by funds: $5.04B → $4.17B (-$873M)

37% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 294

Holders
685
Holders Change
-5
Holders Change %
-0.72%
% of All Funds
9.89%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
49
Increased
184
Reduced
294
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
651
Scarborough Advisors
Maryland
$15.6K -$14.4K -222 -48%
MTIC
652
Missouri Trust & Investment Company
Missouri
$15.5K -$8.09K -125 -34%
Russell Investments Group
653
Russell Investments Group
United Kingdom
$14.2K -$712 -11 -5%
GCM
654
Gables Capital Management
Florida
$13.4K
FFL
655
Financial Freedom LLC
Ohio
$13.3K +$65 +1 +0.5%
BLC
656
Brown, Lisle/Cummings
Rhode Island
$13.2K
RFG
657
RFP Financial Group
Georgia
$13.2K
CA
658
Continuum Advisory
Idaho
$11.7K
CIA
659
Cape Investment Advisory
Georgia
$10.5K
CWM
660
Compass Wealth Management
Connecticut
$9.74K +$9.71K +150 New
CA
661
Crewe Advisors
Utah
$9.68K
CCC
662
Chelsea Counsel Company
California
$9.55K
MA
663
MCF Advisors
Kentucky
$9.09K
Franklin Resources
664
Franklin Resources
California
$8.25K +$8.22K +127 New
OIA
665
Optimum Investment Advisors
Illinois
$8.13K
Simplex Trading
666
Simplex Trading
Illinois
$8K -$468K -7,225 -98%
CJ
667
Caitlin John
Michigan
$7.57K +$65 +1 +0.9%
HIA
668
Harbor Investment Advisory
Maryland
$6.88K
RA
669
Ransom Advisory
Rhode Island
$6.82K
DPW
670
DiNuzzo Private Wealth
Pennsylvania
$6.5K
GLR
671
Great Lakes Retirement
Ohio
$6.5K +$6.47K +100 New
KFI
672
Key Financial Inc
Pennsylvania
$4.16K
SRCM
673
Signature Resources Capital Management
California
$3.85K
BSB
674
Bangor Savings Bank
Maine
$3.77K
CT
675
Caldwell Trust
Florida
$3.44K

SPLV Hedge Fund Activity: Q2 2024 in Review

685 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2024, worth a combined $4.17B — down 17% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPLV positions and 45 closed out — a net gain of 4 holders — while 184 added to existing stakes and 294 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $95M. The largest seller was Dow Chemical Company, exiting entirely with an estimated $263M sold.

  • 685 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2024, down from 690 in Q1 2024.
  • Funds reported $4.17B of Invesco S&P 500 Low Volatility ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 49 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2024 and 45 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2024 was Alaska Permanent Fund, an estimated $95M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2024 was Dow Chemical Company, an estimated $263M sold.

Based on aggregated 13F filings for Q2 2024.