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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
QCG
651
Quadrant Capital Group
Ohio
$51.1K
UIA
652
Ulland Investment Advisors
Minnesota
$50K +$48.1K +700 New
FPFS
653
First Personal Financial Services
North Carolina
$48.4K -$86.5K -1,260 -65%
WWMSC
654
Wagner Wealth Management (South Carolina)
South Carolina
$45.1K -$13.2K -192 -23%
TFGT
655
TS Financial Group (TSFG)
Illinois
$45K
SWM
656
Sugarloaf Wealth Management
Georgia
$43.8K
CJ
657
Caitlin John
Michigan
$42.6K +$31.9K +465 +401%
IWP
658
IAG Wealth Partners
Wisconsin
$40.9K
FF
659
Friedenthal Financial
New Jersey
$39.2K
SC
660
Solstein Capital
California
$37.6K
FFA
661
Founders Financial Alliance
North Carolina
$34.2K +$69 +1 +0.2%
Russell Investments Group
662
Russell Investments Group
United Kingdom
$33.4K +$17K +248 +114%
OSAM
663
O'Shaughnessy Asset Management
Connecticut
$33K +$3.5K +51 +13%
HWA
664
HHM Wealth Advisors
Tennessee
$31.8K
LFG
665
Larson Financial Group
Missouri
$31.2K -$24.7K -359 -45%
FCM
666
Fourpath Capital Management
Oklahoma
$30.6K +$29.3K +426 New
AWM
667
Avior Wealth Management
Nebraska
$30.5K -$69 -1 -0.2%
AIP
668
Ameritas Investment Partners
Nebraska
$29.1K
BC
669
Barrett & Company
Rhode Island
$28.7K
TCM
670
TruNorth Capital Management
Michigan
$26.3K
BBHC
671
Brown Brothers Harriman & Co
New York
$25.2K
HT
672
Headlands Technologies
Illinois
$24K -$252K -3,664 -92%
OAJ
673
Ogorek Anthony Joseph
New York
$23K +$69 +1 +0.3%
WIM
674
Westside Investment Management
California
$20K
CTA
675
Colonial Trust Advisors
South Carolina
$17.4K

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.