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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
MTIC
676
Missouri Trust & Investment Company
Missouri
$17.1K
SMFG
677
Sumitomo Mitsui Financial Group
Japan
$16.4K -$4.81K -70 -23%
GCM
678
Gables Capital Management
Florida
$14.8K
BLC
679
Brown, Lisle/Cummings
Rhode Island
$14.6K
NIC
680
Northwest Investment Counselors
Oregon
$11.6K +$11.1K +162 New
CIA
681
Cape Investment Advisory
Georgia
$11.5K
OP
682
ORG Partners
Indiana
$11.1K -$67K -975 -87%
CA
683
Crewe Advisors
Utah
$10.7K
CCC
684
Chelsea Counsel Company
California
$10.5K
MA
685
MCF Advisors
Kentucky
$10K
CA
686
Continuum Advisory
Idaho
$9.53K -$3.37K -49 -27%
OIA
687
Optimum Investment Advisors
Illinois
$9.02K +$69 +1 +0.8%
HIA
688
Harbor Investment Advisory
Maryland
$7.6K
RA
689
Ransom Advisory
Rhode Island
$7.53K
PB
690
Pinnacle Bancorp
Nebraska
$7.32K +$7K +102 New
DPW
691
DiNuzzo Private Wealth
Pennsylvania
$7.17K
ABWM
692
Alpine Bank Wealth Management
Colorado
$7.03K +$6.73K +98 New
GSEP
693
Golden State Equity Partners
California
$5.95K -$745K -10,844 -99%
BWL
694
Bogart Wealth LLC
Virginia
$5.45K +$3.37K +49 +181%
KFI
695
Key Financial Inc
Pennsylvania
$4.59K
SRCM
696
Signature Resources Capital Management
California
$4.28K +$69 +1 +2%
BSB
697
Bangor Savings Bank
Maine
$4.16K
CT
698
Caldwell Trust
Florida
$3.8K
SS
699
Sunbelt Securities
Texas
$3.8K
WTA
700
Washington Trust Advisors
Massachusetts
$3.23K +$3.09K +45 New

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.