Invesco S&P 500 Low Volatility ETF
SPLV
664 hedge funds and large institutions have $5.3B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 192 increasing their positions, 203 reducing their positions, and 41 closing their positions.
224% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 41
26% more capital invested
Capital invested by funds: $4.22B → $5.3B (+$1.08B)
22% more funds holding in top 10
Funds holding in top 10: 27 → 33 (+6)
14% more funds holding
Funds holding: 584 → 664 (+80)
4.46% more ownership
Funds ownership: 54.95% → 59.41% (+4.5%)
5% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 203
28% less call options, than puts
Call options by funds: $2.92M | Put options by funds: $4.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$263M |
| 2 |
Two Sigma Investments
New York
|
+$40.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$35.7M |
| 4 |
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
+$30.3M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
HRT Financial
New York
|
-$25M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$24.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$24.4M |
| 4 |
Goldman Sachs
New York
|
-$15.1M |
| 5 |
BAM
BTS Asset Management
Lincoln,
Massachusetts
|
-$10.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TPCW
701
TD Private Client Wealth
New York
| – | -$11.9K | -195 | Closed |
|
|
HDIM
702
Hanson & Doremus Investment Management
Burlington,
Vermont
| – | -$10K | -162 | Closed |
|
|
MA
703
MCF Advisors
Covington,
Kentucky
| – | -$9K | -140 | Closed |
|
|
FEG
704
Financial Enhancement Group
Anderson,
Indiana
| – | -$4K | -66 | Closed |
|
705
First Manhattan
New York
| – | -$4K | -66 | Closed |
|
706
Franklin Resources
San Mateo,
California
| – | +$258 | +4 | New |
|
SPLV Hedge Fund Activity: Q4 2021 in Review
664 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q4 2021, worth a combined $5.3B — up 26% from $4.22B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new SPLV positions and 41 closed out — a net gain of 92 holders — while 192 added to existing stakes and 203 trimmed.
The largest buyer was Bank of America, adding an estimated $263M. The largest seller was HRT Financial, exiting entirely with an estimated $25M sold.
- 664 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q4 2021, up from 584 in Q3 2021.
- Funds reported $5.3B of Invesco S&P 500 Low Volatility ETF stock for Q4 2021, up 26% quarter-over-quarter.
- 133 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q4 2021 and 41 closed out, a net change of +92 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q4 2021 was Bank of America, an estimated $263M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q4 2021 was HRT Financial, an estimated $25M sold.
Based on aggregated 13F filings for Q4 2021.