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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
FANJ
701
Financial Architects (New Jersey)
New Jersey
-$249K -3,706 Closed
CCP
702
Clarkston Capital Partners
Michigan
-$243K -3,627 Closed
IC
703
IEQ Capital
California
-$215K -3,201 Closed
KM
704
Kalos Management
Georgia
-$205K -3,189 Closed
PFPT
705
Pinnacle Financial Partners (Tennessee)
Tennessee
-$213K -3,173 Closed
WB
706
WesBanco Bank
West Virginia
-$213K -3,171 Closed
CA
707
Calton & Associates
Florida
-$207K -3,096 Closed
YIA
708
YHB Investment Advisors
Connecticut
-$206K -3,074 Closed
BRC
709
Bell Rock Capital
Delaware
-$207K -3,039 Closed
CWM
710
Calamos Wealth Management
Illinois
-$204K -3,038 Closed
LHWM
711
Lake Hills Wealth Management
Texas
-$203K -3,031 Closed
BCM
712
BTR Capital Management
California
-$201K -3,000 Closed
NFG
713
Nadler Financial Group
Illinois
-$201K -3,000 Closed
RCAG
714
Rehmann Capital Advisory Group
Michigan
-$200K -2,982 Closed
WBC
715
West Branch Capital
Massachusetts
-$176K -2,624 Closed
HA
716
Herold Advisors
New York
-$174K -2,600 Closed
PCG
717
Private Capital Group
Connecticut
-$171K -2,551 Closed
SCA
718
Sandy Cove Advisors
Massachusetts
-$134K -2,000 Closed
NSB
719
Norway Savings Bank
Maine
-$88K -1,310 Closed
PO
720
Private Ocean
California
-$67K -1,000 Closed
Deutsche Bank
721
Deutsche Bank
Germany
-$64K -958 Closed
LWANC
722
Laurel Wealth Advisors (North Carolina)
North Carolina
-$47K -700 Closed
ARIS
723
Advanced Research Investment Solutions
California
-$13K -200 Closed
FAG
724
Fortitude Advisory Group
Washington
-$9K -139 Closed
FPS
725
Fieldpoint Private Securities
Connecticut
-$8K -125 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.