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Invesco S&P 500 Low Volatility ETF

684 hedge funds and large institutions have $5.51B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 244 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $1.45M

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

2% more funds holding

Funds holding: 671684 (+13)

3% more capital invested

Capital invested by funds: $5.36B → $5.51B (+$143M)

1% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 242

0.65% more ownership

Funds ownership: 56.26%56.91% (+0.65%)

Holders
684
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.78%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
0.84%
New
54
Increased
244
Reduced
242
Closed
38
Calls
$3.29M
Puts
$1.45M
Net Calls
+$1.84M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
701
Focus Partners Advisor Solutions
Missouri
-$227K -3,657 Closed
CWP
702
CFM Wealth Partners
Texas
-$217K -3,497 Closed
EFSCE
703
Enterprise Financial Services Corp (EFSC)
Missouri
-$211K -3,402 Closed
F
704
F3Logic
Minnesota
-$211K -3,400 Closed
SC
705
Savant Capital
Illinois
-$208K -3,353 Closed
T
706
TCWP
Ohio
-$205K -3,307 Closed
SFO
707
Stokes Family Office
Louisiana
-$203K -3,281 Closed
AW
708
ACG Wealth
Georgia
-$143K -2,305 Closed
PFGIA
709
Patriot Financial Group Insurance Agency
Massachusetts
-$142K -2,298 Closed
RIM
710
Rockbridge Investment Management
New York
-$107K -1,720 Closed
DC
711
Darrow Company
Massachusetts
-$59K -959 Closed
VRM
712
Vectors Research Management
New York
-$53K -850 Closed
CA
713
CoreCap Advisors
Michigan
-$46K -735 Closed
PWM
714
Prentice Wealth Management
New York
-$33K -527 Closed
BFG
715
Baron Financial Group
New Jersey
-$31K -500 Closed
COCM
716
Charter Oak Capital Management
New Hampshire
-$31K -500 Closed
WPA
717
West Paces Advisors
Georgia
-$28K -452 Closed
TCWM
718
Total Clarity Wealth Management
Illinois
-$26K -425 Closed
PP
719
PrairieView Partners
Minnesota
-$25K -400 Closed
IAS
720
IMA Advisory Services
Colorado
-$12K -195 Closed
DAC
721
Dividend Assets Capital
South Carolina
-$10K -155 Closed
BMD
722
Better Money Decisions
New Mexico
-$4K -62 Closed
RDIA
723
RE Dickinson Investment Advisors
Iowa
-$4 -60 Closed
CG
724
Cutler Group
California
-$3.04K -48 Closed

SPLV Hedge Fund Activity: Q3 2022 in Review

684 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2022, worth a combined $5.51B — up 2.7% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPLV positions and 38 closed out — a net gain of 16 holders — while 244 added to existing stakes and 242 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $428M. The largest seller was AdvisorShares Investments, cutting an estimated $45M.

  • 684 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2022, up from 671 in Q2 2022.
  • Funds reported $5.51B of Invesco S&P 500 Low Volatility ETF stock for Q3 2022, up 2.7% quarter-over-quarter.
  • 54 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2022 and 38 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2022 was Balentine LLC, an estimated $428M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2022 was AdvisorShares Investments, an estimated $45M sold.

Based on aggregated 13F filings for Q3 2022.