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Invesco S&P 500 Low Volatility ETF
SPLV

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: 23 → 26 (+3)

4% more funds holding

Funds holding: 685 → 711 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$86M
2
Citigroup
Citigroup
New York
+$28.9M
3
LPL Financial
LPL Financial
California
+$28.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.6M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$21.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$75.5M
2
Goldman Sachs
Goldman Sachs
New York
-$27.5M
3
LLWM
Life Line Wealth Management
California
-$25.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$19.1M
5
GS
GTS Securities
New York
-$8.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
701
Nemes Rush Group
Michigan
$2.21K – – –
MHR
702
Matthew Hamilton Rosenberg
$2.15K -$1.51K -22 -42%
PGAM
703
Princeton Global Asset Management
New Jersey
$1.72K – – –
VF
704
VitalStone Financial
Texas
$1.58K – – –
CWC
705
Carolinas Wealth Consulting
North Carolina
$1.36K +$69 +1 +5%
OLVIG
706
Oliver Lagore Vanvalin Investment Group
Michigan
$1.23K -$69 -1 -6%
WTC
707
WhitTier Trust Company
Nevada
$1.15K +$1.1K +16 New
BBPWM
708
Blue Bell Private Wealth Management
Pennsylvania
$1.08K – – –
AWM
709
Atticus Wealth Management
Florida
$574 – – –
SHF
710
Safe Harbor Fiduciary
Florida
$143 +$137 +2 New
OWP
711
ORG Wealth Partners
Texas
$30 – – –
Renaissance Technologies
712
Renaissance Technologies
New York
– -$4.05M -62,300 Closed
QC
713
Quadrature Capital
United Kingdom
– -$2.84M -43,735 Closed
FTUS
714
Flow Traders U.S.
New York
– -$943K -14,522 Closed
IAIM
715
International Assets Investment Management
Florida
– -$870K -13,400 Closed
DC
716
Diametric Capital
Massachusetts
– -$828K -12,752 Closed
Susquehanna International Group
717
Susquehanna International Group
Pennsylvania
– -$876K -12,749 Closed
TSS
718
Two Sigma Securities
New York
– -$782K -12,036 Closed
National Bank of Canada
719
National Bank of Canada
Quebec, Canada
– -$752K -11,672 Closed
BDAM
720
Blue Door Asset Management
Connecticut
– -$714K -11,000 Closed
AWE
721
Avidian Wealth Enterprises
Texas
– -$667K -10,268 Closed
IWN
722
Independent Wealth Network
Iowa
– -$576K -8,871 Closed
EP
723
Edgestream Partners
New Jersey
– -$475K -7,316 Closed
CCM
724
Cox Capital Management
Massachusetts
– -$469K -7,215 Closed
AGA
725
Arkos Global Advisors
Texas
– -$436K -6,715 Closed
26 27 28
29
30

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.