Invesco S&P 500 Low Volatility ETF
SPLV
492 hedge funds and large institutions have $5.25B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 188 increasing their positions, 150 reducing their positions, and 35 closing their positions.
357% more call options, than puts
Call options by funds: $7.74M | Put options by funds: $1.7M
114% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 35
36% more capital invested
Capital invested by funds: $3.87B → $5.25B (+$1.38B)
25% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 150
7% more funds holding
Funds holding: 459 → 492 (+33)
4.15% more ownership
Funds ownership: 47.96% → 52.11% (+4.1%)
2% more funds holding in top 10
Funds holding in top 10: 49 → 50 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$498M |
| 2 |
Morgan Stanley
New York
|
+$131M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$56.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$41M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$34.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$59.5M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$36M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$32.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$32.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$27.5M |
SPLV Hedge Fund Activity: Q1 2019 in Review
492 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q1 2019, worth a combined $5.25B — up 36% from $3.87B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new SPLV positions and 35 closed out — a net gain of 40 holders — while 188 added to existing stakes and 150 trimmed.
The largest buyer was Bank of America, adding an estimated $498M. The largest seller was Gradient Investments, cutting an estimated $59.5M.
- 492 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q1 2019, up from 459 in Q4 2018.
- Funds reported $5.25B of Invesco S&P 500 Low Volatility ETF stock for Q1 2019, up 36% quarter-over-quarter.
- 75 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q1 2019 and 35 closed out, a net change of +40 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q1 2019 was Bank of America, an estimated $498M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q1 2019 was Gradient Investments, an estimated $59.5M sold.
Based on aggregated 13F filings for Q1 2019.