Invesco S&P 500 Low Volatility ETF
SPLV
595 hedge funds and large institutions have $4.42B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 232 reducing their positions, and 107 closing their positions.
0.38% more ownership
Funds ownership: 50.71% → 51.09% (+0.38%)
4% less call options, than puts
Call options by funds: $9.75M | Put options by funds: $10.2M
6% less funds holding
Funds holding: 633 → 595 (-38)
19% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 232
21% less funds holding in top 10
Funds holding in top 10: 85 → 67 (-18)
26% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 107
27% less capital invested
Capital invested by funds: $6.04B → $4.42B (-$1.62B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$167M |
| 2 |
CC
Cassaday & Co
Mclean,
Virginia
|
+$45.1M |
| 3 |
AFG
Albion Financial Group
Salt Lake City,
Utah
|
+$44.1M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$31.2M |
| 5 |
PC
Permanens Capital
New York
|
+$30.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$190M |
| 2 |
Morgan Stanley
New York
|
-$124M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$116M |
| 4 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$75.2M |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$44.6M |
SPLV Hedge Fund Activity: Q1 2020 in Review
595 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q1 2020, worth a combined $4.42B — down 27% from $6.04B a quarter earlier.
Sellers outnumbered buyers: 107 funds closed out of SPLV and 79 opened new positions — a net loss of 28 holders — while 232 trimmed existing stakes and 188 added.
The largest buyer was Charles Schwab, opening a new position worth an estimated $167M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $190M sold.
- 595 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q1 2020, down from 633 in Q4 2019.
- Funds reported $4.42B of Invesco S&P 500 Low Volatility ETF stock for Q1 2020, down 27% quarter-over-quarter.
- 79 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q1 2020 and 107 closed out, a net change of -28 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q1 2020 was Charles Schwab, an estimated $167M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $190M sold.
Based on aggregated 13F filings for Q1 2020.