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Invesco S&P 500 Low Volatility ETF

685 hedge funds and large institutions have $4.17B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 184 increasing their positions, 294 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $494K

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1% less funds holding

Funds holding: 690685 (-5)

6.77% less ownership

Funds ownership: 67.09%60.31% (-6.8%)

17% less capital invested

Capital invested by funds: $5.04B → $4.17B (-$873M)

37% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 294

Holders
685
Holders Change
-5
Holders Change %
-0.72%
% of All Funds
9.89%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
49
Increased
184
Reduced
294
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BI
51
Ballast Inc
Kentucky
$12.2M +$462K +7,142 +4%
JWA
52
JFS Wealth Advisors
Pennsylvania
$11M -$421K -6,504 -4%
VWM
53
Vigilare Wealth Management
Arizona
$10.8M +$5.82M +89,860 +118%
HighTower Advisors
54
HighTower Advisors
Illinois
$10.4M -$371K -5,733 -3%
PMAM
55
Picton Mahoney Asset Management
Ontario, Canada
$10.3M
BIA
56
Bell Investment Advisors
California
$9.73M -$107K -1,652 -1%
HGERS
57
Householder Group Estate & Retirement Specialist
Arizona
$9.69M -$1.22M -18,913 -11%
SFS
58
Sowell Financial Services
Arkansas
$9.19M -$140K -2,166 -2%
AWS
59
Atria Wealth Solutions
New York
$9.05M -$171K -2,639 -2%
ORC
60
O'Rourke & Company
Massachusetts
$8.95M +$62.3K +962 +0.7%
AAS
61
Avantax Advisory Services
Texas
$8.83M +$8.09K +125 +0.1%
FF
62
Fluent Financial
Texas
$8.35M +$8.32M +128,494 New
NP
63
Nilsine Partners
Colorado
$8.08M +$114K +1,766 +1%
DWMS
64
Dominguez Wealth Management Solutions
Virginia
$8.05M +$521K +8,040 +7%
AP
65
Advisors Preferred
Maryland
$7.98M +$1.21M +18,713 +18%
Squarepoint
66
Squarepoint
New York
$7.71M +$291K +4,490 +4%
Mariner
67
Mariner
Kansas
$7.63M -$664K -10,256 -8%
Corient Private Wealth
68
Corient Private Wealth
Florida
$7.3M +$3.81M +58,858 +110%
Creative Planning
69
Creative Planning
Kansas
$7.22M -$16.5K -255 -0.2%
LHWM
70
Lake Hills Wealth Management
Texas
$7.2M -$20.9K -322 -0.3%
HP
71
Hyperion Partners
Pennsylvania
$6.98M +$124K +1,913 +2%
JGIA
72
Jackson Grant Investment Advisers
Connecticut
$6.9M +$293K +4,519 +4%
HWM
73
HB Wealth Management
Georgia
$6.8M -$351K -5,423 -5%
OWM
74
Opes Wealth Management
California
$6.59M +$40.7K +629 +0.6%
CTWM
75
Cherry Tree Wealth Management
Minnesota
$6.55M -$424K -6,541 -6%

SPLV Hedge Fund Activity: Q2 2024 in Review

685 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2024, worth a combined $4.17B — down 17% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPLV positions and 45 closed out — a net gain of 4 holders — while 184 added to existing stakes and 294 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $95M. The largest seller was Dow Chemical Company, exiting entirely with an estimated $263M sold.

  • 685 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2024, down from 690 in Q1 2024.
  • Funds reported $4.17B of Invesco S&P 500 Low Volatility ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 49 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2024 and 45 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2024 was Alaska Permanent Fund, an estimated $95M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2024 was Dow Chemical Company, an estimated $263M sold.

Based on aggregated 13F filings for Q2 2024.