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Invesco S&P 500 Low Volatility ETF

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: 2326 (+3)

4% more funds holding

Funds holding: 685711 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BI
51
Ballast Inc
Kentucky
$13.7M +$239K +3,475 +2%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$13M -$668K -9,727 -5%
GS
53
GTS Securities
New York
$12.9M -$8.5M -123,712 -41%
AWS
54
Atria Wealth Solutions
New York
$12.9M +$2.77M +40,379 +29%
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$12.6M +$7.43M +108,241 +161%
JWA
56
JFS Wealth Advisors
Pennsylvania
$12.2M -$36.6K -533 -0.3%
PMAM
57
Picton Mahoney Asset Management
Ontario, Canada
$11.4M +$51.5K +750 +0.5%
BBP
58
Banco BTG Pactual
Brazil
$11.3M -$1.55M -22,600 -13%
BIA
59
Bell Investment Advisors
California
$11M +$255K +3,706 +2%
HighTower Advisors
60
HighTower Advisors
Illinois
$11M -$455K -6,622 -4%
PA
61
PFG Advisors
Arizona
$10.9M +$8.2M +119,406 +360%
SFS
62
Sowell Financial Services
Arkansas
$10.1M -$43.7K -636 -0.4%
ORC
63
O'Rourke & Company
Massachusetts
$9.91M +$17.3K +252 +0.2%
FGA
64
Fortis Group Advisors
New Jersey
$9.76M +$9.34M +136,055 New
HGERS
65
Householder Group Estate & Retirement Specialist
Arizona
$9.63M -$1.03M -14,927 -10%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$9.16M +$2.54M +36,925 +41%
AAS
67
Avantax Advisory Services
Texas
$9.1M -$629K -9,160 -7%
NP
68
Nilsine Partners
Colorado
$9.04M +$118K +1,723 +1%
FF
69
Fluent Financial
Texas
$9M -$210K -3,055 -2%
TI
70
Tidal Investments
Wisconsin
$8.79M +$8.42M +122,559 New
DWMS
71
Dominguez Wealth Management Solutions
Virginia
$8.67M -$210K -3,060 -2%
Corient Private Wealth
72
Corient Private Wealth
Florida
$8.53M +$451K +6,562 +6%
Mariner
73
Mariner
Kansas
$8.43M +$2.2K +32 +0%
EFG
74
Ethos Financial Group
Pennsylvania
$8.19M +$7.84M +114,214 New
HP
75
Hyperion Partners
Pennsylvania
$8.06M +$338K +4,926 +5%

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.