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Invesco S&P 500 Low Volatility ETF

745 hedge funds and large institutions have $5.72B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 219 increasing their positions, 259 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 48

21% more capital invested

Capital invested by funds: $4.72B → $5.72B (+$997M)

5% more funds holding

Funds holding: 711745 (+34)

1.3% more ownership

Funds ownership: 62.43%63.74% (+1.3%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

15% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 259

98% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $128M

Holders
745
Holders Change
+34
Holders Change %
+4.78%
% of All Funds
9.81%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
93
Increased
219
Reduced
259
Closed
48
Calls
$2.23M
Puts
$128M
Net Calls
-$125M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
51
Capital Advisors Ltd
Ohio
$13.4M -$253K -3,504 -2%
Wellington Management Group
52
Wellington Management Group
Massachusetts
$12.1M +$12.5M +173,438 New
HSBC Holdings
53
HSBC Holdings
United Kingdom
$11.9M -$6.03M -83,612 -33%
JWA
54
JFS Wealth Advisors
Pennsylvania
$11.7M -$188K -2,612 -2%
IAA
55
Independent Advisor Alliance
North Carolina
$11.6M +$12M +165,908 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$11.5M -$1.24M -17,190 -9%
PMAM
57
Picton Mahoney Asset Management
Ontario, Canada
$11.4M +$262K +3,626 +2%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$11.4M +$2.5M +34,641 +27%
AWS
59
Atria Wealth Solutions
New York
$10.9M -$1.76M -24,461 -14%
GM
60
GeoWealth Management
Illinois
$10.7M -$3.23M -44,826 -23%
BIA
61
Bell Investment Advisors
California
$10.7M -$101K -1,394 -0.9%
BBP
62
Banco BTG Pactual
Brazil
$10.1M -$865K -11,995 -8%
HighTower Advisors
63
HighTower Advisors
Illinois
$10.1M -$689K -9,552 -6%
SFS
64
Sowell Financial Services
Arkansas
$10M +$169K +2,344 +2%
NP
65
Nilsine Partners
Colorado
$9.59M +$789K +10,936 +9%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$9.53M +$7.57M +104,878 +335%
ORC
67
O'Rourke & Company
Massachusetts
$9.47M -$199K -2,756 -2%
MCM
68
MAI Capital Management
Ohio
$9.14M +$8.45M +117,163 +870%
Citadel Advisors
69
Citadel Advisors
Florida
$9.05M +$2.69M +37,261 +41%
DWMS
70
Dominguez Wealth Management Solutions
Virginia
$8.56M +$105K +1,453 +1%
FF
71
Fluent Financial
Texas
$8.27M -$528K -7,321 -6%
Corient Private Wealth
72
Corient Private Wealth
Florida
$8.12M -$220K -3,049 -3%
Mariner
73
Mariner
Kansas
$8.09M -$136K -1,890 -2%
EFG
74
Ethos Financial Group
Pennsylvania
$8.05M +$53.5K +741 +0.6%
Creative Planning
75
Creative Planning
Kansas
$7.8M -$25.3K -351 -0.3%

SPLV Hedge Fund Activity: Q4 2024 in Review

745 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q4 2024, worth a combined $5.72B — up 21% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SPLV positions and 48 closed out — a net gain of 45 holders — while 219 added to existing stakes and 259 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $124M. The largest seller was Bank of America, cutting an estimated $127M.

  • 745 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q4 2024, up from 711 in Q3 2024.
  • Funds reported $5.72B of Invesco S&P 500 Low Volatility ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 93 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q4 2024 and 48 closed out, a net change of +45 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q4 2024 was Merit Financial Group, an estimated $124M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q4 2024 was Bank of America, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.