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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
BL
726
Balentine LLC
Georgia
-$345K -5,316 Closed
PCM
727
Prelude Capital Management
New York
-$302K -4,644 Closed
MCM
728
Mitchell Capital Management
Kansas
-$300K -4,615 Closed
SFA
729
Sequoia Financial Advisors
Ohio
-$279K -4,288 Closed
Envestnet Portfolio Solutions
730
Envestnet Portfolio Solutions
Illinois
-$256K -3,937 Closed
WBWA
731
William B. Walkup & Associates
South Carolina
-$249K -3,841 Closed
WWM
732
WJ Wealth Management
Arizona
-$224K -3,450 Closed
Thrivent Financial for Lutherans
733
Thrivent Financial for Lutherans
Minnesota
-$215K -3,310 Closed
SP
734
SWS Partners
Ohio
-$172K -2,650 Closed
KFS
735
Kelly Financial Services
Massachusetts
-$109K -1,682 Closed
SWC
736
Spectrum Wealth Counsel
Indiana
-$87.7K -1,350 Closed
TWP
737
Triad Wealth Partners
Kansas
-$49.6K -763 Closed
CBT
738
Central Bank & Trust
Kentucky
-$20.1K -310 Closed
SSB
739
Sandy Spring Bank
Maryland
-$17.5K -270 Closed
SA
740
Scarborough Advisors
Maryland
-$15.6K -241 Closed
FFL
741
Financial Freedom LLC
Ohio
-$13.3K -205 Closed
RFG
742
RFP Financial Group
Georgia
-$13.2K -203 Closed
CWM
743
Compass Wealth Management
Connecticut
-$9.74K -150 Closed
Franklin Resources
744
Franklin Resources
California
-$8.25K -127 Closed
Simplex Trading
745
Simplex Trading
Illinois
-$8K -127 Closed
GLR
746
Great Lakes Retirement
Ohio
-$6.5K -100 Closed
LWANC
747
Laurel Wealth Advisors (North Carolina)
North Carolina
-$2.27K -35 Closed

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.