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Invesco S&P 500 Low Volatility ETF
SPLV

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: 711 → 745 (+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: 26 → 24 (-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

Top Buyers

Rank Fund Capital Flow
1
MFG
Merit Financial Group
Georgia
+$124M
2
LMIM
Lockheed Martin Investment Management
Maryland
+$40.1M
3
PAG
Private Advisor Group
New Jersey
+$24M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$19.7M
5
SFA
Sequoia Financial Advisors
Ohio
+$15.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$127M
2
Citigroup
Citigroup
New York
-$31.3M
3
SC
Sykon Capital
New York
-$23.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.6M
5
GS
GTS Securities
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
751
Prudential Financial
New Jersey
– -$4.98M -69,384 Closed
BAM
752
Belpointe Asset Management
Nevada
– -$4.32M -60,223 Closed
ECA
753
Elevation Capital Advisory
Oregon
– -$3.65M -50,950 Closed
Squarepoint
754
Squarepoint
New York
– -$3.23M -44,706 Closed
LCM
755
Lunt Capital Management
Utah
– -$2.13M -29,729 Closed
LA
756
Latitude Advisors
Florida
– -$2.06M -28,705 Closed
WA
757
WESPAC Advisors
California
– -$1.88M -26,198 Closed
BCM
758
Beck Capital Management
Texas
– -$1.7M -23,647 Closed
LMKC
759
L.M. Kohn & Company
Ohio
– -$1.52M -21,199 Closed
KAM
760
Kensington Asset Management
Texas
– -$1.28M -18,000 Closed
SG Americas Securities
761
SG Americas Securities
New York
– -$1.19M -16,561 Closed
ARC
762
Advisor Resource Council
Texas
– -$833K -11,614 Closed
EGM
763
Engineers Gate Manager
New York
– -$703K -9,807 Closed
CAM
764
Covenant Asset Management
New Jersey
– -$651K -9,082 Closed
DAM
765
Deltec Asset Management
New York
– -$574K -8,000 Closed
QT
766
Quantbot Technologies
New York
– -$570K -7,944 Closed
GFG
767
Goldstone Financial Group
Illinois
– -$568K -7,919 Closed
CFMC
768
Curbstone Financial Management Corp
New Hampshire
– -$400K -5,580 Closed
MWM
769
Mission Wealth Management
California
– -$371K -5,166 Closed
ES
770
ETF Store
Kansas
– -$349K -4,861 Closed
Optiver Holding
771
Optiver Holding
Netherlands
– -$344K -4,798 Closed
CSPIA
772
Cary Street Partners Investment Advisory
Virginia
– -$330K -4,605 Closed
LA
773
Lane & Associates
New Jersey
– -$290K -4,049 Closed
EC
774
Estate Counselors
Wisconsin
– -$280K -3,900 Closed
MPW
775
MGO Private Wealth
California
– -$262K -3,653 Closed
28 29 30
31
32

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.