Invesco S&P 500 Low Volatility ETF
SPLV
246 hedge funds and large institutions have $2.79B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 100 increasing their positions, 58 reducing their positions, and 21 closing their positions.
157% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 21
72% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 58
47% more capital invested
Capital invested by funds: $1.9B → $2.79B (+$890M)
22% more funds holding in top 10
Funds holding in top 10: 18 → 22 (+4)
14% more funds holding
Funds holding: 215 → 246 (+31)
10.64% more ownership
Funds ownership: 41.83% → 52.46% (+11%)
79% less call options, than puts
Call options by funds: $851K | Put options by funds: $4.15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$124M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$110M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$94.6M |
| 4 |
Morgan Stanley
New York
|
+$67.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$60M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$40.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$14.1M |
| 3 |
KWILP
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
-$10.7M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$6.43M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$2.29M |
SPLV Hedge Fund Activity: Q4 2015 in Review
246 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q4 2015, worth a combined $2.79B — up 47% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new SPLV positions and 21 closed out — a net gain of 33 holders — while 100 added to existing stakes and 58 trimmed.
The largest buyer was Sage Advisory Services, opening a new position worth an estimated $124M. The largest seller was Windhaven Investment Management, cutting an estimated $40.2M.
- 246 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q4 2015, up from 215 in Q3 2015.
- Funds reported $2.79B of Invesco S&P 500 Low Volatility ETF stock for Q4 2015, up 47% quarter-over-quarter.
- 54 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q4 2015 and 21 closed out, a net change of +33 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q4 2015 was Sage Advisory Services, an estimated $124M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q4 2015 was Windhaven Investment Management, an estimated $40.2M sold.
Based on aggregated 13F filings for Q4 2015.