Invesco S&P 500 Low Volatility ETF
SPLV
289 hedge funds and large institutions have $2.98B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 124 reducing their positions, and 31 closing their positions.
29% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 31
2% more funds holding
Funds holding: 282 → 289 (+7)
1% more capital invested
Capital invested by funds: $2.95B → $2.98B (+$31M)
0.21% less ownership
Funds ownership: 46.28% → 46.07% (-0.21%)
5% less funds holding in top 10
Funds holding in top 10: 21 → 20 (-1)
34% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 124
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3.92M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$148M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$66.5M |
| 3 |
RIM
Rampart Investment Management
Hartford,
Connecticut
|
+$11.8M |
| 4 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
+$11.6M |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$6.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$93.2M |
| 2 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$27.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$26.4M |
| 4 |
GI
Glovista Investments
Jersey City,
New Jersey
|
-$21.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$14.5M |
SPLV Hedge Fund Activity: Q1 2017 in Review
289 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q1 2017, worth a combined $2.98B — up 1.1% from $2.95B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SPLV positions and 31 closed out — a net gain of 9 holders — while 82 added to existing stakes and 124 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $148M. The largest seller was Citigroup, cutting an estimated $93.2M.
- 289 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q1 2017, up from 282 in Q4 2016.
- Funds reported $2.98B of Invesco S&P 500 Low Volatility ETF stock for Q1 2017, up 1.1% quarter-over-quarter.
- 40 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q1 2017 and 31 closed out, a net change of +9 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q1 2017 was Morgan Stanley, an estimated $148M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q1 2017 was Citigroup, an estimated $93.2M sold.
Based on aggregated 13F filings for Q1 2017.