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Invesco S&P 500 Low Volatility ETF

388 hedge funds and large institutions have $4.08B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 127 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

22% more capital invested

Capital invested by funds: $3.33B → $4.08B (+$748M)

14% more funds holding in top 10

Funds holding in top 10: 2933 (+4)

7% more funds holding

Funds holding: 363388 (+25)

1.41% more ownership

Funds ownership: 47.33%48.74% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 122

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.45M

Holders
388
Holders Change
+25
Holders Change %
+6.89%
% of All Funds
8.87%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.75%
New
51
Increased
127
Reduced
122
Closed
22
Calls
Puts
$2.45M
Net Calls
-$2.45M
Net Calls Change
+$817K
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$5.18M -$70.6K -1,436 -1%
MWM
77
MinichMacGregor Wealth Management
New York
$5.14M -$13.5K -274 -0.3%
BBA
78
Braun-Bostich & Associates
Pennsylvania
$5.11M +$247K +5,015 +5%
UB
79
UMB Bank
Missouri
$5.02M -$457K -9,286 -8%
AF
80
Advisornet Financial
Minnesota
$4.84M -$352K -7,152 -7%
UCFA
81
United Capital Financial Advisors
Texas
$4.83M -$1.49M -30,248 -24%
SCP
82
Silverleafe Capital Partners
Tennessee
$4.81M -$154K -3,134 -3%
KA
83
Klingman & Associates
New York
$4.71M -$148K -3,000 -3%
PAM
84
Private Asset Management
California
$4.67M -$184K -3,745 -4%
Axa
85
Axa
France
$4.64M +$498K +10,120 +12%
APA
86
American Portfolios Advisors
New York
$4.59M +$839K +17,056 +23%
FF
87
Friedenthal Financial
New Jersey
$4.39M +$4.36M +88,625 New
CAN
88
Cetera Advisor Networks
California
$4.19M +$483K +9,814 +13%
MAP
89
Milestone Advisory Partners
North Carolina
$4.12M +$136K +2,762 +3%
BTS
90
BB&T Securities
Virginia
$4.11M +$79.2K +1,610 +2%
SG Americas Securities
91
SG Americas Securities
New York
$3.89M -$257K -5,237 -6%
RI
92
Ridgewood Investments
New Jersey
$3.89M -$210K -4,267 -5%
WWMSC
93
Wagner Wealth Management (South Carolina)
South Carolina
$3.84M -$31K -631 -0.8%
Jane Street
94
Jane Street
New York
$3.77M +$239K +4,867 +7%
DG
95
Delek Group
Israel
$3.6M +$3.65M +74,316 New
VF
96
Virtu Financial
New York
$3.48M +$3.1M +63,059 +862%
CG
97
Colony Group
Massachusetts
$3.33M +$13.3K +271 +0.4%
VIA
98
Vantage Investment Advisors
Pennsylvania
$3.31M -$249K -5,061 -7%
Citadel Advisors
99
Citadel Advisors
Florida
$3.31M -$1.49M -30,314 -31%
WP
100
WMS Partners
Maryland
$3.19M

SPLV Hedge Fund Activity: Q3 2018 in Review

388 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2018, worth a combined $4.08B — up 22% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SPLV positions and 22 closed out — a net gain of 29 holders — while 127 added to existing stakes and 122 trimmed.

The largest buyer was Dow Chemical Company, opening a new position worth an estimated $225M. The largest seller was Bank of America, cutting an estimated $234M.

  • 388 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2018, up from 363 in Q2 2018.
  • Funds reported $4.08B of Invesco S&P 500 Low Volatility ETF stock for Q3 2018, up 22% quarter-over-quarter.
  • 51 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2018 and 22 closed out, a net change of +29 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2018 was Dow Chemical Company, an estimated $225M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2018 was Bank of America, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2018.