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Invesco S&P 500 Low Volatility ETF
SPLV

664 hedge funds and large institutions have $5.3B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 192 increasing their positions, 203 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 41

26% more capital invested

Capital invested by funds: $4.22B → $5.3B (+$1.08B)

22% more funds holding in top 10

Funds holding in top 10: 27 → 33 (+6)

14% more funds holding

Funds holding: 584 → 664 (+80)

4.46% more ownership

Funds ownership: 54.95% → 59.41% (+4.5%)

5% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 203

28% less call options, than puts

Call options by funds: $2.92M | Put options by funds: $4.04M

Holders
664
Holders Change
+80
Holders Change %
+13.7%
% of All Funds
10.22%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.51%
New
133
Increased
192
Reduced
203
Closed
41
Calls
$2.92M
Puts
$4.04M
Net Calls
-$1.13M
Net Calls Change
-$246K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$263M
2
Two Sigma Investments
Two Sigma Investments
New York
+$40.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$35.7M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$30.3M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$25.6M

Top Sellers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
-$25M
2
CS
Credit Suisse
Switzerland
-$24.5M
3
Invesco
Invesco
Georgia
-$24.4M
4
Goldman Sachs
Goldman Sachs
New York
-$15.1M
5
BAM
BTS Asset Management
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WMSA
76
Weiss Multi-Strategy Advisers
New York
$7.91M +$7.42M +115,177 New
HWM
77
HB Wealth Management
Georgia
$7.75M +$7.27M +112,912 New
EIP
78
Ellis Investment Partners
Pennsylvania
$7.75M +$36K +559 +0.5%
CFO
79
Capitol Family Office
Oregon
$7.74M +$7.26M +112,755 New
FPB
80
First PREMIER Bank
South Dakota
$7.58M +$306K +4,747 +4%
CL
81
CPWM LLC
Washington
$7.39M – – –
NA
82
NewEdge Advisors
Louisiana
$7.26M +$2.45M +37,995 +56%
FS
83
Ferguson Shapiro
Georgia
$7.26M -$119K -1,847 -2%
BMM
84
Berkshire Money Management
Massachusetts
$7.24M +$6.79M +105,421 New
HIIFS
85
Harel Insurance Investments & Financial Services
Israel
$7.19M +$5.81M +90,240 +601%
COF
86
Capital One Financial
Virginia
$7.11M -$1.95M -30,359 -23%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$7.03M +$1.01M +15,643 +18%
Squarepoint
88
Squarepoint
New York
$7.01M +$829K +12,872 +14%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$6.97M +$12.2K +190 +0.2%
Creative Planning
90
Creative Planning
Kansas
$6.96M +$1.86M +28,841 +40%
BAM
91
Belpointe Asset Management
Nevada
$6.95M +$1.46M +22,728 +29%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$6.95M +$2.19M +33,977 +51%
EFS
93
Essex Financial Services
Connecticut
$6.92M -$8.24K -128 -0.1%
IAN
94
Integrated Advisors Network
Texas
$6.73M +$441K +6,847 +8%
FCB
95
First Command Bank
Texas
$6.47M – – –
FWA
96
FSC Wealth Advisors
New York
$6.45M +$6.05M +93,906 New
MWM
97
MinichMacGregor Wealth Management
New York
$6.27M +$99.3K +1,543 +2%
WOSD
98
WFA of San Diego
California
$6.22M -$248K -3,846 -4%
SFWC
99
Strategic Family Wealth Counselors
New Jersey
$6.16M -$126K -1,964 -2%
SF
100
Schaeffer Financial
Maryland
$6.03M +$5.66M +87,869 New
2 3
4
5 6

SPLV Hedge Fund Activity: Q4 2021 in Review

664 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q4 2021, worth a combined $5.3B — up 26% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new SPLV positions and 41 closed out — a net gain of 92 holders — while 192 added to existing stakes and 203 trimmed.

The largest buyer was Bank of America, adding an estimated $263M. The largest seller was HRT Financial, exiting entirely with an estimated $25M sold.

  • 664 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q4 2021, up from 584 in Q3 2021.
  • Funds reported $5.3B of Invesco S&P 500 Low Volatility ETF stock for Q4 2021, up 26% quarter-over-quarter.
  • 133 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q4 2021 and 41 closed out, a net change of +92 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q4 2021 was Bank of America, an estimated $263M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q4 2021 was HRT Financial, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2021.