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Invesco S&P 500 Low Volatility ETF

671 hedge funds and large institutions have $5.36B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 255 increasing their positions, 207 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 57

23% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 207

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1% more funds holding

Funds holding: 662671 (+9)

1% more capital invested

Capital invested by funds: $5.3B → $5.36B (+$68.2M)

0.51% more ownership

Funds ownership: 55.75%56.26% (+0.51%)

66% less call options, than puts

Call options by funds: $6.49M | Put options by funds: $19M

Holders
671
Holders Change
+9
Holders Change %
+1.36%
% of All Funds
11.3%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.66%
New
73
Increased
255
Reduced
207
Closed
57
Calls
$6.49M
Puts
$19M
Net Calls
-$12.5M
Net Calls Change
+$4.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Chicago Wealth Management
Illinois
$9.65M +$427K +6,604 +4%
MIAN
77
Mariner Independent Advisor Network
Kansas
$9.54M +$117K +1,807 +1%
GWM
78
Geneos Wealth Management
Colorado
$9.37M +$2.72M +42,119 +40%
APA
79
American Portfolios Advisors
New York
$8.94M -$431K -6,671 -4%
NA
80
NewEdge Advisors
Louisiana
$8.39M +$3.19M +49,382 +57%
TFA
81
Transamerica Financial Advisors
Florida
$8.29M +$8.56M +132,446 +10,655%
ORC
82
O'Rourke & Company
Massachusetts
$8.24M -$479K -7,403 -5%
HighTower Advisors
83
HighTower Advisors
Illinois
$8.23M +$90.6K +1,401 +1%
FAIM
84
Financial Advocates Investment Management
Washington
$8.06M +$5.21M +80,502 +163%
MAP
85
Milestone Advisory Partners
North Carolina
$7.92M +$2.71M +41,935 +50%
LMIM
86
Lockheed Martin Investment Management
Maryland
$7.71M
SFSG
87
Sound Financial Strategies Group
Mississippi
$7.66M +$4.82M +74,495 +152%
HCA
88
Heck Capital Advisors
Wisconsin
$7.56M -$373K -5,776 -5%
BMCM
89
Burns Matteson Capital Management
New York
$7.43M +$10.9K +169 +0.1%
FPB
90
First PREMIER Bank
South Dakota
$7.35M +$203K +3,145 +3%
Truist Financial
91
Truist Financial
North Carolina
$7.26M -$56.6K -875 -0.7%
Mirae Asset Global Investments
92
Mirae Asset Global Investments
South Korea
$7.06M +$7.36M +113,800 New
Creative Planning
93
Creative Planning
Kansas
$7.03M +$711K +10,990 +11%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$6.99M +$2.04M +31,517 +39%
FHA
95
Flagship Harbor Advisors
Massachusetts
$6.96M +$1.05M +16,188 +17%
DAS
96
Dynamic Advisor Solutions
Arizona
$6.94M +$6.6M +102,021 +1,031%
WFA
97
Wellspring Financial Advisors
Ohio
$6.93M +$7.23M +111,837 New
HWM
98
HB Wealth Management
Georgia
$6.78M -$95K -1,469 -1%
IDA
99
Intelligence Driven Advisers
California
$6.72M +$2.98M +46,151 +75%
HIIFS
100
Harel Insurance Investments & Financial Services
Israel
$6.66M +$504K +7,793 +8%

SPLV Hedge Fund Activity: Q2 2022 in Review

671 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2022, worth a combined $5.36B — up 1.3% from $5.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPLV positions and 57 closed out — a net gain of 16 holders — while 255 added to existing stakes and 207 trimmed.

The largest buyer was Dow Chemical Company, opening a new position worth an estimated $259M. The largest seller was Bank of America, cutting an estimated $206M.

  • 671 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2022, up from 662 in Q1 2022.
  • Funds reported $5.36B of Invesco S&P 500 Low Volatility ETF stock for Q2 2022, up 1.3% quarter-over-quarter.
  • 73 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2022 and 57 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2022 was Dow Chemical Company, an estimated $259M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2022 was Bank of America, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2022.