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Invesco S&P 500 Low Volatility ETF

684 hedge funds and large institutions have $5.51B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 244 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $1.45M

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

2% more funds holding

Funds holding: 671684 (+13)

3% more capital invested

Capital invested by funds: $5.36B → $5.51B (+$143M)

1% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 242

0.65% more ownership

Funds ownership: 56.26%56.91% (+0.65%)

Holders
684
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.78%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
0.84%
New
54
Increased
244
Reduced
242
Closed
38
Calls
$3.29M
Puts
$1.45M
Net Calls
+$1.84M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$9.48M +$10.1M +160,413 +4,470%
LFPWM
77
Leicht Financial Planning & Wealth Management
New Jersey
$9.46M -$404K -6,385 -4%
BI
78
Ballast Inc
Kentucky
$9.36M +$135K +2,139 +1%
FAIM
79
Financial Advocates Investment Management
Washington
$8.78M +$1.39M +22,022 +17%
HighTower Advisors
80
HighTower Advisors
Illinois
$8.52M +$910K +14,392 +11%
SFS
81
Sowell Financial Services
Arkansas
$8.5M +$9.29M +146,909 New
AWE
82
Avidian Wealth Enterprises
Texas
$8.48M +$8.45M +133,567 +1,023%
APA
83
American Portfolios Advisors
New York
$8.16M -$192K -3,029 -2%
TC
84
Teilinger Capital
Texas
$8.1M +$8.85M +140,000 New
DRS
85
Deane Retirement Strategies
Louisiana
$8.04M -$2.17M -34,273 -20%
SKK
86
Shepherd Kaplan Krochuk
Massachusetts
$8.02M -$2.18M -34,434 -20%
ORC
87
O'Rourke & Company
Massachusetts
$7.72M +$39.2K +619 +0.5%
GWM
88
Geneos Wealth Management
Colorado
$7.54M -$1.16M -18,317 -12%
IDA
89
Intelligence Driven Advisers
California
$7.53M +$1.35M +21,354 +20%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$7.48M +$4.42M +69,843 +117%
SGI
91
Summit Global Investments
Utah
$7.4M +$2.12M +33,562 +36%
Truist Financial
92
Truist Financial
North Carolina
$7.29M +$574K +9,078 +8%
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$7.02M +$7.68M +121,357 New
BMCM
94
Burns Matteson Capital Management
New York
$6.96M +$34.5K +546 +0.5%
FPB
95
First PREMIER Bank
South Dakota
$6.94M +$88.5K +1,400 +1%
HCA
96
Heck Capital Advisors
Wisconsin
$6.9M -$162K -2,558 -2%
FHA
97
Flagship Harbor Advisors
Massachusetts
$6.72M +$255K +4,024 +4%
WFA
98
Wellspring Financial Advisors
Ohio
$6.7M +$257K +4,062 +4%
BBP
99
Banco BTG Pactual
Brazil
$6.59M +$667K +10,550 +10%
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$6.58M

SPLV Hedge Fund Activity: Q3 2022 in Review

684 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2022, worth a combined $5.51B — up 2.7% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPLV positions and 38 closed out — a net gain of 16 holders — while 244 added to existing stakes and 242 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $428M. The largest seller was AdvisorShares Investments, cutting an estimated $45M.

  • 684 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2022, up from 671 in Q2 2022.
  • Funds reported $5.51B of Invesco S&P 500 Low Volatility ETF stock for Q3 2022, up 2.7% quarter-over-quarter.
  • 54 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2022 and 38 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2022 was Balentine LLC, an estimated $428M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2022 was AdvisorShares Investments, an estimated $45M sold.

Based on aggregated 13F filings for Q3 2022.