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Invesco S&P 500 Low Volatility ETF

685 hedge funds and large institutions have $4.17B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 184 increasing their positions, 294 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $494K

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1% less funds holding

Funds holding: 690685 (-5)

6.77% less ownership

Funds ownership: 67.09%60.31% (-6.8%)

17% less capital invested

Capital invested by funds: $5.04B → $4.17B (-$873M)

37% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 294

Holders
685
Holders Change
-5
Holders Change %
-0.72%
% of All Funds
9.89%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
49
Increased
184
Reduced
294
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
76
Transamerica Financial Advisors
Florida
$6.54M
AFTS
77
American Financial & Tax Strategies
New York
$6.49M -$80.5K -1,243 -1%
Truist Financial
78
Truist Financial
North Carolina
$6.41M -$2.91K -45 -0%
EFS
79
Essex Financial Services
Connecticut
$6.3M +$180K +2,776 +3%
FPB
80
First PREMIER Bank
South Dakota
$6.14M -$192K -2,970 -3%
SFWC
81
Strategic Family Wealth Counselors
New Jersey
$5.94M -$54.9K -848 -0.9%
CIAS
82
Capital Investment Advisory Services
North Carolina
$5.9M +$2.02M +31,243 +52%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$5.9M -$1.2M -18,494 -17%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$5.87M -$138K -2,125 -2%
JWCA
85
J.W. Cole Advisors
Florida
$5.8M +$125K +1,925 +2%
AC
86
Avestar Capital
New York
$5.72M +$147K +2,270 +3%
MML Investors Services
87
MML Investors Services
Massachusetts
$5.47M -$424K -6,545 -7%
FAIM
88
Financial Advocates Investment Management
Washington
$5.45M +$152K +2,346 +3%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$5.44M -$146K -2,255 -3%
SC
90
Sykon Capital
New York
$5.34M -$5.83M -90,110 -52%
UB
91
UMB Bank
Missouri
$5.26M -$238K -3,672 -4%
IAN
92
Integrated Advisors Network
Texas
$5.24M -$48.4K -747 -0.9%
GWM
93
Geneos Wealth Management
Colorado
$5.18M +$103K +1,583 +2%
XF
94
XML Financial
Maryland
$5.15M +$201K +3,106 +4%
CRC
95
Curi RMB Capital
Illinois
$5.03M -$9.84K -152 -0.2%
SI
96
Stephens Inc
Arkansas
$4.98M -$4.99K -77 -0.1%
BFEC
97
Benjamin F. Edwards & Company
Missouri
$4.96M +$54.2K +837 +1%
SIA
98
Sovereign Investment Advisors
Arizona
$4.87M -$17.6K -272 -0.3%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$4.85M +$236K +3,649 +5%
GT
100
Glenmede Trust
Pennsylvania
$4.73M +$4.61M +71,259 +4,396%

SPLV Hedge Fund Activity: Q2 2024 in Review

685 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2024, worth a combined $4.17B — down 17% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPLV positions and 45 closed out — a net gain of 4 holders — while 184 added to existing stakes and 294 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $95M. The largest seller was Dow Chemical Company, exiting entirely with an estimated $263M sold.

  • 685 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2024, down from 690 in Q1 2024.
  • Funds reported $4.17B of Invesco S&P 500 Low Volatility ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 49 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2024 and 45 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2024 was Alaska Permanent Fund, an estimated $95M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2024 was Dow Chemical Company, an estimated $263M sold.

Based on aggregated 13F filings for Q2 2024.