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Invesco S&P 500 Low Volatility ETF

711 hedge funds and large institutions have $4.72B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 234 increasing their positions, 244 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 36

13% more capital invested

Capital invested by funds: $4.17B → $4.72B (+$555M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

4% more funds holding

Funds holding: 685711 (+26)

2.12% more ownership

Funds ownership: 60.31%62.43% (+2.1%)

4% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 244

92% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $23M

Holders
711
Holders Change
+26
Holders Change %
+3.8%
% of All Funds
10.21%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.37%
New
72
Increased
234
Reduced
244
Closed
36
Calls
$1.77M
Puts
$23M
Net Calls
-$21.2M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$8.02M +$44K +640 +0.6%
AP
77
Advisors Preferred
Maryland
$7.96M -$871K -12,683 -10%
JGIA
78
Jackson Grant Investment Advisers
Connecticut
$7.66M +$35.8K +522 +0.5%
LHWM
79
Lake Hills Wealth Management
Texas
$7.61M -$332K -4,834 -4%
WC
80
Waterloo Capital
Texas
$7.54M +$5.38M +78,403 +294%
HIIFS
81
Harel Insurance Investments & Financial Services
Israel
$7.49M +$6.7M +97,590 +1,432%
HWM
82
HB Wealth Management
Georgia
$7.45M -$51.3K -747 -0.7%
Truist Financial
83
Truist Financial
North Carolina
$7.44M +$350K +5,099 +5%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.33M +$6.67M +97,147 +1,902%
OWM
85
Opes Wealth Management
California
$7.27M -$6.18K -90 -0.1%
AFTS
86
American Financial & Tax Strategies
New York
$7.03M -$134K -1,950 -2%
FPB
87
First PREMIER Bank
South Dakota
$6.62M -$162K -2,364 -2%
Citadel Advisors
88
Citadel Advisors
Florida
$6.6M +$5.32M +77,403 +530%
SFWC
89
Strategic Family Wealth Counselors
New Jersey
$6.41M -$144K -2,101 -2%
JWCA
90
J.W. Cole Advisors
Florida
$6.37M -$36.9K -537 -0.6%
EFS
91
Essex Financial Services
Connecticut
$6.34M -$364K -5,294 -6%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$6.33M -$144K -2,099 -2%
MML Investors Services
93
MML Investors Services
Massachusetts
$6.1M +$57.5K +837 +1%
CTWM
94
Cherry Tree Wealth Management
Minnesota
$5.98M -$1.19M -17,394 -17%
GWM
95
Geneos Wealth Management
Colorado
$5.91M +$184K +2,673 +3%
AC
96
Avestar Capital
New York
$5.83M -$464K -6,761 -8%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$5.72M -$274K -3,987 -5%
CRC
98
Curi RMB Capital
Illinois
$5.56M
TF
99
Trek Financial
Arizona
$5.48M +$2.64M +38,420 +101%
SI
100
Stephens Inc
Arkansas
$5.33M -$167K -2,428 -3%

SPLV Hedge Fund Activity: Q3 2024 in Review

711 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2024, worth a combined $4.72B — up 13% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SPLV positions and 36 closed out — a net gain of 36 holders — while 234 added to existing stakes and 244 trimmed.

The largest buyer was Bank of America, adding an estimated $86M. The largest seller was Morgan Stanley, cutting an estimated $75.5M.

  • 711 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2024, up from 685 in Q2 2024.
  • Funds reported $4.72B of Invesco S&P 500 Low Volatility ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 72 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2024 and 36 closed out, a net change of +36 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2024 was Bank of America, an estimated $86M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2024 was Morgan Stanley, an estimated $75.5M sold.

Based on aggregated 13F filings for Q3 2024.