Invesco S&P 500 Low Volatility ETF
SPLV
282 hedge funds and large institutions have $2.95B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 123 reducing their positions, and 42 closing their positions.
29% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 42
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
3% more funds holding
Funds holding: 274 → 282 (+8)
1.85% more ownership
Funds ownership: 44.43% → 46.28% (+1.9%)
6% less capital invested
Capital invested by funds: $3.15B → $2.95B (-$201M)
16% less call options, than puts
Call options by funds: $2.04M | Put options by funds: $2.44M
47% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 123
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$132M |
| 2 |
Citigroup
New York
|
+$114M |
| 3 |
GI
Glovista Investments
Jersey City,
New Jersey
|
+$20.7M |
| 4 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$19.9M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
-$134M |
| 2 |
Morgan Stanley
New York
|
-$66.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$64M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$43.6M |
| 5 |
FIG
FundX Investment Group
San Francisco,
California
|
-$36.8M |
SPLV Hedge Fund Activity: Q4 2016 in Review
282 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q4 2016, worth a combined $2.95B — down 6.4% from $3.15B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new SPLV positions and 42 closed out — a net gain of 12 holders — while 65 added to existing stakes and 123 trimmed.
The largest buyer was Bank of America, adding an estimated $132M. The largest seller was HSBC Holdings, cutting an estimated $134M.
- 282 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q4 2016, up from 274 in Q3 2016.
- Funds reported $2.95B of Invesco S&P 500 Low Volatility ETF stock for Q4 2016, down 6.4% quarter-over-quarter.
- 54 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q4 2016 and 42 closed out, a net change of +12 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q4 2016 was Bank of America, an estimated $132M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q4 2016 was HSBC Holdings, an estimated $134M sold.
Based on aggregated 13F filings for Q4 2016.