We are live on ! Find out more
SPLV icon

Invesco S&P 500 Low Volatility ETF

584 hedge funds and large institutions have $4.22B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 155 increasing their positions, 239 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 41

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

0% more funds holding

Funds holding: 584584 (0)

5% less capital invested

Capital invested by funds: $4.42B → $4.22B (-$206M)

1.1% less ownership

Funds ownership: 56.05%54.95% (-1.1%)

26% less call options, than puts

Call options by funds: $2.54M | Put options by funds: $3.42M

35% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 239

Holders
584
Holders Change
Holders Change %
0%
% of All Funds
10.22%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.47%
New
52
Increased
155
Reduced
239
Closed
41
Calls
$2.54M
Puts
$3.42M
Net Calls
-$880K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
101
Klingman & Associates
New York
$4.51M -$31.5K -500 -0.7%
FHA
102
First Horizon Advisors
Tennessee
$4.44M +$3.4M +53,991 +284%
PA
103
PFG Advisors
Arizona
$4.43M -$505K -8,015 -10%
Creative Planning
104
Creative Planning
Kansas
$4.42M -$1.29M -20,515 -22%
SWP
105
Stratos Wealth Partners
Ohio
$4.38M -$4.54K -72 -0.1%
Man Group
106
Man Group
United Kingdom
$4.32M +$2.16M +34,306 +93%
AP
107
Adero Partners
California
$4.18M -$162K -2,567 -4%
SHWM
108
Silicon Hills Wealth Management
Texas
$4.15M -$365K -5,791 -8%
NA
109
NewEdge Advisors
Louisiana
$4.13M -$1.28M -20,293 -23%
PWMG
110
Pinnacle Wealth Management Group
Michigan
$4.11M -$218K -3,465 -5%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$4.09M +$1.57M +24,942 +59%
GSC
112
G&S Capital
Colorado
$4.02M -$33.7K -534 -0.8%
AAS
113
Avantax Advisory Services
Texas
$3.98M -$595K -9,430 -13%
Mariner
114
Mariner
Kansas
$3.9M -$6.62K -105 -0.2%
FAG
115
Financial Advisory Group
Texas
$3.88M -$6.3K -100 -0.2%
AWM
116
AE Wealth Management
Kansas
$3.79M -$898K -14,239 -19%
PCFFS
117
Pacific Center for Financial Services
California
$3.73M +$388K +6,158 +11%
ST
118
Spinnaker Trust
Maine
$3.61M +$288K +4,573 +8%
GI
119
Glovista Investments
New Jersey
$3.49M -$4.03M -63,953 -53%
AIC
120
Ameritas Investment Company
Nebraska
$3.47M +$295K +4,677 +9%
AFP
121
Ausdal Financial Partners
Iowa
$3.46M +$91.9K +1,457 +3%
F
122
F3Logic
Minnesota
$3.44M +$3.28M +52,083 +1,162%
TA
123
TruWealth Advisors
Louisiana
$3.39M -$32.5K -515 -0.9%
CFA
124
Carroll Financial Associates
North Carolina
$3.33M -$53.9K -855 -2%
PWM
125
Peterson Wealth Management
Nevada
$3.31M +$51.8K +821 +2%

SPLV Hedge Fund Activity: Q3 2021 in Review

584 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2021, worth a combined $4.22B — down 4.7% from $4.42B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SPLV positions and 41 closed out — a net gain of 11 holders — while 155 added to existing stakes and 239 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $68.7M. The largest seller was Bank of America, cutting an estimated $188M.

  • 584 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $4.22B of Invesco S&P 500 Low Volatility ETF stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 52 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2021 and 41 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2021 was HSBC Holdings, an estimated $68.7M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2021 was Bank of America, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2021.