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Invesco S&P 500 Low Volatility ETF

671 hedge funds and large institutions have $5.36B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 255 increasing their positions, 207 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 57

23% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 207

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1% more funds holding

Funds holding: 662671 (+9)

1% more capital invested

Capital invested by funds: $5.3B → $5.36B (+$68.2M)

0.51% more ownership

Funds ownership: 55.75%56.26% (+0.51%)

66% less call options, than puts

Call options by funds: $6.49M | Put options by funds: $19M

Holders
671
Holders Change
+9
Holders Change %
+1.36%
% of All Funds
11.3%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.66%
New
73
Increased
255
Reduced
207
Closed
57
Calls
$6.49M
Puts
$19M
Net Calls
-$12.5M
Net Calls Change
+$4.88M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
101
UMB Bank
Missouri
$6.62M -$382K -5,906 -5%
SPC
102
Sigma Planning Corp
Michigan
$6.61M +$2.74M +42,447 +66%
BBP
103
Banco BTG Pactual
Brazil
$6.41M +$6.69M +103,400 New
MWM
104
MinichMacGregor Wealth Management
New York
$6.4M +$1.05M +16,197 +19%
BAM
105
Belpointe Asset Management
Nevada
$6.38M -$2.12M -32,768 -22%
IAN
106
Integrated Advisors Network
Texas
$6.36M -$35.8K -554 -0.5%
EFS
107
Essex Financial Services
Connecticut
$6.23M +$5.37K +83 +0.1%
EIP
108
Ellis Investment Partners
Pennsylvania
$6.21M +$24.4K +377 +0.4%
CS
109
Credit Suisse
Switzerland
$6.17M -$5.44M -84,138 -46%
CL
110
CPWM LLC
Washington
$5.91M -$526K -8,133 -8%
SGI
111
Summit Global Investments
Utah
$5.86M +$6.11M +94,444 New
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$5.67M +$3.78M +58,509 +178%
SFWC
113
Strategic Family Wealth Counselors
New Jersey
$5.61M +$45.1K +697 +0.8%
HH
114
Hilltop Holdings
Texas
$5.57M -$589K -9,104 -9%
AAS
115
Avantax Advisory Services
Texas
$5.41M +$632K +9,771 +13%
AP
116
Advisors Preferred
Maryland
$5.34M -$2.64M -40,902 -32%
SF
117
Schaeffer Financial
Maryland
$5.31M -$5.63K -87 -0.1%
CA
118
Cetera Advisors
Colorado
$5.29M +$83K +1,284 +2%
WOSD
119
WFA of San Diego
California
$5.27M -$246K -3,805 -4%
JGIA
120
Jackson Grant Investment Advisers
Connecticut
$5.2M -$238K -3,674 -4%
CRC
121
Curi RMB Capital
Illinois
$5.03M
WWM
122
Western Wealth Management
Colorado
$4.95M +$655K +10,130 +15%
TC
123
Toews Corporation
New Jersey
$4.9M +$5.11M +79,009 New
MCM
124
Moore Capital Management
New York
$4.88M -$1.94M -30,008 -28%
AFP
125
Ausdal Financial Partners
Iowa
$4.85M -$28.8K -445 -0.6%

SPLV Hedge Fund Activity: Q2 2022 in Review

671 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2022, worth a combined $5.36B — up 1.3% from $5.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPLV positions and 57 closed out — a net gain of 16 holders — while 255 added to existing stakes and 207 trimmed.

The largest buyer was Dow Chemical Company, opening a new position worth an estimated $259M. The largest seller was Bank of America, cutting an estimated $206M.

  • 671 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2022, up from 662 in Q1 2022.
  • Funds reported $5.36B of Invesco S&P 500 Low Volatility ETF stock for Q2 2022, up 1.3% quarter-over-quarter.
  • 73 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2022 and 57 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2022 was Dow Chemical Company, an estimated $259M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2022 was Bank of America, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2022.