We are live on ! Find out more
SPLV icon

Invesco S&P 500 Low Volatility ETF

684 hedge funds and large institutions have $5.51B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 244 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $1.45M

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

2% more funds holding

Funds holding: 671684 (+13)

3% more capital invested

Capital invested by funds: $5.36B → $5.51B (+$143M)

1% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 242

0.65% more ownership

Funds ownership: 56.26%56.91% (+0.65%)

Holders
684
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.78%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
0.84%
New
54
Increased
244
Reduced
242
Closed
38
Calls
$3.29M
Puts
$1.45M
Net Calls
+$1.84M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
101
HB Wealth Management
Georgia
$6.52M +$224K +3,535 +3%
PWM
102
Peterson Wealth Management
Nevada
$6.5M +$2.3M +36,407 +48%
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$6.48M -$25.7K -406 -0.4%
WWM
104
WT Wealth Management
Arizona
$6.47M +$4.31M +68,193 +156%
Creative Planning
105
Creative Planning
Kansas
$6.45M -$116K -1,838 -2%
IAN
106
Integrated Advisors Network
Texas
$5.97M +$40.9K +646 +0.6%
UB
107
UMB Bank
Missouri
$5.9M -$307K -4,855 -5%
MAP
108
Milestone Advisory Partners
North Carolina
$5.83M -$1.58M -25,007 -20%
EFS
109
Essex Financial Services
Connecticut
$5.77M -$35.8K -566 -0.6%
HIIFS
110
Harel Insurance Investments & Financial Services
Israel
$5.71M -$830K -13,130 -12%
HF
111
HRT Financial
New York
$5.61M +$6.13M +96,944 New
AWA
112
Alaska Wealth Advisors
Alaska
$5.55M +$3.41M +53,857 +128%
CL
113
CPWM LLC
Washington
$5.52M
EIP
114
Ellis Investment Partners
Pennsylvania
$5.48M -$345K -5,461 -5%
BAM
115
Belpointe Asset Management
Nevada
$5.37M -$1.28M -20,171 -18%
CS
116
Credit Suisse
Switzerland
$5.24M -$571K -9,022 -9%
SFWC
117
Strategic Family Wealth Counselors
New Jersey
$5.23M +$2.02K +32 +0%
HH
118
Hilltop Holdings
Texas
$5.23M +$32.5K +514 +0.6%
SF
119
Schaeffer Financial
Maryland
$5M +$55.4K +876 +1%
NYLIM
120
New York Life Investment Management
New York
$5M +$1.92M +30,343 +54%
WWM
121
Western Wealth Management
Colorado
$4.9M +$276K +4,358 +5%
DTIM
122
Danda Trouve Investment Management
Kansas
$4.9M +$5.36M +84,682 New
JGIA
123
Jackson Grant Investment Advisers
Connecticut
$4.88M +$30.2K +477 +0.6%
WOSD
124
WFA of San Diego
California
$4.78M -$152K -2,407 -3%
AAS
125
Avantax Advisory Services
Texas
$4.72M -$362K -5,727 -7%

SPLV Hedge Fund Activity: Q3 2022 in Review

684 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2022, worth a combined $5.51B — up 2.7% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPLV positions and 38 closed out — a net gain of 16 holders — while 244 added to existing stakes and 242 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $428M. The largest seller was AdvisorShares Investments, cutting an estimated $45M.

  • 684 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2022, up from 671 in Q2 2022.
  • Funds reported $5.51B of Invesco S&P 500 Low Volatility ETF stock for Q3 2022, up 2.7% quarter-over-quarter.
  • 54 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2022 and 38 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2022 was Balentine LLC, an estimated $428M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2022 was AdvisorShares Investments, an estimated $45M sold.

Based on aggregated 13F filings for Q3 2022.