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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
IAN
101
Integrated Advisors Network
Texas
$5.25M -$521K -7,589 -9%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$5.24M -$118K -1,719 -2%
GT
103
Glenmede Trust
Pennsylvania
$5.23M
UB
104
UMB Bank
Missouri
$5.19M -$591K -8,610 -11%
Prudential Financial
105
Prudential Financial
New Jersey
$4.98M +$2.65M +38,519 +125%
SIA
106
Sovereign Investment Advisors
Arizona
$4.9M -$647K -9,417 -12%
PCFFS
107
Pacific Center for Financial Services
California
$4.83M -$21.2K -308 -0.5%
Jones Financial Companies
108
Jones Financial Companies
Missouri
$4.81M +$2.07M +30,101 +81%
BEI
109
Benjamin Edwards Inc
Missouri
$4.76M +$4.55M +66,312 New
Bank Julius Baer & Co
110
Bank Julius Baer & Co
Switzerland
$4.7M +$3.8M +55,301 New
BMCM
111
Burns Matteson Capital Management
New York
$4.6M -$535K -7,795 -11%
PFA
112
Petra Financial Advisors
Colorado
$4.53M +$807K +11,757 +23%
PI
113
PFG Investments
New York
$4.48M +$137K +1,997 +3%
CAM
114
Cozad Asset Management
Illinois
$4.45M -$85.4K -1,244 -2%
BAM
115
Belpointe Asset Management
Nevada
$4.32M +$4.14M +60,223 New
KA
116
Klingman & Associates
New York
$4.19M
SPIA
117
Steward Partners Investment Advisory
New York
$4.16M -$8.79K -128 -0.2%
PS
118
Principal Securities
Iowa
$4.11M +$3.63M +52,880 +1,198%
TFA
119
Transamerica Financial Advisors
Florida
$4.09M -$3M -43,707 -43%
PWMG
120
Pinnacle Wealth Management Group
Michigan
$4.06M +$3.88M +56,564 New
SW
121
Signify Wealth
Missouri
$4M +$555K +8,079 +17%
GA
122
Geller Advisors
New York
$3.96M
FHA
123
Flagship Harbor Advisors
Massachusetts
$3.95M -$325K -4,739 -8%
FFN
124
Focus Financial Network
Minnesota
$3.94M -$175K -2,551 -4%
EIP
125
Ellis Investment Partners
Pennsylvania
$3.89M -$48.3K -703 -1%

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.