Invesco S&P 500 Low Volatility ETF
SPLV
176 hedge funds and large institutions have $2.16B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 15 closing their positions.
160% more funds holding in top 10
Funds holding in top 10: 5 → 13 (+8)
73% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 44
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
29% more capital invested
Capital invested by funds: $1.67B → $2.16B (+$487M)
6.62% more ownership
Funds ownership: 39.92% → 46.54% (+6.6%)
5% more funds holding
Funds holding: 167 → 176 (+9)
100% less call options, than puts
Call options by funds: $4K | Put options by funds: $6.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$215M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$149M |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
+$60.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.1M |
| 5 |
KWILP
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
+$30M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$26.5M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$13.8M |
| 3 |
Goldman Sachs
New York
|
-$6.89M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$5.79M |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$5.67M |
SPLV Hedge Fund Activity: Q3 2014 in Review
176 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2014, worth a combined $2.16B — up 29% from $1.67B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SPLV positions and 15 closed out — a net gain of 10 holders — while 76 added to existing stakes and 44 trimmed.
The largest buyer was Sage Advisory Services, opening a new position worth an estimated $215M. The largest seller was Windhaven Investment Management, cutting an estimated $26.5M.
- 176 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2014, up from 167 in Q2 2014.
- Funds reported $2.16B of Invesco S&P 500 Low Volatility ETF stock for Q3 2014, up 29% quarter-over-quarter.
- 25 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2014 and 15 closed out, a net change of +10 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2014 was Sage Advisory Services, an estimated $215M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2014 was Windhaven Investment Management, an estimated $26.5M sold.
Based on aggregated 13F filings for Q3 2014.