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Invesco S&P 500 Low Volatility ETF

372 hedge funds and large institutions have $3.94B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 106 increasing their positions, 119 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 22

57% more funds holding in top 10

Funds holding in top 10: 2133 (+12)

20% more funds holding

Funds holding: 310372 (+62)

12% more capital invested

Capital invested by funds: $3.53B → $3.94B (+$407M)

2.72% more ownership

Funds ownership: 50.22%52.94% (+2.7%)

11% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 119

46% less call options, than puts

Call options by funds: $1.34M | Put options by funds: $2.46M

Holders
372
Holders Change
+62
Holders Change %
+20%
% of All Funds
8.44%
Holding in Top 10
33
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+57.14%
% of All Funds
0.75%
New
86
Increased
106
Reduced
119
Closed
22
Calls
$1.34M
Puts
$2.46M
Net Calls
-$1.12M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
126
Darwin Wealth Management
Florida
$2.03M +$253K +5,373 +14%
G
127
GenTrust
Florida
$1.96M +$45.9K +974 +2%
HFS
128
HL Financial Services
Kentucky
$1.95M -$357K -7,570 -16%
CAS
129
Cue Advisory Services
Arizona
$1.83M +$117K +2,479 +7%
IAS
130
IMA Advisory Services
Colorado
$1.81M -$144K -3,049 -7%
ACM
131
Avalon Capital Management
California
$1.81M +$1.79M +38,013 New
BAM
132
Belpointe Asset Management
Nevada
$1.74M +$587K +12,458 +52%
CIAS
133
Capital Investment Advisory Services
North Carolina
$1.69M -$21.1K -448 -1%
GI
134
Glovista Investments
New Jersey
$1.68M +$1.66M +35,316 New
AFP
135
Ausdal Financial Partners
Iowa
$1.63M +$24.9K +528 +2%
MSAM
136
Moloney Securities Asset Management
Missouri
$1.62M -$160K -3,399 -9%
3AM
137
3D Asset Management
Connecticut
$1.54M -$21.1K -448 -1%
SA
138
Strategic Advisors
New York
$1.53M -$2.27M -48,124 -60%
JIC
139
Johnson Investment Counsel
Ohio
$1.52M +$65.7K +1,393 +5%
TC
140
Telemus Capital
Michigan
$1.48M +$182K +3,867 +14%
MAP
141
Milestone Advisory Partners
North Carolina
$1.47M +$1.45M +30,695 New
NWP
142
Northstar Wealth Partners
Connecticut
$1.45M -$16.4K -348 -1%
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.44M -$42K -890 -3%
BCM
144
Beck Capital Management
Texas
$1.43M -$7.54K -160 -0.5%
WIP
145
Wellesley Investment Partners
Massachusetts
$1.42M +$35.8K +760 +3%
SI
146
SII Investments
Wisconsin
$1.33M -$1.42M -30,074 -52%
PA
147
PFG Advisors
Arizona
$1.33M +$1.31M +27,880 New
SPI
148
Santori & Peters Inc
Pennsylvania
$1.32M +$1.36M +28,867 New
Wolverine Trading
149
Wolverine Trading
Illinois
$1.31M +$1.08M +23,013 +511%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$1.31M +$560K +11,888 +76%

SPLV Hedge Fund Activity: Q4 2017 in Review

372 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q4 2017, worth a combined $3.94B — up 12% from $3.53B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SPLV positions and 22 closed out — a net gain of 64 holders — while 106 added to existing stakes and 119 trimmed.

The largest buyer was Bank of America, adding an estimated $120M. The largest seller was Gateway Advisory, cutting an estimated $41.8M.

  • 372 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q4 2017, up from 310 in Q3 2017.
  • Funds reported $3.94B of Invesco S&P 500 Low Volatility ETF stock for Q4 2017, up 12% quarter-over-quarter.
  • 86 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q4 2017 and 22 closed out, a net change of +64 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q4 2017 was Bank of America, an estimated $120M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q4 2017 was Gateway Advisory, an estimated $41.8M sold.

Based on aggregated 13F filings for Q4 2017.