We are live on ! Find out more
SPLV icon

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
Goldman Sachs
126
Goldman Sachs
New York
$4.85M +$4.11M +63,497 +432%
OWM
127
Opes Wealth Management
California
$4.77M -$63.2K -978 -1%
PWM
128
Peterson Wealth Management
Nevada
$4.71M +$74.4K +1,151 +2%
ACM
129
Absolute Capital Management
Pennsylvania
$4.71M +$2.41M +37,296 +96%
XF
130
XML Financial
Maryland
$4.71M -$51.3K -794 -1%
SIA
131
Sovereign Investment Advisors
Arizona
$4.71M +$15.9K +246 +0.3%
AI
132
Atria Investments
North Carolina
$4.69M +$1.17M +18,120 +31%
PA
133
PFG Advisors
Arizona
$4.58M +$277K +4,276 +6%
AIC
134
Ayalon Insurance Company
Israel
$4.57M +$2.36M +36,438 +98%
KA
135
Klingman & Associates
New York
$4.52M -$84.1K -1,300 -2%
AWA
136
Amplius Wealth Advisors
Pennsylvania
$4.41M -$3.81M -58,919 -45%
SC
137
Scotia Capital
Ontario, Canada
$4.4M +$1.69M +26,144 +58%
AIP
138
Ahrens Investment Partners
Louisiana
$4.39M -$20K -309 -0.4%
FFN
139
Focus Financial Network
Minnesota
$4.3M +$787K +12,175 +21%
GSC
140
G&S Capital
Colorado
$4.27M +$1.76M +27,221 +65%
AWM
141
AE Wealth Management
Kansas
$4.14M -$52.6M -812,916 -92%
NCM
142
Northwest Capital Management
Oregon
$4.08M +$379K +5,856 +10%
CIAS
143
Capital Investment Advisory Services
North Carolina
$4.07M +$193K +2,988 +5%
DWA
144
Delos Wealth Advisors
Texas
$4.05M +$1.67M +25,789 +65%
GWSG
145
GPS Wealth Strategies Group
Colorado
$3.98M +$2.17M +33,585 +110%
TA
146
TruWealth Advisors
Louisiana
$3.92M +$284K +4,397 +7%
FHA
147
First Horizon Advisors
Tennessee
$3.85M +$444K +6,859 +12%
IA
148
IFP Advisors
Florida
$3.84M
PCFFS
149
Pacific Center for Financial Services
California
$3.78M +$68.9K +1,065 +2%
AP
150
Adero Partners
California
$3.77M -$124K -1,910 -3%

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.