Invesco S&P 500 Low Volatility ETF
SPLV
727 hedge funds and large institutions have $6.07B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 154 increasing their positions, 330 reducing their positions, and 55 closing their positions.
738% more call options, than puts
Call options by funds: $4.59M | Put options by funds: $547K
85% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 55
20% more capital invested
Capital invested by funds: $5.08B → $6.07B (+$994M)
13.45% more ownership
Funds ownership: 61.62% → 75.07% (+13%)
5% more funds holding
Funds holding: 690 → 727 (+37)
0% more funds holding in top 10
Funds holding in top 10: 26 → 26 (0)
53% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 330
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$669M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$113M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$33.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$55.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$29.1M |
| 3 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$26M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$22.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$19.8M |
SPLV Hedge Fund Activity: Q4 2023 in Review
727 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q4 2023, worth a combined $6.07B — up 20% from $5.08B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new SPLV positions and 55 closed out — a net gain of 47 holders — while 154 added to existing stakes and 330 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $669M. The largest seller was Citigroup, cutting an estimated $55.1M.
- 727 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q4 2023, up from 690 in Q3 2023.
- Funds reported $6.07B of Invesco S&P 500 Low Volatility ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 102 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q4 2023 and 55 closed out, a net change of +47 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q4 2023 was Morgan Stanley, an estimated $669M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q4 2023 was Citigroup, an estimated $55.1M sold.
Based on aggregated 13F filings for Q4 2023.