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Invesco S&P 500 Low Volatility ETF
SPLV

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: 23 → 26 (+3)

4% more funds holding

Funds holding: 685 → 711 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$86M
2
Citigroup
Citigroup
New York
+$28.9M
3
LPL Financial
LPL Financial
California
+$28.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.6M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$21.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$75.5M
2
Goldman Sachs
Goldman Sachs
New York
-$27.5M
3
LLWM
Life Line Wealth Management
California
-$25.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$19.1M
5
GS
GTS Securities
New York
-$8.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
126
Sanctuary Advisors
Indiana
$3.88M +$592K +8,623 +20%
AFP
127
Ausdal Financial Partners
Iowa
$3.7M +$15K +218 +0.4%
ECA
128
Elevation Capital Advisory
Oregon
$3.65M +$3.5M +50,950 New
GSC
129
G&S Capital
Colorado
$3.62M +$482K +7,012 +16%
SC
130
Scotia Capital
Ontario, Canada
$3.57M +$157K +2,283 +5%
WA
131
Waverly Advisors
Alabama
$3.54M -$522K -7,595 -13%
WOSD
132
WFA of San Diego
California
$3.48M -$88.9K -1,294 -3%
BA
133
Birinyi Associates
Connecticut
$3.47M +$137 +2 +0%
MIA
134
Milestone Investment Advisors
Wisconsin
$3.46M -$10.6K -155 -0.3%
SWP
135
Stratos Wealth Partners
Ohio
$3.38M +$117K +1,697 +4%
WWM
136
Western Wealth Management
Colorado
$3.35M +$368K +5,358 +13%
CAM
137
Creekmur Asset Management
Illinois
$3.29M +$12.2K +177 +0.4%
NCM
138
Northwest Capital Management
Oregon
$3.25M -$70.5K -1,026 -2%
JWWM
139
Johnson & White Wealth Management
Pennsylvania
$3.23M -$412 -6 -0%
Squarepoint
140
Squarepoint
New York
$3.21M -$5.08M -73,938 -62%
IFG
141
Independent Financial Group
California
$3.08M +$734K +10,686 +33%
MOS
142
MGO One Seven
Ohio
$2.98M +$36.8K +536 +1%
FHA
143
First Horizon Advisors
Tennessee
$2.95M +$38.7K +564 +1%
SWMG
144
Sard Wealth Management Group
Georgia
$2.9M -$28.4K -414 -1%
WWA
145
WCG Wealth Advisors
Nevada
$2.9M -$23.4K -341 -0.8%
Cerity Partners
146
Cerity Partners
New York
$2.85M -$700K -10,187 -20%
OC
147
Oppenheimer & Co
New York
$2.83M -$161K -2,338 -6%
CG
148
Corundum Group
Colorado
$2.8M -$1.5M -21,790 -36%
GAA
149
Global Assets Advisory
Florida
$2.78M +$2.66M +38,662 New
SPWG
150
Syntegra Private Wealth Group
Missouri
$2.76M -$76.4K -1,112 -3%
4 5
6
7 8

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.