Invesco S&P 500 Low Volatility ETF
SPLV
150 hedge funds and large institutions have $1.47B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 19 closing their positions.
123% more call options, than puts
Call options by funds: $14.1M | Put options by funds: $6.34M
1.19% more ownership
Funds ownership: 37.3% → 38.49% (+1.2%)
4% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 55
4% less capital invested
Capital invested by funds: $1.53B → $1.47B (-$59.5M)
2% less funds holding
Funds holding: 153 → 150 (-3)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAAM
First Allied Asset Management
San Diego,
California
|
+$11.4M |
| 2 |
SAM
Securian Asset Management
St Paul,
Minnesota
|
+$8.12M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.93M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.26M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$5.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$19.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$18.1M |
| 3 |
Morgan Stanley
New York
|
-$11.6M |
| 4 |
CA
Capital Advantage
Walnut Creek,
California
|
-$11M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6.36M |
SPLV Hedge Fund Activity: Q1 2014 in Review
150 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q1 2014, worth a combined $1.47B — down 3.9% from $1.53B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of SPLV and 17 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 53 added.
The largest buyer was First Allied Asset Management, adding an estimated $11.4M. The largest seller was Bank of America, cutting an estimated $19.7M.
- 150 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q1 2014, down from 153 in Q4 2013.
- Funds reported $1.47B of Invesco S&P 500 Low Volatility ETF stock for Q1 2014, down 3.9% quarter-over-quarter.
- 17 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q1 2014 and 19 closed out, a net change of -2 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q1 2014 was First Allied Asset Management, an estimated $11.4M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q1 2014 was Bank of America, an estimated $19.7M sold.
Based on aggregated 13F filings for Q1 2014.