Invesco S&P 500 Low Volatility ETF
SPLV
167 hedge funds and large institutions have $1.67B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 9 closing their positions.
189% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 9
55% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 44
14% more capital invested
Capital invested by funds: $1.47B → $1.67B (+$199M)
11% more funds holding
Funds holding: 150 → 167 (+17)
1.43% more ownership
Funds ownership: 38.49% → 39.92% (+1.4%)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
74% less call options, than puts
Call options by funds: $2.04M | Put options by funds: $7.95M
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$41.5M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$23.6M |
| 3 |
Morgan Stanley
New York
|
+$15.8M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$13.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$12.2M |
Top Sellers
| 1 |
GA
Geller Advisors
New York
|
-$8.62M |
| 2 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$8.2M |
| 3 |
Goldman Sachs
New York
|
-$4.88M |
| 4 |
FAAM
First Allied Asset Management
San Diego,
California
|
-$4.53M |
| 5 |
JG
Jefferies Group
New York
|
-$3.25M |
SPLV Hedge Fund Activity: Q2 2014 in Review
167 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2014, worth a combined $1.67B — up 14% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SPLV positions and 9 closed out — a net gain of 17 holders — while 68 added to existing stakes and 44 trimmed.
The largest buyer was Wells Fargo, adding an estimated $41.5M. The largest seller was Geller Advisors, cutting an estimated $8.62M.
- 167 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2014, up from 150 in Q1 2014.
- Funds reported $1.67B of Invesco S&P 500 Low Volatility ETF stock for Q2 2014, up 14% quarter-over-quarter.
- 26 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2014 and 9 closed out, a net change of +17 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2014 was Wells Fargo, an estimated $41.5M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2014 was Geller Advisors, an estimated $8.62M sold.
Based on aggregated 13F filings for Q2 2014.