SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

215 hedge funds and large institutions have $1.9B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
6.01%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.5%
New
26
Increased
69
Reduced
81
Closed
22
Calls
$331K
Puts
$5.62M
Net Calls
-$5.29M
Net Calls Change
-$1.37M

Top Buyers

1
RIM
Rampart Investment Management
Connecticut
$55M
2
GI
Gradient Investments
Minnesota
$52.8M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$39.1M
4
BCI
Brinker Capital Investments
Pennsylvania
$24.1M
5
TFA
Transamerica Financial Advisors
Florida
$38.7M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$370M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$70.1M
3
CS
Credit Suisse
Switzerland
$6.87M
4
Wells Fargo
Wells Fargo
California
$128M
5
UBS Group
UBS Group
Switzerland
$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
151
Birinyi Associates
Connecticut
$315K +$117K +3,250 +59%
SWP
152
Stratos Wealth Partners
Ohio
$313K +$28.5K +793 +10%
PWAP
153
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$310K – – –
JA
154
JOYN Advisors
Georgia
$309K – – –
Northern Trust
155
Northern Trust
Illinois
$300K -$3.59K -100 -1%
ECAM
156
East Coast Asset Management
Massachusetts
$293K – – –
Axa
157
Axa
France
$269K -$21.5K -600 -7%
LI
158
LVZ Inc
Michigan
$268K +$49.6K +1,380 +23%
MA
159
Montag & Associates
Georgia
$266K +$266K +7,404 New
CG
160
Corundum Group
Colorado
$256K +$42.2K +1,173 +20%
PAI
161
Pittenger & Anderson Inc
Nebraska
$252K +$75.4K +2,097 +43%
KTC
162
Kistler-Tiffany Companies
Pennsylvania
$247K – – –
WT
163
Whittier Trust
California
$246K – – –
ACI
164
Alpha Cubed Investments
California
$244K +$244K +6,370 New
MWP
165
MYCIO Wealth Partners
Pennsylvania
$237K – – –
NDSI
166
Newman Dignan & Sheerar Inc
Rhode Island
$234K -$7.64K -212 -3%
DWA
167
Dorsey Wright & Associates
California
$227K -$2.41K -75 -1%
KIA
168
KCM Investment Advisors
California
$221K -$103K -2,847 -32%
CC
169
Courier Capital
New York
$204K – – –
BII
170
Bainco International Investors
Massachusetts
$202K -$25.5K -707 -11%
ICOA
171
Investment Centers of America
North Dakota
$202K – – –
US Bancorp
172
US Bancorp
Minnesota
$192K +$148K +4,135 +340%
Parallax Volatility Advisers
173
Parallax Volatility Advisers
California
$165K +$165K +4,583 +458,300%
BBPWM
174
Blue Bell Private Wealth Management
Pennsylvania
$150K -$22.7K -633 -13%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$144K -$74.1K -2,064 -34%
5 6
7
8 9