Invesco S&P 500 Low Volatility ETF
SPLV
584 hedge funds and large institutions have $4.42B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 135 increasing their positions, 257 reducing their positions, and 40 closing their positions.
58% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 40
30% more call options, than puts
Call options by funds: $3.27M | Put options by funds: $2.52M
3% more funds holding
Funds holding: 569 → 584 (+15)
3% more capital invested
Capital invested by funds: $4.29B → $4.42B (+$130M)
0.9% more ownership
Funds ownership: 55.15% → 56.05% (+0.9%)
12% less funds holding in top 10
Funds holding in top 10: 26 → 23 (-3)
47% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 257
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$188M |
| 2 |
Morgan Stanley
New York
|
+$94.6M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$75.1M |
| 4 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
+$12M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$92.7M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$53.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$46.9M |
| 4 |
Two Sigma Investments
New York
|
-$41.7M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$27.7M |
SPLV Hedge Fund Activity: Q2 2021 in Review
584 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2021, worth a combined $4.42B — up 3% from $4.29B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new SPLV positions and 40 closed out — a net gain of 23 holders — while 135 added to existing stakes and 257 trimmed.
The largest buyer was Bank of America, adding an estimated $188M. The largest seller was Charles Schwab, exiting entirely with an estimated $92.7M sold.
- 584 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2021, up from 569 in Q1 2021.
- Funds reported $4.42B of Invesco S&P 500 Low Volatility ETF stock for Q2 2021, up 3% quarter-over-quarter.
- 63 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2021 and 40 closed out, a net change of +23 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2021 was Bank of America, an estimated $188M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2021 was Charles Schwab, an estimated $92.7M sold.
Based on aggregated 13F filings for Q2 2021.