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Invesco S&P 500 Low Volatility ETF
SPLV

727 hedge funds and large institutions have $6.07B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 154 increasing their positions, 330 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

738% more call options, than puts

Call options by funds: $4.59M | Put options by funds: $547K

85% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 55

20% more capital invested

Capital invested by funds: $5.08B → $6.07B (+$994M)

13.45% more ownership

Funds ownership: 61.62% → 75.07% (+13%)

5% more funds holding

Funds holding: 690 → 727 (+37)

0% more funds holding in top 10

Funds holding in top 10: 26 → 26 (0)

53% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 330

Holders
727
Holders Change
+37
Holders Change %
+5.36%
% of All Funds
10.6%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
102
Increased
154
Reduced
330
Closed
55
Calls
$4.59M
Puts
$547K
Net Calls
+$4.04M
Net Calls Change
+$4.25M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$669M
2
Bank of America
Bank of America
North Carolina
+$113M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$33.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.3M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$55.1M
2
Wells Fargo
Wells Fargo
California
-$29.1M
3
APF
Alaska Permanent Fund
Alaska
-$26M
4
Osaic Holdings
Osaic Holdings
Arizona
-$22.8M
5
Ameriprise
Ameriprise
Minnesota
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
151
Syntegra Private Wealth Group
Missouri
$2.57M -$29.9K -497 -1%
SW
152
Signify Wealth
Missouri
$2.56M +$2.46M +40,833 New
JWBC
153
John W. Brooker & Co
California
$2.54M – – –
Simplex Trading
154
Simplex Trading
Illinois
$2.54M +$2.44M +40,525 New
SPIA
155
Steward Partners Investment Advisory
New York
$2.54M -$55.6K -924 -2%
TC
156
Teilinger Capital
Texas
$2.51M -$4.7M -78,000 -66%
WWM
157
WT Wealth Management
Arizona
$2.46M -$267K -4,436 -10%
N
158
Natixis
France
$2.46M -$80.2K -1,333 -3%
GAA
159
Global Assets Advisory
Florida
$2.45M – – –
HIS
160
Harvest Investment Services
Illinois
$2.43M +$138K +2,289 +6%
M&T Bank
161
M&T Bank
New York
$2.42M – – –
AP
162
Adero Partners
California
$2.42M -$10.5K -175 -0.5%
VAS
163
Valicenti Advisory Services
New York
$2.41M +$70.9K +1,178 +3%
AC
164
Avestar Capital
New York
$2.4M +$536K +8,907 +30%
BRWA
165
B. Riley Wealth Advisors
Florida
$2.4M -$187K -3,100 -7%
SF
166
Schaeffer Financial
Maryland
$2.34M +$2.25M +37,303 New
FA
167
FDx Advisors
Illinois
$2.32M -$152K -2,532 -6%
WWA
168
WCG Wealth Advisors
Nevada
$2.31M -$25.4K -422 -1%
AWA
169
Amplius Wealth Advisors
Pennsylvania
$2.3M -$39.8K -661 -2%
LNC
170
Lincoln National Corp
Pennsylvania
$2.3M +$3.25K +54 +0.1%
LOIM
171
Liberty One Investment Management
Illinois
$2.27M -$59.8K -994 -3%
PA
172
Parallel Advisors
California
$2.27M -$551K -9,154 -20%
PWM
173
Peterson Wealth Management
Nevada
$2.26M -$5M -83,013 -70%
TWM
174
Tradition Wealth Management
Minnesota
$2.26M -$288K -4,777 -12%
PA
175
PFG Advisors
Arizona
$2.26M -$386K -6,416 -15%
5 6
7
8 9

SPLV Hedge Fund Activity: Q4 2023 in Review

727 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q4 2023, worth a combined $6.07B — up 20% from $5.08B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new SPLV positions and 55 closed out — a net gain of 47 holders — while 154 added to existing stakes and 330 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $669M. The largest seller was Citigroup, cutting an estimated $55.1M.

  • 727 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q4 2023, up from 690 in Q3 2023.
  • Funds reported $6.07B of Invesco S&P 500 Low Volatility ETF stock for Q4 2023, up 20% quarter-over-quarter.
  • 102 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q4 2023 and 55 closed out, a net change of +47 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q4 2023 was Morgan Stanley, an estimated $669M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q4 2023 was Citigroup, an estimated $55.1M sold.

Based on aggregated 13F filings for Q4 2023.