We are live on ! Find out more
SPLV icon

Invesco S&P 500 Low Volatility ETF

711 hedge funds and large institutions have $4.72B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 234 increasing their positions, 244 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 36

13% more capital invested

Capital invested by funds: $4.17B → $4.72B (+$555M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

4% more funds holding

Funds holding: 685711 (+26)

2.12% more ownership

Funds ownership: 60.31%62.43% (+2.1%)

4% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 244

92% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $23M

Holders
711
Holders Change
+26
Holders Change %
+3.8%
% of All Funds
10.21%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.37%
New
72
Increased
234
Reduced
244
Closed
36
Calls
$1.77M
Puts
$23M
Net Calls
-$21.2M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
151
Tradition Wealth Management
Minnesota
$2.75M -$185K -2,691 -7%
CCFM
152
Clear Creek Financial Management
Washington
$2.7M +$28K +408 +1%
PA
153
Parallel Advisors
California
$2.7M -$104K -1,521 -4%
JWBC
154
John W. Brooker & Co
California
$2.69M -$77.9K -1,134 -3%
SF
155
Schaeffer Financial
Maryland
$2.67M +$4.39K +64 +0.2%
OAS
156
Optivise Advisory Services
Tennessee
$2.67M +$1.87M +27,284 +276%
TA
157
TruWealth Advisors
Louisiana
$2.62M +$417K +6,073 +20%
FAIM
158
Financial Advocates Investment Management
Washington
$2.61M -$3.35M -48,762 -58%
HNWAG
159
High Net Worth Advisory Group
Florida
$2.56M -$47.9K -698 -2%
LOIM
160
Liberty One Investment Management
Illinois
$2.52M -$12.4K -180 -0.5%
IA
161
IFG Advisory
Georgia
$2.52M +$453K +6,593 +23%
PEA
162
Park Edge Advisors
Ohio
$2.4M +$1.72M +25,099 +299%
WCM
163
WealthBridge Capital Management
Ohio
$2.38M +$58.7K +855 +3%
EWA
164
EP Wealth Advisors
California
$2.38M +$8.72K +127 +0.4%
AP
165
Adero Partners
California
$2.37M -$83.7K -1,219 -4%
SSWM
166
Sheets Smith Wealth Management
North Carolina
$2.34M -$24.9K -362 -1%
PAS
167
Park Avenue Securities
New York
$2.33M +$94.4K +1,374 +4%
Daiwa Securities Group
168
Daiwa Securities Group
Japan
$2.32M +$61.8K +900 +3%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$2.26M -$6.52K -95 -0.3%
WWM
170
WT Wealth Management
Arizona
$2.24M -$94.4K -1,375 -4%
AWM
171
AE Wealth Management
Kansas
$2.24M -$38.7K -564 -2%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$2.24M -$19.1M -277,905 -90%
NRI
173
NFP Retirement Inc
California
$2.23M -$12.4K -180 -0.6%
WCM
174
Weaver Capital Management
Georgia
$2.22M -$15.5K -225 -0.7%
IRC
175
Investors Research Corp
Georgia
$2.22M -$1.92K -28 -0.1%

SPLV Hedge Fund Activity: Q3 2024 in Review

711 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2024, worth a combined $4.72B — up 13% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SPLV positions and 36 closed out — a net gain of 36 holders — while 234 added to existing stakes and 244 trimmed.

The largest buyer was Bank of America, adding an estimated $86M. The largest seller was Morgan Stanley, cutting an estimated $75.5M.

  • 711 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2024, up from 685 in Q2 2024.
  • Funds reported $4.72B of Invesco S&P 500 Low Volatility ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 72 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2024 and 36 closed out, a net change of +36 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2024 was Bank of America, an estimated $86M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2024 was Morgan Stanley, an estimated $75.5M sold.

Based on aggregated 13F filings for Q3 2024.