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Invesco S&P 500 Low Volatility ETF
SPLV

745 hedge funds and large institutions have $5.72B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 219 increasing their positions, 259 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 48

21% more capital invested

Capital invested by funds: $4.72B → $5.72B (+$997M)

5% more funds holding

Funds holding: 711 → 745 (+34)

1.3% more ownership

Funds ownership: 62.43% → 63.74% (+1.3%)

8% less funds holding in top 10

Funds holding in top 10: 26 → 24 (-2)

15% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 259

98% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $128M

Holders
745
Holders Change
+34
Holders Change %
+4.78%
% of All Funds
9.81%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
93
Increased
219
Reduced
259
Closed
48
Calls
$2.23M
Puts
$128M
Net Calls
-$125M
Net Calls Change
-$104M

Top Buyers

Rank Fund Capital Flow
1
MFG
Merit Financial Group
Georgia
+$124M
2
LMIM
Lockheed Martin Investment Management
Maryland
+$40.1M
3
PAG
Private Advisor Group
New Jersey
+$24M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$19.7M
5
SFA
Sequoia Financial Advisors
Ohio
+$15.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$127M
2
Citigroup
Citigroup
New York
-$31.3M
3
SC
Sykon Capital
New York
-$23.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.6M
5
GS
GTS Securities
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
151
Tradition Wealth Management
Minnesota
$2.6M -$83.1K -1,152 -3%
SF
152
Schaeffer Financial
Maryland
$2.56M -$45.1K -625 -2%
GAA
153
Global Assets Advisory
Florida
$2.49M -$210K -2,908 -8%
LOIM
154
Liberty One Investment Management
Illinois
$2.49M +$29.9K +415 +1%
HNWAG
155
High Net Worth Advisory Group
Florida
$2.49M -$9.74K -135 -0.4%
PAS
156
Park Avenue Securities
New York
$2.46M +$192K +2,663 +8%
IA
157
IFG Advisory
Georgia
$2.39M -$68K -942 -3%
AC
158
Avant Capital
Louisiana
$2.39M +$2.46M +34,144 New
PCG
159
Prosperity Consulting Group
Maryland
$2.37M +$325K +4,509 +15%
GRP
160
Global Retirement Partners
California
$2.32M +$1.36M +18,783 +130%
AP
161
Adero Partners
California
$2.31M -$5.41K -75 -0.2%
EWA
162
EP Wealth Advisors
California
$2.31M -$10.6K -147 -0.4%
WCM
163
WealthBridge Capital Management
Ohio
$2.31M -$15.1K -209 -0.6%
SSWM
164
Sheets Smith Wealth Management
North Carolina
$2.29M +$12.8K +178 +0.5%
WCM
165
Weaver Capital Management
Georgia
$2.28M +$113K +1,570 +5%
FIA
166
Foundations Investment Advisors
Arizona
$2.27M +$371K +5,144 +19%
AWM
167
AE Wealth Management
Kansas
$2.27M +$82.2K +1,140 +4%
PA
168
Parallel Advisors
California
$2.23M -$416K -5,769 -15%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$2.23M +$23.2K +322 +1%
IRC
170
Investors Research Corp
Georgia
$2.15M -$11K -153 -0.5%
NRI
171
NFP Retirement Inc
California
$2.13M -$45.1K -625 -2%
Daiwa Securities Group
172
Daiwa Securities Group
Japan
$2.13M -$144K -1,990 -6%
WWM
173
WT Wealth Management
Arizona
$2.12M -$25.5K -353 -1%
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
$2.12M +$957K +13,261 +78%
VCA
175
Verdence Capital Advisors
Maryland
$2.12M -$44K -610 -2%
5 6
7
8 9

SPLV Hedge Fund Activity: Q4 2024 in Review

745 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q4 2024, worth a combined $5.72B — up 21% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SPLV positions and 48 closed out — a net gain of 45 holders — while 219 added to existing stakes and 259 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $124M. The largest seller was Bank of America, cutting an estimated $127M.

  • 745 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q4 2024, up from 711 in Q3 2024.
  • Funds reported $5.72B of Invesco S&P 500 Low Volatility ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 93 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q4 2024 and 48 closed out, a net change of +45 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q4 2024 was Merit Financial Group, an estimated $124M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q4 2024 was Bank of America, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.