Invesco S&P 500 Low Volatility ETF
SPLV
212 hedge funds and large institutions have $1.87B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 96 reducing their positions, and 19 closing their positions.
1.07% more ownership
Funds ownership: 39.01% → 40.09% (+1.1%)
5% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 19
2% less funds holding
Funds holding: 216 → 212 (-4)
10% less capital invested
Capital invested by funds: $2.08B → $1.87B (-$208M)
29% less funds holding in top 10
Funds holding in top 10: 17 → 12 (-5)
31% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 96
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3.91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$28.3M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$14.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$12.9M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$9.8M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$7.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
-$43.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$27.5M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$23.9M |
| 4 |
LPL Financial
San Diego,
California
|
-$23.2M |
| 5 |
KWILP
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
-$18.9M |
SPLV Hedge Fund Activity: Q2 2015 in Review
212 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2015, worth a combined $1.87B — down 10% from $2.08B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of SPLV and 18 opened new positions — a net loss of 1 holder — while 96 trimmed existing stakes and 66 added.
The largest buyer was Goldman Sachs, adding an estimated $28.3M. The largest seller was FundX Investment Group, exiting entirely with an estimated $43.7M sold.
- 212 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2015, down from 216 in Q1 2015.
- Funds reported $1.87B of Invesco S&P 500 Low Volatility ETF stock for Q2 2015, down 10% quarter-over-quarter.
- 18 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2015 and 19 closed out, a net change of -1 holder.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2015 was Goldman Sachs, an estimated $28.3M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2015 was FundX Investment Group, an estimated $43.7M sold.
Based on aggregated 13F filings for Q2 2015.