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Invesco S&P 500 Low Volatility ETF

388 hedge funds and large institutions have $4.08B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 127 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

22% more capital invested

Capital invested by funds: $3.33B → $4.08B (+$748M)

14% more funds holding in top 10

Funds holding in top 10: 2933 (+4)

7% more funds holding

Funds holding: 363388 (+25)

1.41% more ownership

Funds ownership: 47.33%48.74% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 122

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.45M

Holders
388
Holders Change
+25
Holders Change %
+6.89%
% of All Funds
8.87%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.75%
New
51
Increased
127
Reduced
122
Closed
22
Calls
Puts
$2.45M
Net Calls
-$2.45M
Net Calls Change
+$817K
Name Holding Trade Value Shares
Change
Change in
Stake
SPI
176
Santori & Peters Inc
Pennsylvania
$912K -$203K -4,134 -18%
PA
177
Pinnacle Associates
New York
$897K +$890K +18,106 New
N
178
Natixis
France
$889K +$4.28K +87 +0.5%
JMPWA
179
JP Morgan Private Wealth Advisors
California
$877K -$180K -3,668 -17%
IWM
180
IHT Wealth Management
Illinois
$870K +$109K +2,212 +14%
NWP
181
Northstar Wealth Partners
Connecticut
$834K +$569K +11,565 +219%
IRC
182
Investors Research Corp
Georgia
$833K +$190K +3,862 +30%
SBSB
183
Sullivan, Bruyette, Speros & Blaney
Virginia
$823K +$738 +15 +0.1%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$820K +$246K +4,993 +43%
RCG
185
Ruggie Capital Group
Florida
$813K +$69.6K +1,416 +9%
PP
186
Professional Planning
California
$785K -$19.7K -401 -2%
HFA
187
High Falls Advisors
New York
$783K +$1.87K +38 +0.2%
OC
188
Oppenheimer & Co
New York
$765K -$211K -4,291 -22%
Goldman Sachs
189
Goldman Sachs
New York
$750K -$695K -14,139 -48%
Cerity Partners
190
Cerity Partners
New York
$743K
KeyBank National Association
191
KeyBank National Association
Ohio
$743K
CA
192
Commerzbank Aktiengesellschaft
Germany
$732K +$68.3K +1,390 +10%
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$725K +$160K +3,259 +29%
G
194
GenTrust
Florida
$711K -$330K -6,721 -32%
PP
195
PagnatoKarp Partners
Virginia
$708K +$3.25K +66 +0.5%
DAS
196
Dynamic Advisor Solutions
Arizona
$704K +$3.83K +78 +0.6%
ACS
197
Archford Capital Strategies
Illinois
$692K -$117K -2,372 -15%
VWA
198
V Wealth Advisors
Kansas
$660K +$49.2K +1,000 +8%
AL
199
Aspiriant LLC
California
$660K +$295K +6,000 +82%
CA
200
Calton & Associates
Florida
$657K -$22.1K -450 -3%

SPLV Hedge Fund Activity: Q3 2018 in Review

388 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2018, worth a combined $4.08B — up 22% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SPLV positions and 22 closed out — a net gain of 29 holders — while 127 added to existing stakes and 122 trimmed.

The largest buyer was Dow Chemical Company, opening a new position worth an estimated $225M. The largest seller was Bank of America, cutting an estimated $234M.

  • 388 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2018, up from 363 in Q2 2018.
  • Funds reported $4.08B of Invesco S&P 500 Low Volatility ETF stock for Q3 2018, up 22% quarter-over-quarter.
  • 51 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2018 and 22 closed out, a net change of +29 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2018 was Dow Chemical Company, an estimated $225M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2018 was Bank of America, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2018.