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Invesco S&P 500 Low Volatility ETF

671 hedge funds and large institutions have $5.36B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 255 increasing their positions, 207 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 57

23% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 207

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1% more funds holding

Funds holding: 662671 (+9)

1% more capital invested

Capital invested by funds: $5.3B → $5.36B (+$68.2M)

0.51% more ownership

Funds ownership: 55.75%56.26% (+0.51%)

66% less call options, than puts

Call options by funds: $6.49M | Put options by funds: $19M

Holders
671
Holders Change
+9
Holders Change %
+1.36%
% of All Funds
11.3%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.66%
New
73
Increased
255
Reduced
207
Closed
57
Calls
$6.49M
Puts
$19M
Net Calls
-$12.5M
Net Calls Change
+$4.88M
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
176
Flow Traders U.S.
New York
$2.73M -$1.81M -28,004 -39%
AI
177
Aperture Investors
New York
$2.72M +$2.84M +43,899 New
WWM
178
WT Wealth Management
Arizona
$2.71M +$1.48M +22,907 +110%
Franklin Resources
179
Franklin Resources
California
$2.71M +$2.82M +43,647 New
WI
180
Wintrust Investments
Illinois
$2.67M +$44.4K +686 +2%
JIC
181
Johnson Investment Counsel
Ohio
$2.65M +$73.8K +1,142 +3%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$2.65M -$22.9K -354 -0.8%
SHWM
183
Silicon Hills Wealth Management
Texas
$2.65M -$507K -7,834 -16%
AWA
184
Acorn Wealth Advisors
Michigan
$2.63M -$103K -1,593 -4%
VAS
185
Valicenti Advisory Services
New York
$2.63M -$120K -1,860 -4%
DWMG
186
DB Wealth Management Group
California
$2.61M +$225K +3,473 +9%
AWA
187
Alaska Wealth Advisors
Alaska
$2.61M +$2.72M +42,050 New
NF
188
Nikulski Financial
Iowa
$2.59M +$3.1K +48 +0.1%
JWBC
189
John W. Brooker & Co
California
$2.59M -$23.2K -359 -0.9%
AC
190
Avant Capital
Louisiana
$2.57M -$58.1K -899 -2%
TWM
191
Trinity Wealth Management
Pennsylvania
$2.57M +$1.08M +16,642 +67%
LWP
192
Laurel Wealth Planning
Minnesota
$2.45M -$70K -1,082 -3%
LOIM
193
Liberty One Investment Management
Illinois
$2.44M +$47.8K +739 +2%
BRWA
194
B. Riley Wealth Advisors
Florida
$2.43M -$174K -2,690 -6%
PWMG
195
Pinnacle Wealth Management Group
Michigan
$2.42M +$50K +774 +2%
IWM
196
IHT Wealth Management
Illinois
$2.41M -$65.1K -1,007 -3%
CG
197
Corundum Group
Colorado
$2.36M +$164K +2,533 +7%
KL
198
KWMG LLC
Kansas
$2.35M -$222K -3,431 -8%
OWM
199
OneAscent Wealth Management
Alabama
$2.33M -$240K -3,712 -9%
WCM
200
WealthBridge Capital Management
Ohio
$2.32M +$46.3K +716 +2%

SPLV Hedge Fund Activity: Q2 2022 in Review

671 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2022, worth a combined $5.36B — up 1.3% from $5.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPLV positions and 57 closed out — a net gain of 16 holders — while 255 added to existing stakes and 207 trimmed.

The largest buyer was Dow Chemical Company, opening a new position worth an estimated $259M. The largest seller was Bank of America, cutting an estimated $206M.

  • 671 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2022, up from 662 in Q1 2022.
  • Funds reported $5.36B of Invesco S&P 500 Low Volatility ETF stock for Q2 2022, up 1.3% quarter-over-quarter.
  • 73 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2022 and 57 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2022 was Dow Chemical Company, an estimated $259M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2022 was Bank of America, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2022.