We are live on ! Find out more
SPLV icon

Invesco S&P 500 Low Volatility ETF

685 hedge funds and large institutions have $4.17B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 184 increasing their positions, 294 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $494K

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1% less funds holding

Funds holding: 690685 (-5)

6.77% less ownership

Funds ownership: 67.09%60.31% (-6.8%)

17% less capital invested

Capital invested by funds: $5.04B → $4.17B (-$873M)

37% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 294

Holders
685
Holders Change
-5
Holders Change %
-0.72%
% of All Funds
9.89%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
49
Increased
184
Reduced
294
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
176
Cresset Asset Management
Illinois
$1.82M +$2.98K +46 +0.2%
PPWM
177
Paragon Private Wealth Management
Kentucky
$1.79M -$43.3K -669 -2%
NF
178
Nikulski Financial
Iowa
$1.78M -$137K -2,117 -7%
WC
179
Waterloo Capital
Texas
$1.73M -$9.12M -140,805 -84%
LWP
180
Laurel Wealth Planning
Minnesota
$1.7M -$16.5K -255 -1%
ST
181
Spinnaker Trust
Maine
$1.7M -$7.03M -108,543 -81%
TWM
182
Trinity Wealth Management
Pennsylvania
$1.69M -$12.3K -190 -0.7%
SWM
183
Silverlake Wealth Management
Vermont
$1.68M +$1.67M +25,851 New
AF
184
Allworth Financial
California
$1.67M -$55.5K -857 -3%
CW
185
CreativeOne Wealth
Kansas
$1.66M +$88.8K +1,371 +6%
MWM
186
MorganRosel Wealth Management
Colorado
$1.58M -$54.5K -842 -3%
ONST
187
Old North State Trust
North Carolina
$1.58M
FTS
188
Fifth Third Securities
Ohio
$1.57M +$21.8K +336 +1%
AA
189
Advisory Alpha
Michigan
$1.55M -$22.5K -347 -1%
GWWM
190
Great Waters Wealth Management
Minnesota
$1.55M -$52.7K -814 -3%
DADC
191
D.A. Davidson & Co
Montana
$1.54M +$37.7K +582 +3%
HP
192
Holistic Planning
Texas
$1.54M -$37.1K -573 -2%
ATPW
193
Ashton Thomas Private Wealth
Arizona
$1.53M +$33.3K +515 +2%
NWM
194
Northcape Wealth Management
New York
$1.53M -$74.1K -1,145 -5%
AWA
195
Amplius Wealth Advisors
Pennsylvania
$1.53M -$115K -1,780 -7%
CHAM
196
Clear Harbor Asset Management
Connecticut
$1.52M +$52.9K +817 +4%
PWM
197
Perigon Wealth Management
California
$1.52M +$3.63K +56 +0.2%
TPW
198
Transatlantique Private Wealth
New York
$1.49M +$70.6K +1,091 +5%
ASN
199
Advisory Services Network
Georgia
$1.49M -$111K -1,709 -7%
William Blair & Company
200
William Blair & Company
Illinois
$1.47M +$60.6K +936 +4%

SPLV Hedge Fund Activity: Q2 2024 in Review

685 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2024, worth a combined $4.17B — down 17% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPLV positions and 45 closed out — a net gain of 4 holders — while 184 added to existing stakes and 294 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $95M. The largest seller was Dow Chemical Company, exiting entirely with an estimated $263M sold.

  • 685 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2024, down from 690 in Q1 2024.
  • Funds reported $4.17B of Invesco S&P 500 Low Volatility ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 49 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2024 and 45 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2024 was Alaska Permanent Fund, an estimated $95M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2024 was Dow Chemical Company, an estimated $263M sold.

Based on aggregated 13F filings for Q2 2024.