Invesco S&P 500 Low Volatility ETF
SPLV
593 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 119 increasing their positions, 276 reducing their positions, and 49 closing their positions.
199% more call options, than puts
Call options by funds: $22.2M | Put options by funds: $7.44M
90% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 49
6% more funds holding
Funds holding: 559 → 593 (+34)
4.97% more ownership
Funds ownership: 51.07% → 56.04% (+5%)
3% more capital invested
Capital invested by funds: $4.45B → $4.6B (+$145M)
24% less funds holding in top 10
Funds holding in top 10: 41 → 31 (-10)
57% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 276
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$101M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$56.1M |
| 3 |
Morgan Stanley
New York
|
+$50M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$40.9M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$30.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCC
Dow Chemical Company
Midland,
Michigan
|
-$45.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$43.3M |
| 3 |
CC
Cassaday & Co
Mclean,
Virginia
|
-$42.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$35.8M |
| 5 |
TEE
Tibra Equities Europe
London,
United Kingdom
|
-$22.5M |
SPLV Hedge Fund Activity: Q4 2020 in Review
593 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q4 2020, worth a combined $4.6B — up 3.2% from $4.45B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new SPLV positions and 49 closed out — a net gain of 44 holders — while 119 added to existing stakes and 276 trimmed.
The largest buyer was Charles Schwab, adding an estimated $101M. The largest seller was Dow Chemical Company, exiting entirely with an estimated $45.1M sold.
- 593 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q4 2020, up from 559 in Q3 2020.
- Funds reported $4.6B of Invesco S&P 500 Low Volatility ETF stock for Q4 2020, up 3.2% quarter-over-quarter.
- 93 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q4 2020 and 49 closed out, a net change of +44 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q4 2020 was Charles Schwab, an estimated $101M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q4 2020 was Dow Chemical Company, an estimated $45.1M sold.
Based on aggregated 13F filings for Q4 2020.