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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
SSWM
201
Sheets Smith Wealth Management
North Carolina
$2.32M -$221K -3,420 -8%
Verition Fund Management
202
Verition Fund Management
Connecticut
$2.3M +$1.42M +21,981 +146%
BCI
203
Brinker Capital Investments
Pennsylvania
$2.29M +$22K +340 +0.9%
RJT
204
Raymond James Trust
Florida
$2.28M -$194K -3,006 -8%
HIS
205
Harvest Investment Services
Illinois
$2.28M -$20.6K -319 -0.9%
EWA
206
EP Wealth Advisors
California
$2.24M -$12.8K -198 -0.5%
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$2.2M -$40.4K -625 -2%
SPIA
208
Steward Partners Investment Advisory
New York
$2.2M +$197K +3,049 +9%
HNWAG
209
High Net Worth Advisory Group
Florida
$2.19M -$12.4K -192 -0.5%
WIC
210
Woodmont Investment Counsel
Tennessee
$2.16M -$55.6K -860 -2%
NRI
211
NFP Retirement Inc
California
$2.14M
NL
212
NVWM LLC
Pennsylvania
$2.13M +$2.1M +32,505 +1,690%
IRC
213
Investors Research Corp
Georgia
$2.13M -$1.62K -25 -0.1%
PFT
214
Providence First Trust
Arizona
$2.13M -$32.3K -500 -1%
TPW
215
Transatlantique Private Wealth
New York
$2.12M +$2.21M +34,175 New
LNC
216
Lincoln National Corp
Pennsylvania
$2.11M +$605K +9,357 +38%
JIP
217
Jaffetilchin Investment Partners
Florida
$2.1M +$525K +8,118 +32%
AF
218
Allworth Financial
California
$2.06M +$257K +3,982 +14%
RI
219
Ridgewood Investments
New Jersey
$2.04M -$18.9K -292 -0.9%
FTS
220
Fifth Third Securities
Ohio
$2.01M +$2.09M +32,397 New
MCM
221
Manchester Capital Management
Vermont
$1.98M
TLFA
222
True Link Financial Advisors
California
$1.95M
Koshinski Asset Management
223
Koshinski Asset Management
Illinois
$1.92M -$61.8K -956 -3%
NWM
224
Northcape Wealth Management
New York
$1.87M -$56.6K -875 -3%
AFWM
225
AMJ Financial Wealth Management
Virginia
$1.86M +$501K +7,746 +35%

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.