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Invesco S&P 500 Low Volatility ETF

711 hedge funds and large institutions have $4.72B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 234 increasing their positions, 244 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 36

13% more capital invested

Capital invested by funds: $4.17B → $4.72B (+$555M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

4% more funds holding

Funds holding: 685711 (+26)

2.12% more ownership

Funds ownership: 60.31%62.43% (+2.1%)

4% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 244

92% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $23M

Holders
711
Holders Change
+26
Holders Change %
+3.8%
% of All Funds
10.21%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.37%
New
72
Increased
234
Reduced
244
Closed
36
Calls
$1.77M
Puts
$23M
Net Calls
-$21.2M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ONST
201
Old North State Trust
North Carolina
$1.74M -$6.39K -93 -0.4%
AA
202
Advisory Alpha
Michigan
$1.73M +$11.9K +173 +0.7%
BCM
203
Beck Capital Management
Texas
$1.7M +$1.62M +23,647 New
CAS
204
Coppell Advisory Solutions
Texas
$1.69M +$1.6M +23,329 +6,462%
PWM
205
Perigon Wealth Management
California
$1.68M +$893 +13 +0.1%
GWWM
206
Great Waters Wealth Management
Minnesota
$1.68M -$33K -480 -2%
AF
207
Allworth Financial
California
$1.66M -$130K -1,896 -8%
SW
208
SteelPeak Wealth
California
$1.65M +$41.8K +608 +3%
AWA
209
Amplius Wealth Advisors
Pennsylvania
$1.65M -$42K -611 -3%
FTS
210
Fifth Third Securities
Ohio
$1.64M -$95.9K -1,396 -6%
NWM
211
Northcape Wealth Management
New York
$1.63M -$63.2K -920 -4%
DADC
212
D.A. Davidson & Co
Montana
$1.6M -$96.5K -1,405 -6%
LIWM
213
Long Island Wealth Management
New York
$1.57M +$5.77K +84 +0.4%
William Blair & Company
214
William Blair & Company
Illinois
$1.57M -$56.7K -826 -4%
ATPW
215
Ashton Thomas Private Wealth
Arizona
$1.54M -$144K -2,101 -9%
LMKC
216
L.M. Kohn & Company
Ohio
$1.52M +$1.46M +21,199 New
VWA
217
Visionary Wealth Advisors
Illinois
$1.51M -$12.4K -180 -0.8%
BNP Paribas Financial Markets
218
BNP Paribas Financial Markets
France
$1.5M +$1.28M +18,705 +854%
TP
219
Tranquility Partners
Tennessee
$1.5M -$77.5K -1,129 -5%
TWP
220
Tempus Wealth Planning
California
$1.49M -$34.2K -498 -2%
ASN
221
Advisory Services Network
Georgia
$1.49M
BFM
222
Boston Financial Management
Massachusetts
$1.48M
RJT
223
Raymond James Trust
Florida
$1.47M -$20.3K -295 -1%
TPW
224
Transatlantique Private Wealth
New York
$1.46M -$172K -2,502 -11%
JIC
225
Johnson Investment Counsel
Ohio
$1.46M -$23.4K -340 -2%

SPLV Hedge Fund Activity: Q3 2024 in Review

711 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2024, worth a combined $4.72B — up 13% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SPLV positions and 36 closed out — a net gain of 36 holders — while 234 added to existing stakes and 244 trimmed.

The largest buyer was Bank of America, adding an estimated $86M. The largest seller was Morgan Stanley, cutting an estimated $75.5M.

  • 711 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2024, up from 685 in Q2 2024.
  • Funds reported $4.72B of Invesco S&P 500 Low Volatility ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 72 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2024 and 36 closed out, a net change of +36 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2024 was Bank of America, an estimated $86M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2024 was Morgan Stanley, an estimated $75.5M sold.

Based on aggregated 13F filings for Q3 2024.