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Invesco S&P 500 Low Volatility ETF
SPLV

142 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Low Volatility ETF in 2013 Q2 according to their latest regulatory filings, with 142 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.96% more ownership

Funds ownership: 0% → 42.96% (+43%)

100% less call options, than puts

Call options by funds: $392K | Put options by funds: $198M

Holders
142
Holders Change
+142
Holders Change %
–
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
% of All Funds
0.36%
New
142
Increased
–
Reduced
–
Closed
–
Calls
$392K
Puts
$198M
Net Calls
-$198M
Net Calls Change
-$198M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$741M +$750M +23,772,273 New
Morgan Stanley
2
Morgan Stanley
New York
$182M +$185M +5,855,924 New
Bank of America
3
Bank of America
North Carolina
$142M +$144M +4,550,397 New
Wells Fargo
4
Wells Fargo
California
$126M +$127M +4,038,122 New
Invesco
5
Invesco
Georgia
$58.4M +$59.2M +1,876,069 New
3AM
6
3D Asset Management
Connecticut
$55M +$55.7M +1,765,741 New
RIG
7
RiverFront Investment Group
Virginia
$51.2M +$51.9M +1,644,976 New
U
8
UBS
Switzerland
$50.4M +$51.1M +1,620,387 New
LPL Financial
9
LPL Financial
California
$42.3M +$42.8M +1,358,094 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$32.6M +$33M +1,047,301 New
HSBC Holdings
11
HSBC Holdings
United Kingdom
$28.7M +$29M +920,660 New
PPA
12
Parametric Portfolio Associates
Washington
$26M +$26.4M +836,475 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$22.6M +$22.9M +727,332 New
Ohio Public Employees Retirement System (OPERS)
14
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.1M +$21.4M +678,591 New
RJA
15
Raymond James & Associates
Florida
$20.4M +$20.7M +656,038 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$18.9M +$19.1M +605,983 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$18.6M +$18.8M +597,323 New
TF
18
Tompkins Financial
New York
$15.4M +$15.6M +494,800 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$14.2M +$14.4M +457,229 New
Citigroup
20
Citigroup
New York
$13.9M +$14.1M +445,967 New
BCI
21
Brinker Capital Investments
Pennsylvania
$12.5M +$12.6M +400,140 New
LMIM
22
Lockheed Martin Investment Management
Maryland
$10.7M +$10.8M +343,000 New
EK
23
Evensky & Katz
Florida
$10.6M +$10.7M +339,390 New
GA
24
Geller Advisors
New York
$10.1M +$10.3M +325,038 New
KIM
25
Karpus Investment Management
New York
$9.08M +$9.2M +291,721 New
1
2 3 4 5

SPLV Hedge Fund Activity: Q2 2013 in Review

142 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2013, worth a combined $1.92B.

Buyers outnumbered sellers: 142 funds opened new SPLV positions and 0 closed out — a net gain of 142 holders — while 0 added to existing stakes and 0 trimmed.

  • 142 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.92B of Invesco S&P 500 Low Volatility ETF stock for Q2 2013.
  • 142 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2013 and 0 closed out, a net change of +142 holders.

Based on aggregated 13F filings for Q2 2013.