Invesco S&P 500 Low Volatility ETF
SPLV
142 hedge funds and large institutions have $1.25B invested in Invesco S&P 500 Low Volatility ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 21 closing their positions.
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
1.99% more ownership
Funds ownership: 42.96% → 44.94% (+2%)
0% more funds holding
Funds holding: 142 → 142 (0)
0% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 21
11% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 54
35% less capital invested
Capital invested by funds: $1.92B → $1.25B (-$670M)
92% less call options, than puts
Call options by funds: $362K | Put options by funds: $4.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$212M |
| 2 |
SG Americas Securities
New York
|
+$18M |
| 3 |
EAM
Eclectica Asset Management
London,
United Kingdom
|
+$10.2M |
| 4 |
Goldman Sachs
New York
|
+$9.77M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$6.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$51.2M |
| 2 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$50M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$21.7M |
| 4 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$21.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.2M |
SPLV Hedge Fund Activity: Q3 2013 in Review
142 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2013, worth a combined $1.25B — down 35% from $1.92B a quarter earlier.
Fund positioning in SPLV was balanced in Q3 2013: 21 funds opened new positions, 21 closed out, 48 added to existing stakes and 54 trimmed.
The largest buyer was HSBC Holdings, adding an estimated $212M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $51.2M sold.
- 142 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $1.25B of Invesco S&P 500 Low Volatility ETF stock for Q3 2013, down 35% quarter-over-quarter.
- 21 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2013 and 21 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2013 was HSBC Holdings, an estimated $212M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2013 was RiverFront Investment Group, an estimated $51.2M sold.
Based on aggregated 13F filings for Q3 2013.