Invesco S&P 500 Low Volatility ETF
SPLV
153 hedge funds and large institutions have $1.46B invested in Invesco S&P 500 Low Volatility ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 57 reducing their positions, and 20 closing their positions.
760% more call options, than puts
Call options by funds: $10.6M | Put options by funds: $1.23M
60% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 20
8% more funds holding
Funds holding: 142 → 153 (+11)
7.65% less ownership
Funds ownership: 44.94% → 37.3% (-7.6%)
21% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 57
24% less capital invested
Capital invested by funds: $1.93B → $1.46B (-$466M)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$3.54M |
| 2 |
Citigroup
New York
|
+$3.2M |
| 3 |
Goldman Sachs
New York
|
+$2.57M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$2.54M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$227M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$188M |
| 3 |
Morgan Stanley
New York
|
-$41.6M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$23.1M |
| 5 |
SG Americas Securities
New York
|
-$18.9M |
SPLV Hedge Fund Activity: Q4 2013 in Review
153 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q4 2013, worth a combined $1.46B — down 24% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SPLV positions and 20 closed out — a net gain of 12 holders — while 45 added to existing stakes and 57 trimmed.
The largest buyer was Invesco, adding an estimated $3.54M. The largest seller was Windhaven Investment Management, cutting an estimated $227M.
- 153 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q4 2013, up from 142 in Q3 2013.
- Funds reported $1.46B of Invesco S&P 500 Low Volatility ETF stock for Q4 2013, down 24% quarter-over-quarter.
- 32 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q4 2013 and 20 closed out, a net change of +12 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q4 2013 was Invesco, an estimated $3.54M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q4 2013 was Windhaven Investment Management, an estimated $227M sold.
Based on aggregated 13F filings for Q4 2013.