Invesco S&P 500 Low Volatility ETF
SPLV
215 hedge funds and large institutions have $1.9B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 81 reducing their positions, and 22 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 12 → 18 (+6)
18% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 22
1.74% more ownership
Funds ownership: 40.09% → 41.83% (+1.7%)
1% more funds holding
Funds holding: 212 → 215 (+3)
1% more capital invested
Capital invested by funds: $1.87B → $1.9B (+$24.6M)
15% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 81
94% less call options, than puts
Call options by funds: $331K | Put options by funds: $5.62M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Rampart Investment Management
Hartford,
Connecticut
|
+$56.6M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$54.4M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$24.8M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$17.1M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$33.1M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$23.8M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$16.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$14.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$9.56M |
SPLV Hedge Fund Activity: Q3 2015 in Review
215 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2015, worth a combined $1.9B — up 1.3% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SPLV positions and 22 closed out — a net gain of 4 holders — while 69 added to existing stakes and 81 trimmed.
The largest buyer was Rampart Investment Management, opening a new position worth an estimated $56.6M. The largest seller was Windhaven Investment Management, cutting an estimated $33.1M.
- 215 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2015, up from 212 in Q2 2015.
- Funds reported $1.9B of Invesco S&P 500 Low Volatility ETF stock for Q3 2015, up 1.3% quarter-over-quarter.
- 26 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2015 and 22 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2015 was Rampart Investment Management, an estimated $56.6M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2015 was Windhaven Investment Management, an estimated $33.1M sold.
Based on aggregated 13F filings for Q3 2015.