Invesco S&P 500 Low Volatility ETF
SPLV
288 hedge funds and large institutions have $3.66B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 73 reducing their positions, and 21 closing their positions.
138% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 21
74% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 73
17% more capital invested
Capital invested by funds: $3.12B → $3.66B (+$541M)
15% more funds holding in top 10
Funds holding in top 10: 26 → 30 (+4)
10% more funds holding
Funds holding: 263 → 288 (+25)
1% more ownership
Funds ownership: 47.35% → 48.35% (+1%)
13% less call options, than puts
Call options by funds: $10.3M | Put options by funds: $11.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$102M |
| 2 |
Morgan Stanley
New York
|
+$99.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$38.5M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$36.4M |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$58M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$37M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$29.1M |
| 4 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$26.3M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$25.3M |
SPLV Hedge Fund Activity: Q2 2016 in Review
288 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2016, worth a combined $3.66B — up 17% from $3.12B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SPLV positions and 21 closed out — a net gain of 29 holders — while 127 added to existing stakes and 73 trimmed.
The largest buyer was Bank of America, adding an estimated $102M. The largest seller was LPL Financial, cutting an estimated $58M.
- 288 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2016, up from 263 in Q1 2016.
- Funds reported $3.66B of Invesco S&P 500 Low Volatility ETF stock for Q2 2016, up 17% quarter-over-quarter.
- 50 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2016 and 21 closed out, a net change of +29 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2016 was Bank of America, an estimated $102M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2016 was LPL Financial, an estimated $58M sold.
Based on aggregated 13F filings for Q2 2016.