Invesco S&P 500 Low Volatility ETF
SPLV
311 hedge funds and large institutions have $3.53B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 19 closing their positions.
58% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 19
18% more call options, than puts
Call options by funds: $2M | Put options by funds: $1.69M
6% more capital invested
Capital invested by funds: $3.33B → $3.53B (+$205M)
2.65% more ownership
Funds ownership: 47.58% → 50.23% (+2.6%)
3% more funds holding
Funds holding: 303 → 311 (+8)
1% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 108
13% less funds holding in top 10
Funds holding in top 10: 24 → 21 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$291M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$11.4M |
| 3 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$3.87M |
| 4 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$3M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$123M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$19M |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
-$8.68M |
| 4 |
JP Morgan Chase
New York
|
-$6.92M |
| 5 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$6.66M |
SPLV Hedge Fund Activity: Q3 2017 in Review
311 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2017, worth a combined $3.53B — up 6.2% from $3.33B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SPLV positions and 19 closed out — a net gain of 11 holders — while 109 added to existing stakes and 108 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $291M. The largest seller was Bank of America, cutting an estimated $123M.
- 311 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2017, up from 303 in Q2 2017.
- Funds reported $3.53B of Invesco S&P 500 Low Volatility ETF stock for Q3 2017, up 6.2% quarter-over-quarter.
- 30 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2017 and 19 closed out, a net change of +11 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2017 was Morgan Stanley, an estimated $291M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2017 was Bank of America, an estimated $123M sold.
Based on aggregated 13F filings for Q3 2017.