Invesco S&P 500 Low Volatility ETF
SPLV
369 hedge funds and large institutions have $3.05B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 149 reducing their positions, and 38 closing their positions.
3% more funds holding in top 10
Funds holding in top 10: 33 → 34 (+1)
5% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 38
1% less funds holding
Funds holding: 373 → 369 (-4)
9.67% less ownership
Funds ownership: 52.95% → 43.27% (-9.7%)
23% less capital invested
Capital invested by funds: $3.94B → $3.05B (-$892M)
28% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 149
55% less call options, than puts
Call options by funds: $2.08M | Put options by funds: $4.63M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$38.3M |
| 2 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
+$18.9M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$9.92M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.2M |
| 5 |
CL
CPWM LLC
Seattle,
Washington
|
+$8.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$560M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$198M |
| 3 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$25.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$17.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$17.1M |
SPLV Hedge Fund Activity: Q1 2018 in Review
369 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q1 2018, worth a combined $3.05B — down 23% from $3.94B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of SPLV and 36 opened new positions — a net loss of 2 holders — while 149 trimmed existing stakes and 107 added.
The largest buyer was Brinker Capital Investments, adding an estimated $38.3M. The largest seller was Morgan Stanley, cutting an estimated $560M.
- 369 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q1 2018, down from 373 in Q4 2017.
- Funds reported $3.05B of Invesco S&P 500 Low Volatility ETF stock for Q1 2018, down 23% quarter-over-quarter.
- 36 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q1 2018 and 38 closed out, a net change of -2 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q1 2018 was Brinker Capital Investments, an estimated $38.3M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q1 2018 was Morgan Stanley, an estimated $560M sold.
Based on aggregated 13F filings for Q1 2018.