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Invesco S&P 500 Low Volatility ETF

567 hedge funds and large institutions have $3.95B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 136 increasing their positions, 264 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $9.06M | Put options by funds: $7.79M

0.78% less ownership

Funds ownership: 48.03%47.26% (-0.78%)

5% less funds holding

Funds holding: 594567 (-27)

11% less capital invested

Capital invested by funds: $4.42B → $3.95B (-$471M)

27% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 77

31% less funds holding in top 10

Funds holding in top 10: 6746 (-21)

48% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 264

Holders
567
Holders Change
-27
Holders Change %
-4.55%
% of All Funds
11.6%
Holding in Top 10
46
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-31.34%
% of All Funds
0.94%
New
56
Increased
136
Reduced
264
Closed
77
Calls
$9.06M
Puts
$7.79M
Net Calls
+$1.28M
Net Calls Change
+$1.68M

SPLV Hedge Fund Activity: Q2 2020 in Review

567 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2020, worth a combined $3.95B — down 11% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of SPLV and 56 opened new positions — a net loss of 21 holders — while 264 trimmed existing stakes and 136 added.

The largest buyer was Paloma Partners, opening a new position worth an estimated $15.4M. The largest seller was Wells Fargo, cutting an estimated $100M.

  • 567 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2020, down from 594 in Q1 2020.
  • Funds reported $3.95B of Invesco S&P 500 Low Volatility ETF stock for Q2 2020, down 11% quarter-over-quarter.
  • 56 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2020 and 77 closed out, a net change of -21 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2020 was Paloma Partners, an estimated $15.4M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2020 was Wells Fargo, an estimated $100M sold.

Based on aggregated 13F filings for Q2 2020.