Invesco S&P 500 Low Volatility ETF
SPLV
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, 137 increasing their positions, 263 reducing their positions, and 78 closing their positions.
16% more call options, than puts
Call options by funds: $9.06M | Put options by funds: $7.79M
3.77% less ownership
Funds ownership: 51.09% → 47.32% (-3.8%)
5% less funds holding
Funds holding: 595 → 567 (-28)
11% less capital invested
Capital invested by funds: $4.42B → $3.95B (-$468M)
28% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 78
31% less funds holding in top 10
Funds holding in top 10: 67 → 46 (-21)
48% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 263
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Paloma Partners
Greenwich,
Connecticut
|
+$15.4M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$11.6M |
| 3 |
FCB
First Command Bank
Fort Worth,
Texas
|
+$11.5M |
| 4 |
FCFS
First Command Financial Services
Fort Worth,
Texas
|
+$11.5M |
| 5 |
Two Sigma Investments
New York
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$304M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$100M |
| 3 |
Morgan Stanley
New York
|
-$55.5M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$35.3M |
| 5 |
WCF
West Coast Financial
Santa Barbara,
California
|
-$30.3M |
SPLV Hedge Fund Activity: Q2 2020 in Review
567 of the 4,877 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: 78 funds closed out of SPLV and 56 opened new positions — a net loss of 22 holders — while 263 trimmed existing stakes and 137 added.
The largest buyer was Paloma Partners, opening a new position worth an estimated $15.4M. The largest seller was Osaic Holdings, cutting an estimated $304M.
- 567 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2020, down from 595 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 78 closed out, a net change of -22 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 Osaic Holdings, an estimated $304M sold.
Based on aggregated 13F filings for Q2 2020.