Invesco S&P 500 Low Volatility ETF
SPLV
569 hedge funds and large institutions have $4.29B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 134 increasing their positions, 280 reducing their positions, and 59 closing their positions.
21% more call options, than puts
Call options by funds: $3.24M | Put options by funds: $2.67M
0.89% less ownership
Funds ownership: 56.04% → 55.15% (-0.89%)
4% less funds holding
Funds holding: 593 → 569 (-24)
7% less capital invested
Capital invested by funds: $4.6B → $4.29B (-$303M)
16% less funds holding in top 10
Funds holding in top 10: 31 → 26 (-5)
29% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 59
52% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 280
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$114M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$50.8M |
| 3 |
Two Sigma Investments
New York
|
+$35.9M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$28.3M |
| 5 |
JP Morgan Chase
New York
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$173M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$59.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$56.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$56.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$51M |
SPLV Hedge Fund Activity: Q1 2021 in Review
569 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q1 2021, worth a combined $4.29B — down 6.6% from $4.6B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of SPLV and 42 opened new positions — a net loss of 17 holders — while 280 trimmed existing stakes and 134 added.
The largest buyer was Morgan Stanley, adding an estimated $114M. The largest seller was Charles Schwab, cutting an estimated $173M.
- 569 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q1 2021, down from 593 in Q4 2020.
- Funds reported $4.29B of Invesco S&P 500 Low Volatility ETF stock for Q1 2021, down 6.6% quarter-over-quarter.
- 42 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q1 2021 and 59 closed out, a net change of -17 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q1 2021 was Morgan Stanley, an estimated $114M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q1 2021 was Charles Schwab, an estimated $173M sold.
Based on aggregated 13F filings for Q1 2021.