Invesco S&P 500 Low Volatility ETF
SPLV
662 hedge funds and large institutions have $5.3B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 218 reducing their positions, and 56 closing their positions.
16% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 56
9% more funds holding in top 10
Funds holding in top 10: 33 → 36 (+3)
8% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 218
0% less capital invested
Capital invested by funds: $5.3B → $5.3B (-$7.23M)
0% less funds holding
Funds holding: 664 → 662 (-2)
3.66% less ownership
Funds ownership: 59.41% → 55.75% (-3.7%)
74% less call options, than puts
Call options by funds: $6.1M | Put options by funds: $23.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$113M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$99.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$55.1M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$46.6M |
| 5 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$46.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$207M |
| 2 |
Two Sigma Investments
New York
|
-$72.7M |
| 3 |
Two Sigma Advisers
New York
|
-$57.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$40.3M |
| 5 |
BAM
BTS Asset Management
Lincoln,
Massachusetts
|
-$38.5M |
SPLV Hedge Fund Activity: Q1 2022 in Review
662 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q1 2022, worth a combined $5.3B — down 0.14% from $5.3B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new SPLV positions and 56 closed out — a net gain of 9 holders — while 235 added to existing stakes and 218 trimmed.
The largest buyer was LPL Financial, adding an estimated $113M. The largest seller was Morgan Stanley, cutting an estimated $207M.
- 662 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q1 2022, down from 664 in Q4 2021.
- Funds reported $5.3B of Invesco S&P 500 Low Volatility ETF stock for Q1 2022, down 0.14% quarter-over-quarter.
- 65 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q1 2022 and 56 closed out, a net change of +9 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q1 2022 was LPL Financial, an estimated $113M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q1 2022 was Morgan Stanley, an estimated $207M sold.
Based on aggregated 13F filings for Q1 2022.