Invesco S&P 500 Low Volatility ETF
SPLV
690 hedge funds and large institutions have $5B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 193 increasing their positions, 314 reducing their positions, and 72 closing their positions.
253% more call options, than puts
Call options by funds: $3.92M | Put options by funds: $1.11M
1.98% less ownership
Funds ownership: 66.95% → 64.97% (-2%)
5% less funds holding
Funds holding: 727 → 690 (-37)
8% less capital invested
Capital invested by funds: $5.42B → $5B (-$416M)
15% less funds holding in top 10
Funds holding in top 10: 26 → 22 (-4)
33% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 72
39% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 314
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$155M |
| 2 |
Morgan Stanley
New York
|
+$147M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$74.3M |
| 4 |
Two Sigma Advisers
New York
|
+$36.8M |
| 5 |
HF
HRT Financial
New York
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$465M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$342M |
| 3 |
TPI
Trust Point Inc
La Crosse,
Wisconsin
|
-$144M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$55.2M |
| 5 |
LPL Financial
San Diego,
California
|
-$26.3M |
SPLV Hedge Fund Activity: Q1 2024 in Review
690 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q1 2024, worth a combined $5B — down 7.7% from $5.42B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of SPLV and 48 opened new positions — a net loss of 24 holders — while 314 trimmed existing stakes and 193 added.
The largest buyer was Bank of America, adding an estimated $155M. The largest seller was Invesco, cutting an estimated $465M.
- 690 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q1 2024, down from 727 in Q4 2023.
- Funds reported $5B of Invesco S&P 500 Low Volatility ETF stock for Q1 2024, down 7.7% quarter-over-quarter.
- 48 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q1 2024 and 72 closed out, a net change of -24 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q1 2024 was Bank of America, an estimated $155M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q1 2024 was Invesco, an estimated $465M sold.
Based on aggregated 13F filings for Q1 2024.