Invesco S&P 500 Low Volatility ETF
SPLV
745 hedge funds and large institutions have $5.72B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 219 increasing their positions, 259 reducing their positions, and 48 closing their positions.
94% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 48
21% more capital invested
Capital invested by funds: $4.72B → $5.72B (+$997M)
5% more funds holding
Funds holding: 711 → 745 (+34)
1.3% more ownership
Funds ownership: 62.43% → 63.74% (+1.3%)
8% less funds holding in top 10
Funds holding in top 10: 26 → 24 (-2)
15% less repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 259
98% less call options, than puts
Call options by funds: $2.23M | Put options by funds: $128M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$124M |
| 2 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$40.1M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$24M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$19.7M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$127M |
| 2 |
Citigroup
New York
|
-$31.3M |
| 3 |
SC
Sykon Capital
Harrison,
New York
|
-$23.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.6M |
| 5 |
GS
GTS Securities
New York
|
-$10.1M |
SPLV Hedge Fund Activity: Q4 2024 in Review
745 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q4 2024, worth a combined $5.72B — up 21% from $4.72B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new SPLV positions and 48 closed out — a net gain of 45 holders — while 219 added to existing stakes and 259 trimmed.
The largest buyer was Merit Financial Group, adding an estimated $124M. The largest seller was Bank of America, cutting an estimated $127M.
- 745 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q4 2024, up from 711 in Q3 2024.
- Funds reported $5.72B of Invesco S&P 500 Low Volatility ETF stock for Q4 2024, up 21% quarter-over-quarter.
- 93 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q4 2024 and 48 closed out, a net change of +45 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q4 2024 was Merit Financial Group, an estimated $124M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q4 2024 was Bank of America, an estimated $127M sold.
Based on aggregated 13F filings for Q4 2024.