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Invesco S&P 500 Low Volatility ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 711745 (+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: 2624 (-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

Holders
745
Holders Change
+34
Holders Change %
+4.78%
% of All Funds
9.81%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
93
Increased
219
Reduced
259
Closed
48
Calls
$2.23M
Puts
$128M
Net Calls
-$125M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.1B -$67.9K -941 -6%
Morgan Stanley
2
Morgan Stanley
New York
$580M +$5.68M +78,776 +1%
Bank of America
3
Bank of America
North Carolina
$477M -$127M -1,761,992 -21%
APF
4
Alaska Permanent Fund
Alaska
$320M +$5.27M +73,093 +2%
LPL Financial
5
LPL Financial
California
$209M +$3.99M +55,341 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$152M -$17.6M -243,365 -10%
Wells Fargo
7
Wells Fargo
California
$123M +$951K +13,180 +0.8%
MFG
8
Merit Financial Group
Georgia
$121M +$124M +1,716,566 +11,765%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$113M -$3.38M -46,805 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$100M -$2.84M -39,372 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$94.4M +$3.13M +43,320 +3%
Invesco
12
Invesco
Georgia
$92.6M -$9.44M -130,846 -9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$91.6M +$19.7M +272,676 +26%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$87.6M -$1.61M -22,345 -2%
Ameriprise
15
Ameriprise
Minnesota
$78.1M +$9.74K +135 +0%
Raymond James Financial
16
Raymond James Financial
Florida
$68.6M +$70.7M +979,701 New
LMIM
17
Lockheed Martin Investment Management
Maryland
$62M +$40.1M +556,000 +169%
UBS Group
18
UBS Group
Switzerland
$59.4M -$1.74M -24,069 -3%
SAM
19
Securian Asset Management
Minnesota
$48.3M
KAS
20
Kestra Advisory Services
Texas
$47.5M +$62.6K +868 +0.1%
PAG
21
Private Advisor Group
New Jersey
$47.1M +$24M +332,413 +97%
EH
22
Equitable Holdings
New York
$45.7M -$986K -13,671 -2%
BCM
23
Brookstone Capital Management
Illinois
$42.4M -$1.59M -22,043 -4%
DWM
24
Dynasty Wealth Management
Florida
$35.5M -$3.49M -48,377 -9%
Osaic Holdings
25
Osaic Holdings
Arizona
$34.8M -$4.6M -63,825 -11%

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.