Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
317 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 120 reducing their positions, and 38 closing their positions.
292% more call options, than puts
Call options by funds: $3.75M | Put options by funds: $958K
26% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 38
18% more capital invested
Capital invested by funds: $944M → $1.12B (+$175M)
4.95% more ownership
Funds ownership: 32.38% → 37.33% (+5%)
2% more funds holding
Funds holding: 312 → 317 (+5)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
24% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$110M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$14.8M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$10.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.69M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$9.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16.7M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$9.16M |
| 3 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
-$8.13M |
| 4 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$6.81M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$6.23M |
SPHD Hedge Fund Activity: Q4 2023 in Review
317 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q4 2023, worth a combined $1.12B — up 18% from $944M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SPHD positions and 38 closed out — a net gain of 10 holders — while 91 added to existing stakes and 120 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $110M. The largest seller was Bank of America, cutting an estimated $16.7M.
- 317 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q4 2023, up from 312 in Q3 2023.
- Funds reported $1.12B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 48 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q4 2023 and 38 closed out, a net change of +10 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q4 2023 was Morgan Stanley, an estimated $110M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q4 2023 was Bank of America, an estimated $16.7M sold.
Based on aggregated 13F filings for Q4 2023.