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Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

337 hedge funds and large institutions have $1.15B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 96 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more call options, than puts

Call options by funds: $4.4M | Put options by funds: $723K

155% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 22

20% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 96

18% more capital invested

Capital invested by funds: $977M → $1.15B (+$175M)

10% more funds holding

Funds holding: 305 → 337 (+32)

0.59% less ownership

Funds ownership: 33.25% → 32.66% (-0.59%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
337
Holders Change
+32
Holders Change %
+10.49%
% of All Funds
4.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
56
Increased
115
Reduced
96
Closed
22
Calls
$4.4M
Puts
$723K
Net Calls
+$3.68M
Net Calls Change
+$869K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$29.8M
2
Morgan Stanley
Morgan Stanley
New York
+$24.9M
3
B
Barings
North Carolina
+$21.7M
4
WAS
WESPAC Advisors SoCal
California
+$12.7M
5
Ameriprise
Ameriprise
Minnesota
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
-$96.7M
2
DS
DRW Securities
Illinois
-$4.45M
3
PG
Prostatis Group
Maryland
-$4M
4
DAS
Dynamic Advisor Solutions
Arizona
-$3.08M
5
GB
Gunma Bank
Japan
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
226
Apollon Wealth Management
South Carolina
$248K – – –
RIA
227
Realta Investment Advisors
Delaware
$245K -$171K -3,581 -42%
SWM
228
SeaCrest Wealth Management
New York
$243K +$14.4K +300 +7%
JIP
229
Jaffetilchin Investment Partners
Florida
$243K +$230K +4,814 New
BAG
230
Bridgewealth Advisory Group
California
$243K +$230K +4,800 New
Lido Advisors
231
Lido Advisors
California
$242K -$19.5K -407 -8%
AA
232
Advisory Alpha
Michigan
$237K -$64.7K -1,352 -22%
BCP
233
Berkeley Capital Partners
Georgia
$232K +$220K +4,589 New
CT
234
Caldwell Trust
Florida
$230K -$7.04K -147 -3%
AFG
235
Argent Financial Group
Louisiana
$230K +$218K +4,551 New
OP
236
ORG Partners
Indiana
$228K – – –
Northern Trust
237
Northern Trust
Illinois
$228K +$215K +4,499 New
MAM
238
Milestone Asset Management
Pennsylvania
$225K +$213K +4,450 New
KWM
239
Kingsview Wealth Management
Oregon
$225K +$213K +4,442 New
AFC
240
AFT Forsyth & Company
Florida
$223K +$211K +4,405 New
ASN
241
Advisory Services Network
Georgia
$217K – – –
PWP
242
Principle Wealth Partners
Connecticut
$216K +$205K +4,272 New
ACM
243
Armbruster Capital Management
New York
$214K +$203K +4,239 New
FHA
244
Flagship Harbor Advisors
Massachusetts
$214K +$203K +4,233 New
HI
245
Harbour Investments
Wisconsin
$213K +$9.67K +202 +5%
MCC
246
Money Concepts Capital
Florida
$211K -$59.7K -1,246 -23%
MFG
247
Merit Financial Group
Georgia
$209K -$123K -2,560 -38%
PP
248
PDS Planning
Ohio
$207K +$196K +4,097 New
NFG
249
Norris Financial Group
South Carolina
$204K +$193K +4,029 New
V
250
ViaWealth
Kansas
$202K +$191K +3,993 New
8 9
10
11 12

SPHD Hedge Fund Activity: Q3 2024 in Review

337 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q3 2024, worth a combined $1.15B — up 18% from $977M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPHD positions and 22 closed out — a net gain of 34 holders — while 115 added to existing stakes and 96 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $29.8M. The largest seller was Clal Insurance, cutting an estimated $96.7M.

  • 337 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q3 2024, up from 305 in Q2 2024.
  • Funds reported $1.15B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 56 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q3 2024 and 22 closed out, a net change of +34 holders.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q3 2024 was Goldman Sachs, an estimated $29.8M added.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q3 2024 was Clal Insurance, an estimated $96.7M sold.

Based on aggregated 13F filings for Q3 2024.