Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
240 hedge funds and large institutions have $1.17B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 73 reducing their positions, and 22 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 73
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
18% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 22
6% more capital invested
Capital invested by funds: $1.1B → $1.17B (+$68.3M)
0% more funds holding
Funds holding: 240 → 240 (0)
0.46% less ownership
Funds ownership: 35.71% → 35.25% (-0.46%)
15% less call options, than puts
Call options by funds: $358K | Put options by funds: $421K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$25.6M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$25.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$13.4M |
| 4 |
JP Morgan Chase
New York
|
+$10.9M |
| 5 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
+$9.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$28.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$5.78M |
| 3 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$4.64M |
| 4 |
MFS
Madrona Financial Services
Everett,
Washington
|
-$4.38M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
251
Advisory Alpha
Holland,
Michigan
| – | -$126K | -3,030 | Closed |
|
|
SPL
252
Smart Portfolios LLC
Seattle,
Washington
| – | -$127K | -2,991 | Closed |
|
|
SHIM
253
Stone House Investment Management
Tunkhannock,
Pennsylvania
| – | -$52K | -1,218 | Closed |
|
|
CFG
254
Citizens Financial Group
Providence,
Rhode Island
| – | -$49K | -1,166 | Closed |
|
|
WAS
255
WESPAC Advisors SoCal
Pasadena,
California
| – | -$33K | -800 | Closed |
|
|
JFA
256
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$11K | -270 | Closed |
|
|
CFA
257
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$10K | -242 | Closed |
|
|
SIS
258
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$8K | -200 | Closed |
|
|
SFA
259
Semmax Financial Advisors
Winston Salem,
North Carolina
| – | -$8K | -188 | Closed |
|
260
Rockefeller Capital Management
New York
| – | -$6K | -150 | Closed |
|
|
FGAM
261
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$505 | -12 | -55% |
|
SPHD Hedge Fund Activity: Q2 2019 in Review
240 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2019, worth a combined $1.17B — up 6.2% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SPHD positions and 22 closed out — a net gain of 4 holders — while 101 added to existing stakes and 73 trimmed.
The largest buyer was WealthPLAN Partners, adding an estimated $25.6M. The largest seller was Bank of America, cutting an estimated $28.1M.
- 240 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $1.17B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2019, up 6.2% quarter-over-quarter.
- 26 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2019 and 22 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q2 2019 was WealthPLAN Partners, an estimated $25.6M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q2 2019 was Bank of America, an estimated $28.1M sold.
Based on aggregated 13F filings for Q2 2019.