SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

305 hedge funds and large institutions have $1.19B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 86 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-13
Holders Change %
-4.09%
% of All Funds
5.27%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
36
Increased
121
Reduced
86
Closed
43
Calls
$8.12M
Puts
$1.68M
Net Calls
+$6.44M
Net Calls Change
+$1.12M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$35.5M
2
LPL Financial
LPL Financial
California
$74.9M
3
MPM
Meritage Portfolio Management
Kansas
$9.89M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$74M
5
Morgan Stanley
Morgan Stanley
New York
$163M

Top Sellers

1
OCM
One Capital Management
California
$3.23M
2
PP
Prudential plc
United Kingdom
$0
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$6.12M
4
AWM
Affinity Wealth Management
Delaware
$0
5
BCM
Brookstone Capital Management
Illinois
$9.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
251
Baystate Wealth Management
Massachusetts
$44K +$354 +9 +0.8%
BCV
252
Banque Cantonale Vaudoise
Switzerland
$44K +$44K +1,130 New
AF
253
Allworth Financial
California
$43K -$234 -6 -0.5%
TRCT
254
Tower Research Capital (TRC)
New York
$43K +$43K +1,110 New
TAM
255
Townsend Asset Management
North Carolina
$39K +$433 +11 +1%
SC
256
Stephens Consulting
Michigan
$38.6K – – –
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$37K – – –
TFS
258
TrustCore Financial Services
Tennessee
$36K -$774 -20 -2%
TWM
259
Tradition Wealth Management
Minnesota
$35K – – –
IAS
260
IMA Advisory Services
Colorado
$31K – – –
OIA
261
Optimum Investment Advisors
Illinois
$29K – – –
RG
262
Retirement Group
California
$27K -$133K -3,408 -83%
HR
263
Howe & Rusling
New York
$27K -$43.6K -1,106 -62%
BTI
264
Blue Trust Inc
Georgia
$26K – – –
HBW
265
Hazlett, Burt & Watson
West Virginia
$26K +$26K +670 New
CHA
266
Carmichael Hill & Associates
Maryland
$24K +$24K +625 New
PA
267
Parallel Advisors
California
$23K -$1.22K -31 -5%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$23K – – –
PFA
269
Professional Financial Advisors
Nebraska
$22K -$2.12K -55 -9%
AIC
270
Archer Investment Corporation
Indiana
$21.5K – – –
CFD
271
Creative Financial Designs
Indiana
$20K – – –
PGAM
272
Princeton Global Asset Management
New Jersey
$20K – – –
SCA
273
Stonebridge Capital Advisors
Minnesota
$20K +$276 +7 +1%
IAMOG
274
Investors Asset Management of Georgia
Georgia
$16K – – –
EIP
275
Ellis Investment Partners
Pennsylvania
$15K +$15K +403 New
9 10
11
12 13