SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

344 hedge funds and large institutions have $2.72B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+39
Holders Change %
+12.79%
% of All Funds
5.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
69
Increased
133
Reduced
82
Closed
26
Calls
$6.92M
Puts
$1.14M
Net Calls
+$5.78M
Net Calls Change
-$656K

Top Buyers

1
SVCP
1
Silicon Valley Capital Partners
California
$15.8M
2
Ameriprise
2
Ameriprise
Minnesota
$53.7M
3
LPL Financial
3
LPL Financial
California
$97.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$28M
5
Bank of America
5
Bank of America
North Carolina
$102M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$66.9M
2
BFIC
2
Bedell Frazier Investment Counselling
California
$0
3
MPM
3
Meritage Portfolio Management
Kansas
$6.79M
4
UBS Group
4
UBS Group
Switzerland
$40.8M
5
Invesco
5
Invesco
Georgia
$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
251
Lavaca Capital
Texas
$207K +$207K +4,728 New
BFPW
252
BOK Financial Private Wealth
Colorado
$205K – – –
V
253
ViaWealth
Kansas
$201K +$201K +4,472 New
NFSG
254
Newbridge Financial Services Group
Florida
$197K +$62.1K +1,416 +46%
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$194K +$4.21K +96 +2%
RG
256
Retirement Group
California
$169K +$139K +3,173 +459%
GT
257
Glenmede Trust
Pennsylvania
$166K – – –
SWM
258
Spire Wealth Management
Virginia
$159K +$21.8K +497 +16%
MWM
259
Mascoma Wealth Management
New Hampshire
$139K +$16.9K +386 +14%
TSWM
260
Tyler-Stone Wealth Management
Ohio
$134K – – –
PWM
261
Provident Wealth Management
Tennessee
$132K -$1.71K -39 -1%
RFA
262
Register Financial Advisors
Georgia
$131K +$131K +2,983 New
William Blair & Company
263
William Blair & Company
Illinois
$125K +$263 +6 +0.2%
CWM
264
Consultiva Wealth Management
Puerto Rico
$120K – – –
JFGIW
265
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$117K – – –
HFS
266
HBC Financial Services
Washington
$98K – – –
SWM
267
Sugarloaf Wealth Management
Georgia
$94.2K – – –
IA
268
IFS Advisors
Kansas
$91.6K – – –
AF
269
Advisornet Financial
Minnesota
$81.2K -$190K -4,339 -70%
AIC
270
Archer Investment Corporation
Indiana
$75.7K +$51.6K +1,177 +214%
TFGT
271
TS Financial Group (TSFG)
Illinois
$75K +$744 +17 +1%
CWM
272
Cedar Wealth Management
California
$70.6K – – –
BAM
273
Bellevue Asset Management
Washington
$67.2K +$87 +2 +0.1%
BWL
274
Bogart Wealth LLC
Virginia
$61.9K +$570 +13 +0.9%
ACA
275
Aptus Capital Advisors
Alabama
$60.3K +$7.67K +175 +15%
9 10
11
12 13