Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
336 hedge funds and large institutions have $1.32B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 120 reducing their positions, and 39 closing their positions.
346% more call options, than puts
Call options by funds: $6.04M | Put options by funds: $1.35M
8% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 39
2.06% less ownership
Funds ownership: 38.52% → 36.45% (-2.1%)
3% less funds holding
Funds holding: 348 → 336 (-12)
11% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 120
38% less funds holding in top 10
Funds holding in top 10: 13 → 8 (-5)
51% less capital invested
Capital invested by funds: $2.73B → $1.32B (-$1.4B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$9.49M |
| 2 |
EH
Equitable Holdings
New York
|
+$6.75M |
| 3 |
JP Morgan Chase
New York
|
+$6.35M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.86M |
| 5 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$5.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$20.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$16.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.9M |
| 4 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
-$13M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$12.1M |
SPHD Hedge Fund Activity: Q1 2023 in Review
336 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q1 2023, worth a combined $1.32B — down 51% from $2.73B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of SPHD and 36 opened new positions — a net loss of 3 holders — while 120 trimmed existing stakes and 107 added.
The largest buyer was Franklin Resources, adding an estimated $9.49M. The largest seller was Stifel Financial, cutting an estimated $20.1M.
- 336 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q1 2023, down from 348 in Q4 2022.
- Funds reported $1.32B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q1 2023, down 51% quarter-over-quarter.
- 36 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q1 2023 and 39 closed out, a net change of -3 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q1 2023 was Franklin Resources, an estimated $9.49M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q1 2023 was Stifel Financial, an estimated $20.1M sold.
Based on aggregated 13F filings for Q1 2023.