Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
312 hedge funds and large institutions have $944M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 139 reducing their positions, and 33 closing their positions.
1.24% less ownership
Funds ownership: 33.62% → 32.38% (-1.2%)
3% less funds holding
Funds holding: 320 → 312 (-8)
10% less call options, than puts
Call options by funds: $3.69M | Put options by funds: $4.12M
14% less capital invested
Capital invested by funds: $1.1B → $944M (-$152M)
18% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 33
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
42% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 139
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.11M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$8.78M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$7.86M |
| 4 |
XF
XML Financial
Bethesda,
Maryland
|
+$6.57M |
| 5 |
TPWM
Twelve Points Wealth Management
Concord,
Massachusetts
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$13.8M |
| 2 |
Morgan Stanley
New York
|
-$12.5M |
| 3 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
-$9.74M |
| 4 |
GS
GTS Securities
New York
|
-$9.06M |
| 5 |
LPL Financial
San Diego,
California
|
-$8.04M |
SPHD Hedge Fund Activity: Q3 2023 in Review
312 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q3 2023, worth a combined $944M — down 14% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of SPHD and 27 opened new positions — a net loss of 6 holders — while 139 trimmed existing stakes and 80 added.
The largest buyer was Bank of America, adding an estimated $9.11M. The largest seller was Wells Fargo, cutting an estimated $13.8M.
- 312 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q3 2023, down from 320 in Q2 2023.
- Funds reported $944M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q3 2023, down 14% quarter-over-quarter.
- 27 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q3 2023 and 33 closed out, a net change of -6 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q3 2023 was Bank of America, an estimated $9.11M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q3 2023 was Wells Fargo, an estimated $13.8M sold.
Based on aggregated 13F filings for Q3 2023.