SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

276 hedge funds and large institutions have $1.34B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+31
Holders Change %
+12.65%
% of All Funds
5.45%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
61
Increased
113
Reduced
69
Closed
26
Calls
$7.47M
Puts
$462K
Net Calls
+$7.01M
Net Calls Change
+$5.21M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$21.5M
2
AAS
2
Avantax Advisory Services
Texas
$14.7M
3
SMG
3
Smart Money Group
Texas
$14M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$40.8M
5
CCP
5
Cardan Capital Partners
Colorado
$10M

Top Sellers

1
BA
1
BCM Advisors
Louisiana
$39.1M
2
GFPC
2
Global Financial Private Capital
Florida
$2K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19M
4
CWG
4
Cornerstone Wealth Group
North Carolina
$0
5
MPM
5
Meritage Portfolio Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
276
Capital Asset Advisory Services
Michigan
$2K +$2K +57 New
ACA
277
Aptus Capital Advisors
Alabama
$2K +$2K +58 New
CWG
278
Cornerstone Wealth Group
North Carolina
– -$3.62M -84,879 Closed
MPM
279
Meritage Portfolio Management
Kansas
– -$3.57M -83,649 Closed
AIM
280
Astor Investment Management
Illinois
– -$977K -22,931 Closed
GSWM
281
Golden State Wealth Management
California
– -$934K -21,906 Closed
Axa
282
Axa
France
– -$898K -21,070 Closed
TLP
283
Trinity Legacy Partners
Texas
– -$813K -19,439 Closed
SIA
284
Strategic Investment Advisors
Michigan
– -$797K -18,705 Closed
Susquehanna International Group
285
Susquehanna International Group
Pennsylvania
– -$716K -16,798 Closed
TRCT
286
Tower Research Capital (TRC)
New York
– -$658K -15,438 Closed
Citadel Advisors
287
Citadel Advisors
Florida
– -$563K -13,214 Closed
MHS
288
M Holdings Securities
Oregon
– -$522K -12,238 Closed
SG
289
StoneX Group
New York
– -$305K -7,148 Closed
ACP
290
Aveo Capital Partners
Colorado
– -$288K -6,619 Closed
Millennium Management
291
Millennium Management
New York
– -$235K -5,527 Closed
GM
292
GeoWealth Management
Illinois
– -$230K -5,393 Closed
BWP
293
Bernardo Wealth Planning
Pennsylvania
– -$205K -4,829 Closed
REMPR
294
Roof Eidam Maycock Peralta (REMP)
California
– -$193K -4,525 Closed
CAN
295
Claraphi Advisory Network
United States
– -$163K -3,828 Closed
Simplex Trading
296
Simplex Trading
Illinois
– -$114K -2,694 Closed
BBHC
297
Brown Brothers Harriman & Co
New York
– -$45K -1,058 Closed
CAPTRUST Financial Advisors
298
CAPTRUST Financial Advisors
North Carolina
– -$41K -952 Closed
BHWM
299
Bay Harbor Wealth Management
Maryland
– -$10K -228 Closed
UBS AM
300
UBS AM
Illinois
– -$8.53K -200 Closed
9 10 11
12
13