Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
256 hedge funds and large institutions have $822M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 23 closing their positions.
395% more call options, than puts
Call options by funds: $7.96M | Put options by funds: $1.61M
91% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 23
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more capital invested
Capital invested by funds: $692M → $822M (+$130M)
7% more funds holding
Funds holding: 239 → 256 (+17)
1.03% more ownership
Funds ownership: 27.28% → 28.31% (+1%)
6% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.1M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$9.93M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.01M |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$7.01M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$5.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$13.4M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$8.3M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$7.15M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.54M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$5.13M |
SPHD Hedge Fund Activity: Q1 2021 in Review
256 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q1 2021, worth a combined $822M — up 19% from $692M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new SPHD positions and 23 closed out — a net gain of 21 holders — while 82 added to existing stakes and 77 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.1M. The largest seller was Truist Financial, cutting an estimated $13.4M.
- 256 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q1 2021, up from 239 in Q4 2020.
- Funds reported $822M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q1 2021, up 19% quarter-over-quarter.
- 44 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q1 2021 and 23 closed out, a net change of +21 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q1 2021 was Morgan Stanley, an estimated $15.1M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q1 2021 was Truist Financial, an estimated $13.4M sold.
Based on aggregated 13F filings for Q1 2021.