Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
320 hedge funds and large institutions have $1.1B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 89 increasing their positions, 131 reducing their positions, and 39 closing their positions.
140% more call options, than puts
Call options by funds: $3.81M | Put options by funds: $1.59M
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
2.83% less ownership
Funds ownership: 36.45% → 33.62% (-2.8%)
5% less funds holding
Funds holding: 336 → 320 (-16)
17% less capital invested
Capital invested by funds: $1.32B → $1.1B (-$228M)
31% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 39
32% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 131
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Shilanski & Associates
Anchorage,
Alaska
|
+$8.44M |
| 2 |
Jane Street
New York
|
+$3.28M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.74M |
| 4 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$2.58M |
| 5 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$31.5M |
| 2 |
Morgan Stanley
New York
|
-$26.7M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$16.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.6M |
SPHD Hedge Fund Activity: Q2 2023 in Review
320 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2023, worth a combined $1.1B — down 17% from $1.32B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of SPHD and 27 opened new positions — a net loss of 12 holders — while 131 trimmed existing stakes and 89 added.
The largest buyer was Shilanski & Associates, opening a new position worth an estimated $8.44M. The largest seller was EP Wealth Advisors, exiting entirely with an estimated $31.5M sold.
- 320 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2023, down from 336 in Q1 2023.
- Funds reported $1.1B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2023, down 17% quarter-over-quarter.
- 27 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2023 and 39 closed out, a net change of -12 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q2 2023 was Shilanski & Associates, an estimated $8.44M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $31.5M sold.
Based on aggregated 13F filings for Q2 2023.