Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
337 hedge funds and large institutions have $1.15B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 96 reducing their positions, and 22 closing their positions.
509% more call options, than puts
Call options by funds: $4.4M | Put options by funds: $723K
155% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 22
20% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 96
18% more capital invested
Capital invested by funds: $977M → $1.15B (+$175M)
10% more funds holding
Funds holding: 305 → 337 (+32)
0.59% less ownership
Funds ownership: 33.25% → 32.66% (-0.59%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$29.8M |
| 2 |
Morgan Stanley
New York
|
+$24.9M |
| 3 |
B
Barings
Charlotte,
North Carolina
|
+$21.7M |
| 4 |
WAS
WESPAC Advisors SoCal
Pasadena,
California
|
+$12.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$96.7M |
| 2 |
DS
DRW Securities
Chicago,
Illinois
|
-$4.45M |
| 3 |
PG
Prostatis Group
Hanover,
Maryland
|
-$4M |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$3.08M |
| 5 |
GB
Gunma Bank
Gunma,
Japan
|
-$2.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFF
351
The Family Firm
Bethesda,
Maryland
| – | -$159K | -3,575 | Closed |
|
|
GWP
352
Gen-Wealth Partners
Zeeland,
Michigan
| – | -$83.1K | -1,871 | Closed |
|
|
BI
353
Bramshill Investments
Naples,
Florida
| – | -$80.2K | -1,804 | Closed |
|
354
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$61.8K | -1,400 | Closed |
|
|
HFS
355
Hantz Financial Services
Southfield,
Michigan
| – | -$52K | -1,171 | Closed |
|
|
PFA
356
Pathway Financial Advisers
Auburn,
Indiana
| – | -$26.3K | -591 | Closed |
|
|
SSB
357
Sandy Spring Bank
Olney,
Maryland
| – | -$15.9K | -358 | Closed |
|
|
MIA
358
Milestone Investment Advisors
Middleton,
Wisconsin
| – | -$3.38K | -76 | Closed |
|
|
VAG
359
VisionPoint Advisory Group
Dallas,
Texas
| – | -$355 | -8 | Closed |
|
SPHD Hedge Fund Activity: Q3 2024 in Review
337 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q3 2024, worth a combined $1.15B — up 18% from $977M a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new SPHD positions and 22 closed out — a net gain of 34 holders — while 115 added to existing stakes and 96 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $29.8M. The largest seller was Clal Insurance, cutting an estimated $96.7M.
- 337 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q3 2024, up from 305 in Q2 2024.
- Funds reported $1.15B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q3 2024, up 18% quarter-over-quarter.
- 56 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q3 2024 and 22 closed out, a net change of +34 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q3 2024 was Goldman Sachs, an estimated $29.8M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q3 2024 was Clal Insurance, an estimated $96.7M sold.
Based on aggregated 13F filings for Q3 2024.