Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
362 hedge funds and large institutions have $1.94B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 126 increasing their positions, 100 reducing their positions, and 26 closing their positions.
149% more call options, than puts
Call options by funds: $2.29M | Put options by funds: $923K
131% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 26
68% more capital invested
Capital invested by funds: $1.15B → $1.94B (+$783M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
26% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 100
7% more funds holding
Funds holding: 337 → 362 (+25)
1.61% more ownership
Funds ownership: 32.66% → 34.27% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$17.7M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$14.5M |
| 3 |
FCM
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
+$14.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.98M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$11.6M |
| 2 |
Two Sigma Advisers
New York
|
-$7.02M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.45M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIA
376
World Investment Advisors
Santa Barbara,
California
| – | -$272K | -5,376 | Closed |
|
|
CAM
377
Cozad Asset Management
Champaign,
Illinois
| – | -$248K | -4,910 | Closed |
|
|
SWM
378
SeaCrest Wealth Management
Purchase,
New York
| – | -$243K | -4,815 | Closed |
|
|
JIP
379
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$243K | -4,814 | Closed |
|
380
Lido Advisors
Los Angeles,
California
| – | -$242K | -4,782 | Closed |
|
|
AA
381
Advisory Alpha
Holland,
Michigan
| – | -$237K | -4,689 | Closed |
|
|
MFG
382
Merit Financial Group
Alpharetta,
Georgia
| – | -$209K | -4,125 | Closed |
|
|
NFG
383
Norris Financial Group
Greenville,
South Carolina
| – | -$204K | -4,029 | Closed |
|
|
V
384
ViaWealth
Leawood,
Kansas
| – | -$202K | -3,993 | Closed |
|
|
FTUS
385
Flow Traders U.S.
New York
| – | -$201K | -3,974 | Closed |
|
|
BF
386
BOK Financial
Tulsa,
Oklahoma
| – | -$50.1K | -1,000 | Closed |
|
|
SFCL
387
Strengthening Families & Communities LLC
Boston,
Massachusetts
| – | -$6.22K | -123 | Closed |
|
|
AW
388
Avion Wealth
The Woodlands,
Texas
| – | -$5K | -100 | Closed |
|
SPHD Hedge Fund Activity: Q4 2024 in Review
362 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q4 2024, worth a combined $1.94B — up 68% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SPHD positions and 26 closed out — a net gain of 34 holders — while 126 added to existing stakes and 100 trimmed.
The largest buyer was LPL Financial, adding an estimated $17.7M. The largest seller was Goldman Sachs, cutting an estimated $11.6M.
- 362 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q4 2024, up from 337 in Q3 2024.
- Funds reported $1.94B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q4 2024, up 68% quarter-over-quarter.
- 60 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q4 2024 and 26 closed out, a net change of +34 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q4 2024 was LPL Financial, an estimated $17.7M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q4 2024 was Goldman Sachs, an estimated $11.6M sold.
Based on aggregated 13F filings for Q4 2024.