Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
25 hedge funds and large institutions have $47.6M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
55% more capital invested
Capital invested by funds: $30.6M → $47.6M (+$16.9M)
5.02% more ownership
Funds ownership: 21.04% → 26.05% (+5%)
4% more funds holding
Funds holding: 24 → 25 (+1)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.74M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.75M |
| 3 |
Morgan Stanley
New York
|
+$1.54M |
| 4 |
Jane Street
New York
|
+$232K |
| 5 |
AIG
American International Group
New York
|
+$171K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.67M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$591K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$441K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$219K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$115K |
SPHD Hedge Fund Activity: Q2 2014 in Review
25 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2014, worth a combined $47.6M — up 55% from $30.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SPHD positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $9.74M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.67M sold.
- 25 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2014, up from 24 in Q1 2014.
- Funds reported $47.6M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2014, up 55% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2014 and 1 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q2 2014 was Bank of America, an estimated $9.74M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q2 2014 was Susquehanna International Group, an estimated $3.67M sold.
Based on aggregated 13F filings for Q2 2014.