Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
40 hedge funds and large institutions have $76.1M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
101% more capital invested
Capital invested by funds: $37.9M → $76.1M (+$38.2M)
21% more funds holding
Funds holding: 33 → 40 (+7)
4.9% more ownership
Funds ownership: 21.45% → 26.35% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$11.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.29M |
| 3 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
+$3.64M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.62M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.47M |
| 2 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$1.44M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$549K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$393K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$333K |
SPHD Hedge Fund Activity: Q4 2014 in Review
40 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q4 2014, worth a combined $76.1M — up 101% from $37.9M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SPHD positions and 4 closed out — a net gain of 8 holders — while 17 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $11.7M. The largest seller was Jane Street, exiting entirely with an estimated $1.47M sold.
- 40 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q4 2014, up from 33 in Q3 2014.
- Funds reported $76.1M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q4 2014, up 101% quarter-over-quarter.
- 12 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q4 2014 and 4 closed out, a net change of +8 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q4 2014 was Bank of America, an estimated $11.7M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q4 2014 was Jane Street, an estimated $1.47M sold.
Based on aggregated 13F filings for Q4 2014.