Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
124 hedge funds and large institutions have $878M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 5 closing their positions.
740% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 5
189% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 18
56% more capital invested
Capital invested by funds: $565M → $878M (+$314M)
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
41% more funds holding
Funds holding: 88 → 124 (+36)
6.26% less ownership
Funds ownership: 50.54% → 44.28% (-6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$62M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$37.5M |
| 3 |
Morgan Stanley
New York
|
+$37.3M |
| 4 |
NCM
Northside Capital Management
Hood River,
Oregon
|
+$25.1M |
| 5 |
RDM
Retirement Design & Management
Westport,
Connecticut
|
+$23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$20.3M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$11.6M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$6.09M |
| 4 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$5.37M |
| 5 |
AIG
American International Group
New York
|
-$4.19M |
SPHD Hedge Fund Activity: Q2 2016 in Review
124 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2016, worth a combined $878M — up 56% from $565M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SPHD positions and 5 closed out — a net gain of 37 holders — while 52 added to existing stakes and 18 trimmed.
The largest buyer was Bank of America, adding an estimated $62M. The largest seller was LPL Financial, cutting an estimated $20.3M.
- 124 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2016, up from 88 in Q1 2016.
- Funds reported $878M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2016, up 56% quarter-over-quarter.
- 42 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2016 and 5 closed out, a net change of +37 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q2 2016 was Bank of America, an estimated $62M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q2 2016 was LPL Financial, an estimated $20.3M sold.
Based on aggregated 13F filings for Q2 2016.