Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
148 hedge funds and large institutions have $993M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 21 closing their positions.
38% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 21
21% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 47
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
3% more funds holding
Funds holding: 143 → 148 (+5)
2% more capital invested
Capital invested by funds: $970M → $993M (+$23.6M)
0.4% less ownership
Funds ownership: 36.14% → 35.74% (-0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Northside Capital Management
Hood River,
Oregon
|
+$9.47M |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$7.14M |
| 3 |
SI
SII Investments
Appleton,
Wisconsin
|
+$5.25M |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$4.88M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$12.9M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$11.6M |
| 3 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$11.6M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$11.1M |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$9.15M |
SPHD Hedge Fund Activity: Q4 2016 in Review
148 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q4 2016, worth a combined $993M — up 2.4% from $970M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SPHD positions and 21 closed out — a net gain of 8 holders — while 57 added to existing stakes and 47 trimmed.
The largest buyer was Northside Capital Management, adding an estimated $9.47M. The largest seller was Wells Fargo, cutting an estimated $12.9M.
- 148 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q4 2016, up from 143 in Q3 2016.
- Funds reported $993M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q4 2016, up 2.4% quarter-over-quarter.
- 29 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q4 2016 and 21 closed out, a net change of +8 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q4 2016 was Northside Capital Management, an estimated $9.47M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q4 2016 was Wells Fargo, an estimated $12.9M sold.
Based on aggregated 13F filings for Q4 2016.