SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

198 hedge funds and large institutions have $950M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
4.53%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
31
Increased
64
Reduced
67
Closed
15
Calls
$8.39M
Puts
$422K
Net Calls
+$7.97M
Net Calls Change
+$6.91M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$121M
2
Morgan Stanley
2
Morgan Stanley
New York
$77.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.1M
4
UBS Group
4
UBS Group
Switzerland
$28.3M
5
Ameriprise
5
Ameriprise
Minnesota
$37.7M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
SMG
2
Smart Money Group
Texas
$0
3
Wells Fargo
3
Wells Fargo
California
$42.7M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$7.97M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$5.77M +$147K +3,550 +3%
NCM
27
Northside Capital Management
Oregon
$5.69M -$116K -2,800 -2%
SS
28
Simplicity Solutions
Minnesota
$5.35M +$373K +9,017 +8%
MSAM
29
Moloney Securities Asset Management
Missouri
$5.01M +$1.11M +26,768 +28%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$4.84M -$68.3K -1,650 -1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$4.43M +$669K +16,163 +18%
Invesco
32
Invesco
Georgia
$4.42M -$55.1K -1,331 -1%
GFPC
33
Global Financial Private Capital
Florida
$3.8M -$364K -8,780 -9%
CA
34
Cetera Advisors
Colorado
$3.8M +$1.29M +31,178 +51%
IA
35
IFP Advisors
Florida
$3.56M -$243K -5,876 -6%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$3.18M +$117K +2,819 +4%
LPT
37
Legacy Private Trust
Wisconsin
$3.08M -$167K -4,025 -5%
PAG
38
Private Advisor Group
New Jersey
$2.76M +$1.56M +37,747 +130%
MA
39
Mutual Advisors
Nebraska
$2.61M -$23.6K -570 -0.9%
VC
40
Vicus Capital
Pennsylvania
$2.6M +$1.46M +35,248 +128%
CS
41
Credit Suisse
Switzerland
$2.57M -$81.7K -1,974 -3%
REMPR
42
Roof Eidam Maycock Peralta (REMP)
California
$2.53M +$472K +11,388 +23%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$2.21M +$434K +10,486 +24%
SWA
44
SFMG Wealth Advisors
Texas
$2.19M -$84.6K -2,103 -4%
GWM
45
Geneos Wealth Management
Colorado
$2.14M +$243K +5,294 +13%
CAN
46
Cetera Advisor Networks
California
$2.09M +$378K +9,151 +22%
Jane Street
47
Jane Street
New York
$2.03M +$1.28M +30,811 +169%
FAAS
48
First Allied Advisory Services
California
$2M -$135K -3,260 -6%
Goldman Sachs
49
Goldman Sachs
New York
$1.94M – – –
PAS
50
Partnervest Advisory Services
California
$1.88M +$58.6K +1,415 +3%
1
2
3 4 5