SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

252 hedge funds and large institutions have $821M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 77 reducing their positions, and 23 closing their positions.

Holders
252
Holders Change
+16
Holders Change %
+6.78%
% of All Funds
4.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
43
Increased
81
Reduced
77
Closed
23
Calls
$7.96M
Puts
$1.61M
Net Calls
+$6.35M
Net Calls Change
+$1.95M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.4M
2
PP
2
Prudential plc
United Kingdom
$10.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$22.4M
4
CCP
4
Cardan Capital Partners
Colorado
$7.97M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$12.1M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$5.19M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$99.5M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$378K
4
Ameriprise
4
Ameriprise
Minnesota
$13M
5
Bank of America
5
Bank of America
North Carolina
$39.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
26
Shilanski & Associates
Alaska
$6.16M 143,757 +50,876 +55%
AWM
27
AE Wealth Management
Kansas
$5.98M 139,379 +70,141 +101%
NA
28
NewEdge Advisors
Louisiana
$5.91M 137,947 -1,515 -1%
MCC
29
Money Concepts Capital
Florida
$5.91M 137,861 +134,796 +4,398%
NCM
30
Northside Capital Management
Oregon
$5.7M 132,885 -1,525 -1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$5.69M 132,693 +132,693 New
LS
32
Leelyn Smith
Illinois
$5.41M 126,234 +8,475 +7%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$5.38M 125,464 +575 +0.5%
HI
34
Harbour Investments
Wisconsin
$5.29M 123,453 +123,453 New
Truist Financial
35
Truist Financial
North Carolina
$5.19M 121,103 -333,844 -73%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$4.92M 114,672 +114,672 New
PAG
37
Private Advisor Group
New Jersey
$4.53M 105,591 -78,730 -43%
BFS
38
Bard Financial Services
Connecticut
$4.37M 102,025 -10,500 -9%
GWM
39
Geneos Wealth Management
Colorado
$4.01M 89,703 -6,633 -7%
MA
40
Mutual Advisors
Nebraska
$3.86M 90,100 +33,390 +59%
CS
41
Credit Suisse
Switzerland
$3.74M 87,169 +30,154 +53%
MPM
42
Meritage Portfolio Management
Kansas
$3.58M 83,575 -29,634 -26%
CA
43
Cetera Advisors
Colorado
$3.05M 71,085 -3,159 -4%
Stifel Financial
44
Stifel Financial
Missouri
$3.01M 70,239 -72,404 -51%
DADC
45
D.A. Davidson & Co
Montana
$2.97M 69,380 +1,598 +2%
FHA
46
Flagship Harbor Advisors
Massachusetts
$2.76M 64,431 +64,431 New
OC
47
Oppenheimer & Co
New York
$2.74M 63,805 +938 +1%
Citadel Advisors
48
Citadel Advisors
Florida
$2.43M 56,637 -40,542 -42%
CIAS
49
Capital Investment Advisory Services
North Carolina
$2.36M 54,988 +1,478 +3%
AAS
50
Avantax Advisory Services
Texas
$2.29M 53,312 -622 -1%
1
2
3 4 5