SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

290 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 116 increasing their positions, 60 reducing their positions, and 42 closing their positions.

Holders
290
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.59%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.13%
New
46
Increased
116
Reduced
60
Closed
42
Calls
$6.35M
Puts
$1.44M
Net Calls
+$4.91M
Net Calls Change
+$1.03M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$79.4M
2
Bank of America
2
Bank of America
North Carolina
$71.3M
3
Truist Financial
3
Truist Financial
North Carolina
$20.9M
4
Franklin Resources
4
Franklin Resources
California
$18.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$94.3M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$59.6M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$0
3
LMIM
3
Lockheed Martin Investment Management
Maryland
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$236K
5
Invesco
5
Invesco
Georgia
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$9.51M -$1.38M -28,900 -13%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$9.46M +$34K +721 +0.4%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$8.14M +$1.99M +42,123 +32%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$7.99M +$175K +3,712 +2%
TA
30
TrueWealth Advisors
Alabama
$7.96M – – –
AWM
31
AE Wealth Management
Kansas
$7.88M +$277K +5,861 +4%
Stifel Financial
32
Stifel Financial
Missouri
$7.01M +$178K +3,767 +3%
AI
33
Atria Investments
North Carolina
$6.77M +$1.95M +41,212 +40%
LS
34
Leelyn Smith
Illinois
$6.43M +$280K +5,921 +5%
NCM
35
Northside Capital Management
Oregon
$6.27M – – –
NA
36
NewEdge Advisors
Louisiana
$6.2M -$622K -13,184 -9%
PAG
37
Private Advisor Group
New Jersey
$5.95M +$677K +14,339 +13%
LHWM
38
Lake Hills Wealth Management
Texas
$5.62M +$5.62M +118,939 New
CAN
39
Cetera Advisor Networks
California
$5.27M +$920K +19,489 +21%
GWM
40
Geneos Wealth Management
Colorado
$5.02M +$291K +6,161 +6%
SWP
41
Stratos Wealth Partners
Ohio
$3.69M +$749K +15,859 +25%
P
42
Palladiem
Pennsylvania
$3.64M +$3.64M +76,987 New
DADC
43
D.A. Davidson & Co
Montana
$3.27M -$708 -15 -0%
OC
44
Oppenheimer & Co
New York
$2.96M -$87K -1,843 -3%
BFS
45
Bard Financial Services
Connecticut
$2.92M -$1.12M -23,725 -28%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.87M -$287K -6,088 -9%
AFP
47
Ausdal Financial Partners
Iowa
$2.82M +$141K +2,996 +5%
AAS
48
Avantax Advisory Services
Texas
$2.82M +$217K +4,606 +8%
CIAS
49
Capital Investment Advisory Services
North Carolina
$2.81M +$32.6K +690 +1%
CWA
50
Capital Wealth Alliance
Arizona
$2.75M -$22.7K -480 -0.8%
1
2
3 4 5