Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
309 hedge funds and large institutions have $1.2B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 88 reducing their positions, and 43 closing their positions.
384% more call options, than puts
Call options by funds: $8.12M | Put options by funds: $1.68M
38% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 88
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
1.77% less ownership
Funds ownership: 38.16% → 36.39% (-1.8%)
4% less funds holding
Funds holding: 322 → 309 (-13)
16% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 43
17% less capital invested
Capital invested by funds: $1.44B → $1.2B (-$240M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.9M |
| 3 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
+$9.66M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.99M |
| 5 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$8.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$29.5M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$26.1M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$25.9M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$19.2M |
| 5 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$17.3M |
SPHD Hedge Fund Activity: Q3 2022 in Review
309 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q3 2022, worth a combined $1.2B — down 17% from $1.44B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of SPHD and 36 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 121 added.
The largest buyer was Ameriprise, adding an estimated $15.5M. The largest seller was One Capital Management, cutting an estimated $29.5M.
- 309 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q3 2022, down from 322 in Q2 2022.
- Funds reported $1.2B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q3 2022, down 17% quarter-over-quarter.
- 36 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q3 2022 and 43 closed out, a net change of -7 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q3 2022 was Ameriprise, an estimated $15.5M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q3 2022 was One Capital Management, an estimated $29.5M sold.
Based on aggregated 13F filings for Q3 2022.