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Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

178 hedge funds and large institutions have $955M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 69 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

0.52% less ownership

Funds ownership: 32.82% → 32.31% (-0.52%)

1% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 70

5% less capital invested

Capital invested by funds: $1B → $955M (-$47.9M)

2% less funds holding

Funds holding: 182 → 178 (-4)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $205K

Holders
178
Holders Change
-4
Holders Change %
-2.2%
% of All Funds
4.44%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
12
Increased
69
Reduced
70
Closed
15
Calls
–
Puts
$205K
Net Calls
-$205K
Net Calls Change
+$1.03M

Top Buyers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
+$2.28M
2
TSS
Two Sigma Securities
New York
+$2.22M
3
NCM
Northside Capital Management
Oregon
+$2.13M
4
HI
Horizon Investments
North Carolina
+$1.84M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.78M

Top Sellers

1
AWE
Avidian Wealth Enterprises
Texas
-$15.7M
2
UBS Group
UBS Group
Switzerland
-$14.7M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$10.6M
4
Bank of America
Bank of America
North Carolina
-$7.85M
5
Wells Fargo
Wells Fargo
California
-$6.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$2.8M -$464K -11,480 -14%
VC
52
Vicus Capital
Pennsylvania
$2.51M +$623K +15,436 +34%
SWA
53
SFMG Wealth Advisors
Texas
$2.34M – – –
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$2.31M +$2.28M +56,376 New
TSS
55
Two Sigma Securities
New York
$2.25M +$2.22M +54,868 New
SPC
56
Sigma Planning Corp
Michigan
$2.2M -$139K -3,436 -6%
Victory Capital Management
57
Victory Capital Management
Texas
$2.14M – – –
Goldman Sachs
58
Goldman Sachs
New York
$2.07M +$10.7K +266 +0.5%
CC
59
Cedar Capital
Illinois
$2.02M +$1.94K +48 +0.1%
FPCM
60
Financial Partners Capital Management
New York
$2.01M -$165K -4,080 -8%
BWM
61
Baystate Wealth Management
Massachusetts
$1.99M +$73.2K +1,813 +4%
SWP
62
Stratos Wealth Partners
Ohio
$1.99M +$220K +5,447 +13%
CAL
63
Capital Advisors Ltd
Ohio
$1.86M +$25K +620 +1%
PFS
64
Prospera Financial Services
Texas
$1.85M -$78.1K -1,933 -4%
PAS
65
Partnervest Advisory Services
California
$1.82M -$538K -13,326 -23%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.8M +$322K +7,967 +22%
AI
67
Atria Investments
North Carolina
$1.7M +$21.2K +526 +1%
IAS
68
IMA Advisory Services
Colorado
$1.7M +$834K +20,649 +100%
SFG
69
StrategIQ Financial Group
Indiana
$1.61M -$170K -4,217 -10%
OC
70
Oppenheimer & Co
New York
$1.56M -$117K -2,902 -7%
DAS
71
Dynamic Advisor Solutions
Arizona
$1.52M +$444K +10,989 +42%
IH
72
IFC Holdings
Florida
$1.42M -$86.9K -2,151 -6%
GFPC
73
Global Financial Private Capital
Florida
$1.42M +$559K +13,850 +67%
REMPR
74
Roof Eidam Maycock Peralta (REMP)
California
$1.39M +$183K +4,540 +15%
CFD
75
Creative Financial Designs
Indiana
$1.37M +$109K +2,702 +9%
1 2
3
4 5

SPHD Hedge Fund Activity: Q3 2017 in Review

178 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q3 2017, worth a combined $955M — down 4.8% from $1B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SPHD and 12 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 69 added.

The largest buyer was Wealthcare Advisory Partners, opening a new position worth an estimated $2.28M. The largest seller was Avidian Wealth Enterprises, cutting an estimated $15.7M.

  • 178 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q3 2017, down from 182 in Q2 2017.
  • Funds reported $955M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q3 2017, down 4.8% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q3 2017 and 15 closed out, a net change of -3 holders.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q3 2017 was Wealthcare Advisory Partners, an estimated $2.28M added.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q3 2017 was Avidian Wealth Enterprises, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2017.