SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

224 hedge funds and large institutions have $835M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+26
Holders Change %
+13.13%
% of All Funds
5%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
46
Increased
77
Reduced
69
Closed
18
Calls
$11.9M
Puts
$354K
Net Calls
+$11.5M
Net Calls Change
+$3.53M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$101M
2
CAL
2
Capital Analysts LLC
Pennsylvania
$10.3M
3
SFWA
3
Summit Financial Wealth Advisors
Louisiana
$10.6M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$10.5M
5
RJA
5
Raymond James & Associates
Florida
$24.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.2M
2
SS
2
Simplicity Solutions
Minnesota
$1.61M
3
PAG
3
Private Advisor Group
New Jersey
$0
4
MA
4
Mutual Advisors
Nebraska
$0
5
IA
5
IFP Advisors
Florida
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
76
9258 Wealth Management
Ohio
$1.04M +$1.04M +27,114 New
WP
77
WealthPLAN Partners
Nebraska
$1.03M +$368K +8,766 +56%
PP
78
Patten & Patten
Tennessee
$958K -$8.02K -210 -0.8%
HCP
79
Holt Capital Partners
Texas
$955K +$497K +13,000 +108%
IAS
80
IMA Advisory Services
Colorado
$942K -$282K -7,372 -23%
PP
81
PDS Planning
Ohio
$940K -$35.3K -925 -4%
PWS
82
Paragon Wealth Strategies
Florida
$920K +$1.75K +46 +0.2%
PI
83
PFS Investments
Georgia
$919K +$31.3K +794 +4%
OC
84
Oppenheimer & Co
New York
$917K +$33.9K +887 +4%
BFPW
85
BOK Financial Private Wealth
Colorado
$913K – – –
SFG
86
StrategIQ Financial Group
Indiana
$888K -$11.5K -300 -1%
PFS
87
Prospera Financial Services
Texas
$887K +$123K +3,200 +16%
CFMC
88
Curbstone Financial Management Corp
New Hampshire
$862K +$36.4K +953 +4%
VA
89
Valmark Advisers
Ohio
$860K -$32.6K -853 -4%
AAMA
90
Advanced Asset Management Advisors
Ohio
$847K +$847K +22,162 New
FCAG
91
First Capital Advisors Group
New Jersey
$826K -$358K -9,373 -30%
AIM
92
Advantage Investment Management
Iowa
$822K -$794K -20,800 -49%
SDAM
93
Shulman DeMeo Asset Management
New York
$809K +$809K +21,167 New
KFA
94
Kays Financial Advisory
Georgia
$806K -$47.3K -1,239 -6%
Axa
95
Axa
France
$788K +$45.4K +1,190 +6%
ICM
96
IMS Capital Management
Oregon
$784K +$654K +17,113 +503%
AIC
97
Ameritas Investment Company
Nebraska
$736K +$736K +19,270 New
Baird Financial Group
98
Baird Financial Group
Wisconsin
$731K -$73.8K -1,931 -9%
Citigroup
99
Citigroup
New York
$700K -$83.5K -2,186 -11%
AW
100
ACG Wealth
Georgia
$668K -$48.9K -1,279 -7%
2 3
4
5 6