SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

240 hedge funds and large institutions have $1.1B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 104 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+16
Holders Change %
+7.14%
% of All Funds
5.2%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
46
Increased
104
Reduced
56
Closed
23
Calls
$7.74M
Puts
–
Net Calls
+$7.74M
Net Calls Change
-$3.76M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$138M
2
Morgan Stanley
2
Morgan Stanley
New York
$110M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$13.8M
4
Wells Fargo
4
Wells Fargo
California
$57.9M
5
Ameriprise
5
Ameriprise
Minnesota
$54.4M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$25M
2
PPA
2
Parametric Portfolio Associates
Washington
$0
3
VF
3
Virtu Financial
New York
$0
4
CCM
4
CWH Capital Management
Washington
$8.56M
5
AFNAS
5
American Financial Network Advisory Services
California
$247K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
SeaCrest Wealth Management
New York
$1.22M -$5.09K -120 -0.4%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$1.2M -$62.9K -1,481 -5%
CAL
78
Capital Advisors Ltd
Ohio
$1.19M -$112K -2,629 -9%
PI
79
PFS Investments
Georgia
$1.16M +$173K +4,066 +17%
OC
80
Oppenheimer & Co
New York
$1.16M +$142K +3,338 +14%
WP
81
WealthPLAN Partners
Nebraska
$1.04M +$14.3K +340 +1%
GSWM
82
Golden State Wealth Management
California
$1.02M +$1.02M +24,109 New
PP
83
Patten & Patten
Tennessee
$1.02M -$42K -990 -4%
AIC
84
Archer Investment Corporation
Indiana
$1.01M -$192K -4,510 -16%
SFG
85
StrategIQ Financial Group
Indiana
$989K +$2K +47 +0.2%
AIM
86
Advantage Investment Management
Iowa
$984K +$70.4K +1,659 +8%
TFS
87
Thoroughbred Financial Services
Tennessee
$972K +$972K +22,890 New
PP
88
PDS Planning
Ohio
$961K -$83.9K -1,977 -8%
CFMC
89
Curbstone Financial Management Corp
New Hampshire
$958K +$85 +2 +0%
SDAM
90
Shulman DeMeo Asset Management
New York
$936K +$37.1K +873 +4%
ICM
91
IMS Capital Management
Oregon
$924K +$52.9K +1,246 +6%
IAS
92
IMA Advisory Services
Colorado
$920K -$128K -3,004 -12%
BFPW
93
BOK Financial Private Wealth
Colorado
$915K -$100K -2,356 -10%
HCP
94
Holt Capital Partners
Texas
$913K -$149K -3,500 -14%
Axa
95
Axa
France
$899K +$22.9K +540 +3%
PP
96
Professional Planning
California
$892K +$892K +16,961 New
VA
97
Valmark Advisers
Ohio
$891K -$64.9K -1,529 -7%
Citigroup
98
Citigroup
New York
$809K +$31K +729 +4%
CAGAS
99
Capital Advisory Group Advisory Services
Minnesota
$801K +$188K +4,428 +31%
PWS
100
Paragon Wealth Strategies
Florida
$796K -$232K -5,466 -23%
2 3
4
5 6