SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

248 hedge funds and large institutions have $770M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 91 reducing their positions, and 58 closing their positions.

Holders
248
Holders Change
-28
Holders Change %
-10.14%
% of All Funds
5.48%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
34
Increased
83
Reduced
91
Closed
58
Calls
$1.17M
Puts
$1.41M
Net Calls
-$232K
Net Calls Change
-$7.24M

Top Buyers

1
QI
1
QS Investors
New York
$24.8M
2
Wells Fargo
2
Wells Fargo
California
$51.3M
3
RJA
3
Raymond James & Associates
Florida
$34.8M
4
RW
4
RVW Wealth
California
$10.4M
5
PIN
5
Prudent Investors Network
California
$10.1M

Top Sellers

1
BA
1
BCM Advisors
Louisiana
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$63.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.52M
4
WP
4
WealthPLAN Partners
Nebraska
$1.09M
5
SMG
5
Smart Money Group
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$619K 20,647 +25 +0.1%
CWM
102
Cornerstone Wealth Management
Missouri
$606K 20,184 -109,142 -84%
PCM
103
Parsons Capital Management
Rhode Island
$603K 20,107 +838 +4%
GSWM
104
Golden State Wealth Management
California
$602K 20,059 +20,059 New
WWM
105
Western Wealth Management
Colorado
$593K 19,807 +37 +0.2%
APP
106
Avantax Planning Partners
Iowa
$586K 19,542 +19,542 New
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$585K 19,479 -176,382 -90%
KFA
108
Kays Financial Advisory
Georgia
$585K 19,505 -147 -0.7%
TFS
109
Thoroughbred Financial Services
Tennessee
$579K 19,291 -3,229 -14%
SA
110
Shilanski & Associates
Alaska
$561K 18,701 -41,136 -69%
KA
111
Kovack Advisors
Florida
$560K 18,657 -3,650 -16%
SFG
112
StrategIQ Financial Group
Indiana
$559K 18,616 -2,094 -10%
CFMC
113
Curbstone Financial Management Corp
New Hampshire
$546K 18,181 -647 -3%
Mirae Asset Global Investments
114
Mirae Asset Global Investments
South Korea
$506K 16,850 -2,850 -14%
AWA
115
ARQ Wealth Advisors
Arizona
$505K 16,816 +16,816 New
FPFS
116
First Personal Financial Services
North Carolina
$495K 16,485 +16,485 New
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$487K 16,257 +6,085 +60%
IAS
118
IMA Advisory Services
Colorado
$477K 15,897 -2,059 -11%
Citigroup
119
Citigroup
New York
$473K 15,753 -6,609 -30%
PWM
120
Peterson Wealth Management
Nevada
$460K 15,333 -29,814 -66%
HF
121
HRT Financial
New York
$458K 15,285 +15,285 New
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$449K 14,968 -8,687 -37%
VA
123
Valmark Advisers
Ohio
$449K 14,953 -3,105 -17%
RFN
124
RDA Financial Network
Iowa
$426K 14,210 -2,913 -17%
WEC
125
Winslow Evans & Crocker
Massachusetts
$426K 14,126 -1,904 -12%
3 4
5
6 7