SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

305 hedge funds and large institutions have $1.19B 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, 86 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-13
Holders Change %
-4.09%
% of All Funds
5.27%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
36
Increased
121
Reduced
86
Closed
43
Calls
$8.12M
Puts
$1.68M
Net Calls
+$6.44M
Net Calls Change
+$1.12M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$35.5M
2
LPL Financial
LPL Financial
California
$74.9M
3
MPM
Meritage Portfolio Management
Kansas
$9.89M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$74M
5
Morgan Stanley
Morgan Stanley
New York
$163M

Top Sellers

1
OCM
One Capital Management
California
$3.23M
2
PP
Prudential plc
United Kingdom
$0
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$6.12M
4
AWM
Affinity Wealth Management
Delaware
$0
5
BCM
Brookstone Capital Management
Illinois
$9.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
101
Arete Wealth Advisors
Illinois
$1.13M +$1.13M +28,834 New
JWCA
102
J.W. Cole Advisors
Florida
$1.13M +$436K +11,156 +63%
CIAS
103
CFS Investment Advisory Services
New Jersey
$1.13M +$1.13M +186,437 New
CS
104
Comerica Securities
Michigan
$1.1M -$11.4K -291 -1%
CFP
105
Curran Financial Partners
South Carolina
$1.04M -$96.8K -2,475 -8%
AWM
106
Avior Wealth Management
Nebraska
$1.04M +$1.03M +26,532 +26,532%
BRWA
107
B. Riley Wealth Advisors
Florida
$1.04M -$400K -10,226 -28%
AWA
108
ARQ Wealth Advisors
Arizona
$1.02M +$175K +4,478 +21%
BAM
109
Belpointe Asset Management
Nevada
$1.01M -$27.1K -693 -3%
RW
110
RVW Wealth
California
$944K +$52.9K +1,352 +6%
AWA
111
AmeriServ Wealth Advisors
Pennsylvania
$845K -$288K -7,371 -25%
MFG
112
Magnus Financial Group
New York
$833K – – –
SFG
113
StrategIQ Financial Group
Indiana
$802K +$5.05K +129 +0.6%
CGA
114
Crescent Grove Advisors
Illinois
$782K +$307K +7,833 +64%
IF
115
Intrua Financial
Texas
$781K +$195K +4,973 +33%
Two Sigma Advisers
116
Two Sigma Advisers
New York
$774K +$774K +19,800 New
PMG
117
ProVise Management Group
Florida
$772K -$247K -6,313 -24%
ICM
118
IMS Capital Management
Oregon
$766K +$7.23K +185 +1%
GIA
119
Gladstone Institutional Advisory
Florida
$756K +$3.21K +82 +0.4%
EFS
120
Essex Financial Services
Connecticut
$749K +$31.1K +795 +4%
IFA
121
Interactive Financial Advisors
Illinois
$748K +$219K +5,608 +41%
SI
122
Saxon Interests
Texas
$743K -$383K -9,385 -34%
GRP
123
Global Retirement Partners
California
$738K +$219K +5,119 +42%
PWM
124
Peterson Wealth Management
Nevada
$726K +$388K +9,915 +115%
CWM
125
Cornerstone Wealth Management
Missouri
$717K +$51.7K +1,323 +8%
3 4
5
6 7