SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF

148 hedge funds and large institutions have $993M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
3.71%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.28%
New
29
Increased
57
Reduced
47
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
126
Arax Advisory Partners
Colorado
$59K +$59K +1,493 New
AWMS
127
Advocacy Wealth Management Services
Georgia
$58K -$12.9K -328 -18%
US Bancorp
128
US Bancorp
Minnesota
$55K -$7.78K -199 -12%
CWM
129
Cranbrook Wealth Management
Michigan
$53K
BWA
130
Burt Wealth Advisors
Maryland
$52K +$52K +1,318 New
Creative Planning
131
Creative Planning
Kansas
$46K -$24.4K -624 -35%
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40K -$200K -5,060 -83%
AIA
133
Armor Investment Advisors
North Carolina
$39K +$39K +1,000 New
BAM
134
Barrett Asset Management
New York
$31K -$7.75K -200 -20%
IWM
135
IHT Wealth Management
Illinois
$31K +$31K +775 New
SEI Investments
136
SEI Investments
Pennsylvania
$29K
BIM
137
BlackRock Investment Management
Delaware
$24K +$24K +600 New
DSC
138
Duncker Streett & Co
Missouri
$23K
CWM
139
Catamount Wealth Management
Connecticut
$20K
Bessemer Group
140
Bessemer Group
New Jersey
$19K +$19K +491 New
HI
141
Hudock Inc
Pennsylvania
$17K
BC
142
Bartlett & Co
Ohio
$17K
BFEC
143
Benjamin F. Edwards & Company
Missouri
$15K +$15K +375 New
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$13K +322 New
PSW
145
Portfolio Strategies (Washington)
Washington
$12K +$12K +310 New
LNB
146
Ledyard National Bank
$7K
WA
147
WFG Advisors
Texas
$6K -$313K -7,819 -98%
AIM
148
Astor Investment Management
Illinois
-$11.6M -299,013 Closed
KA
149
Kovack Advisors
Florida
-$11.6M -298,177 Closed
ACM
150
Aviance Capital Management
Florida
-$9.15M -235,102 Closed