Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
178 hedge funds and large institutions have $955M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 69 increasing their positions, 70 reducing their positions, and 15 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0.52% less ownership
Funds ownership: 32.82% → 32.31% (-0.52%)
1% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 70
5% less capital invested
Capital invested by funds: $1B → $955M (-$47.9M)
2% less funds holding
Funds holding: 182 → 178 (-4)
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $205K
Top Buyers
Top Sellers
| 1 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$15.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$14.7M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$10.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.85M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.06M |
SPHD Hedge Fund Activity: Q3 2017 in Review
178 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q3 2017, worth a combined $955M — down 4.8% from $1B a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of SPHD and 12 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 69 added.
The largest buyer was Wealthcare Advisory Partners, opening a new position worth an estimated $2.28M. The largest seller was Avidian Wealth Enterprises, cutting an estimated $15.7M.
- 178 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q3 2017, down from 182 in Q2 2017.
- Funds reported $955M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q3 2017, down 4.8% quarter-over-quarter.
- 12 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q3 2017 and 15 closed out, a net change of -3 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q3 2017 was Wealthcare Advisory Partners, an estimated $2.28M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q3 2017 was Avidian Wealth Enterprises, an estimated $15.7M sold.
Based on aggregated 13F filings for Q3 2017.