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.

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

Top Sellers

1
BA
BCM Advisors
Louisiana
$0
2
Morgan Stanley
Morgan Stanley
New York
$63.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.52M
4
WP
WealthPLAN Partners
Nebraska
$1.09M
5
SMG
Smart Money Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
126
Pacific Sun Financial
California
$413K +$32.7K +1,090 +9%
MHS
127
M Holdings Securities
Oregon
$413K +$413K +13,778 New
LWAC
128
Laurel Wealth Advisors (California)
California
$394K – – –
OAM
129
Oppenheimer Asset Management
New York
$384K – – –
MFG
130
Merit Financial Group
Georgia
$374K -$217K -7,239 -37%
BFPW
131
BOK Financial Private Wealth
Colorado
$371K -$276K -9,183 -43%
ASN
132
Advisory Services Network
Georgia
$362K +$257K +8,544 +244%
AWM
133
AE Wealth Management
Kansas
$360K -$447K -14,915 -55%
COF
134
Capital One Financial
Virginia
$359K +$359K +11,971 New
AAMA
135
Advanced Asset Management Advisors
Ohio
$358K +$9.68K +322 +3%
MAFM
136
Mid Atlantic Financial Management
Pennsylvania
$354K +$19.4K +646 +6%
CCP
137
Cardan Capital Partners
Colorado
$346K -$11.5M -384,252 -97%
GIA
138
Gladstone Institutional Advisory
Florida
$339K +$14.5K +482 +4%
1W
139
1776 Wealth
Georgia
$338K +$128K +3,318 +61%
PFG
140
Pacific Financial Group
Washington
$327K +$164K +5,462 +100%
KWM
141
Kingsview Wealth Management
Oregon
$320K +$320K +10,665 New
FIM
142
Freedom Investment Management
Connecticut
$316K +$57.5K +1,344 +22%
Daiwa Securities Group
143
Daiwa Securities Group
Japan
$315K +$45K +1,500 +17%
IWM
144
IHT Wealth Management
Illinois
$313K -$185K -6,170 -37%
CIC
145
Carnegie Investment Counsel
Ohio
$313K +$313K +10,430 New
CFGS
146
Concourse Financial Group Securities
Alabama
$312K +$18.1K +604 +6%
SBWM
147
Sunflower Bank Wealth Management
Arizona
$310K -$169K -5,640 -35%
AF
148
Advisornet Financial
Minnesota
$289K -$21K -699 -7%
IA
149
IFG Advisory
Georgia
$285K -$1.27M -42,370 -82%
PTC
150
Private Trust Company
Ohio
$283K – – –
4 5
6
7 8