SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF

239 hedge funds and large institutions have $720M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
29
Increased
63
Reduced
104
Closed
37
Calls
$1.67M
Puts
$1.11M
Net Calls
+$559K
Net Calls Change
+$791K
Name Holding Trade Value Shares
Change
Shares
Change %
SBWM
126
Sunflower Bank Wealth Management
Arizona
$340K
CFGS
127
Concourse Financial Group Securities
Alabama
$331K -$11.8K -359 -3%
PFG
128
Pacific Financial Group
Washington
$327K
KWM
129
Kingsview Wealth Management
Oregon
$325K -$26K -790 -7%
WEC
130
Winslow Evans & Crocker
Massachusetts
$317K -$147K -4,482 -32%
Daiwa Securities Group
131
Daiwa Securities Group
Japan
$315K
PTC
132
Private Trust Company
Ohio
$311K
RJT
133
Raymond James Trust
Florida
$310K +$310K +9,428 New
RG
134
Retirement Group
California
$304K +$304K +9,228 New
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$291K -$1.78M -54,096 -86%
AF
136
Advisornet Financial
Minnesota
$291K -$26.6K -807 -8%
IWM
137
IHT Wealth Management
Illinois
$289K -$54K -1,641 -16%
IA
138
IFG Advisory
Georgia
$277K -$35K -1,066 -11%
APA
139
American Portfolios Advisors
New York
$274K +$114K +3,449 +71%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$270K -$266K -8,074 -50%
AFC
141
AFT Forsyth & Company
Florida
$263K +$363 +11 +0.1%
HB
142
Homrich & Berg
Georgia
$261K
RIA
143
Realta Investment Advisors
Delaware
$253K +$6.45K +196 +3%
CFD
144
Creative Financial Designs
Indiana
$250K +$234K +7,092 +1,418%
FTUS
145
Flow Traders U.S.
New York
$248K +$248K +7,530 New
BSW
146
Buckingham Strategic Wealth
Missouri
$248K +$248K +7,545 New
LPT
147
Legacy Private Trust
Wisconsin
$242K -$1.32M -40,233 -85%
SAG
148
Spotlight Asset Group
Illinois
$237K +$237K +7,198 New
MFG
149
Merit Financial Group
Georgia
$236K -$174K -5,299 -42%
M&T Bank
150
M&T Bank
New York
$231K +$231K +7,026 New