Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
272 hedge funds and large institutions have $820M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 76 reducing their positions, and 17 closing their positions.
601% more call options, than puts
Call options by funds: $8.14M | Put options by funds: $1.16M
106% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 17
24% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 76
6% more funds holding
Funds holding: 256 → 272 (+16)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% less capital invested
Capital invested by funds: $822M → $820M (-$1.25M)
1.68% less ownership
Funds ownership: 28.31% → 26.63% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$10M |
| 2 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$9.98M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.72M |
| 4 |
SA
Shilanski & Associates
Anchorage,
Alaska
|
+$3.15M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$32.1M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$10.6M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$7.8M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$5.03M |
| 5 |
JP Morgan Chase
New York
|
-$4.9M |
SPHD Hedge Fund Activity: Q2 2021 in Review
272 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2021, worth a combined $820M — down 0.15% from $822M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SPHD positions and 17 closed out — a net gain of 18 holders — while 94 added to existing stakes and 76 trimmed.
The largest buyer was Lockheed Martin Investment Management, opening a new position worth an estimated $10M. The largest seller was QS Investors, cutting an estimated $32.1M.
- 272 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2021, up from 256 in Q1 2021.
- Funds reported $820M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2021, down 0.15% quarter-over-quarter.
- 35 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2021 and 17 closed out, a net change of +18 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q2 2021 was Lockheed Martin Investment Management, an estimated $10M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q2 2021 was QS Investors, an estimated $32.1M sold.
Based on aggregated 13F filings for Q2 2021.