SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

264 hedge funds and large institutions have $775M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 64 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-4
Holders Change %
-1.49%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
33
Increased
103
Reduced
64
Closed
33
Calls
$3.85M
Puts
$1.45M
Net Calls
+$2.4M
Net Calls Change
-$4.58M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$13.8M
2
AWE
2
Avidian Wealth Enterprises
Texas
$18.2M
3
LPL Financial
3
LPL Financial
California
$43M
4
Bank of America
4
Bank of America
North Carolina
$43.7M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$37.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.9M
3
LMIM
3
Lockheed Martin Investment Management
Maryland
$4.68M
4
MA
4
Mutual Advisors
Nebraska
$367K
5
Morgan Stanley
5
Morgan Stanley
New York
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
126
Mutual Advisors
Nebraska
$367K -$4.05M -95,634 -92%
AIM
127
Axiom Investment Management
New York
$359K – – –
FFN
128
Focus Financial Network
Minnesota
$358K +$12.7K +300 +4%
TAM
129
Tocqueville Asset Management
New York
$355K +$37.9K +895 +12%
FCA
130
FinTrust Capital Advisors
South Carolina
$339K +$75.5K +1,784 +29%
SWM
131
SeaCrest Wealth Management
New York
$335K -$369K -8,700 -52%
AWA
132
Arkadios Wealth Advisors
Georgia
$330K -$115K -2,717 -26%
TRCT
133
Tower Research Capital (TRC)
New York
$323K -$2.27M -53,629 -88%
QWM
134
QP Wealth Management
New Jersey
$314K +$38.7K +915 +14%
HA
135
Herold Advisors
New York
$314K +$314K +7,429 New
SMC
136
Smith, Moore & Co
Missouri
$311K +$4.23K +100 +1%
VA
137
Valmark Advisers
Ohio
$306K -$20.7K -489 -6%
KA
138
Kovack Advisors
Florida
$305K -$97.4K -2,300 -24%
CG
139
Clarus Group
Texas
$304K +$47.3K +1,119 +18%
FA
140
Fermata Advisors
California
$300K +$44.6K +1,052 +17%
WJA
141
Willis Johnson & Associates
Texas
$298K +$298K +7,031 New
WPW
142
Warther Private Wealth
Ohio
$296K +$385 +9 +0.1%
AF
143
Advisornet Financial
Minnesota
$284K +$122K +2,872 +75%
KWM
144
Kingsview Wealth Management
Oregon
$278K -$3.39K -80 -1%
US Bancorp
145
US Bancorp
Minnesota
$278K +$1.14K +27 +0.4%
PWP
146
Principle Wealth Partners
Connecticut
$275K – – –
PSF
147
Pacific Sun Financial
California
$271K +$271K +6,410 New
WA
148
Wealth Alliance
New York
$270K +$2.29K +54 +0.9%
FTUS
149
Flow Traders U.S.
New York
$265K -$584K -13,783 -69%
CAAS
150
Capital Asset Advisory Services
Michigan
$262K +$136K +3,215 +108%
4 5
6
7 8