SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

305 hedge funds and large institutions have $1.19B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 86 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-13
Holders Change %
-4.09%
% of All Funds
5.27%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
36
Increased
121
Reduced
86
Closed
43
Calls
$8.12M
Puts
$1.68M
Net Calls
+$6.44M
Net Calls Change
+$1.12M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$35.5M
2
LPL Financial
LPL Financial
California
$74.9M
3
MPM
Meritage Portfolio Management
Kansas
$9.89M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$74M
5
Morgan Stanley
Morgan Stanley
New York
$163M

Top Sellers

1
OCM
One Capital Management
California
$3.23M
2
PP
Prudential plc
United Kingdom
$0
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$6.12M
4
AWM
Affinity Wealth Management
Delaware
$0
5
BCM
Brookstone Capital Management
Illinois
$9.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
126
Private Trust Company
Ohio
$704K +$53K +1,357 +8%
Millennium Management
127
Millennium Management
New York
$695K +$695K +17,761 New
EH
128
Equitable Holdings
New York
$674K +$234K +5,994 +53%
MAM
129
McLean Asset Management
Virginia
$658K +$110K +2,812 +20%
RIA
130
Realta Investment Advisors
Delaware
$651K +$127K +3,243 +24%
AIP
131
Ahrens Investment Partners
Louisiana
$636K -$180K -4,602 -22%
RDIA
132
RE Dickinson Investment Advisors
Iowa
$635K -$65.6K -1,677 -9%
LWAC
133
Laurel Wealth Advisors (California)
California
$625K +$39 +1 +0%
CFMC
134
Curbstone Financial Management Corp
New Hampshire
$622K -$19.6K -500 -3%
DAS
135
Dynamic Advisor Solutions
Arizona
$608K +$11.3K +288 +2%
HCP
136
Holt Capital Partners
Texas
$587K – – –
Creative Planning
137
Creative Planning
Kansas
$586K -$7.39K -189 -1%
IA
138
IAM Advisory
Pennsylvania
$557K -$316K -8,076 -36%
CAL
139
Capital Analysts LLC
Pennsylvania
$550K +$515K +13,178 +1,469%
JPLA
140
Joseph P. Lucia & Associates
New York
$533K +$22.1K +565 +4%
SPIA
141
Steward Partners Investment Advisory
New York
$532K +$70.9K +1,813 +15%
CRI
142
Colonial River Investments
Virginia
$522K +$23.8K +608 +5%
EWM
143
EPG Wealth Management
Georgia
$519K +$4.38K +112 +0.9%
SDAM
144
Shulman DeMeo Asset Management
New York
$498K -$1.49K -38 -0.3%
AWA
145
Alta Wealth Advisors
Massachusetts
$492K – – –
APA
146
American Portfolios Advisors
New York
$491K -$25.8K -660 -5%
SIM
147
Stratos Investment Management
Ohio
$481K +$5.59K +143 +1%
MA
148
Mutual Advisors
Nebraska
$479K +$85.9K +2,194 +22%
Lazard Asset Management
149
Lazard Asset Management
New York
$464K – – –
IWC
150
Integrated Wealth Concepts
Massachusetts
$444K +$127K +3,257 +40%
4 5
6
7 8