SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

307 hedge funds and large institutions have $943M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 137 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-8
Holders Change %
-2.54%
% of All Funds
4.89%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
27
Increased
79
Reduced
137
Closed
33
Calls
$3.69M
Puts
$4.12M
Net Calls
-$431K
Net Calls Change
-$2.66M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$71.3M
2
HighTower Advisors
HighTower Advisors
Illinois
$10.6M
3
IAIM
International Assets Investment Management
Florida
$6.67M
4
XF
XML Financial
Maryland
$9.21M
5
TPWM
Twelve Points Wealth Management
Massachusetts
$2.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$29.5M
2
Morgan Stanley
Morgan Stanley
New York
$134M
3
SVCP
Silicon Valley Capital Partners
California
$8.13M
4
GS
GTS Securities
New York
$1.44M
5
LPL Financial
LPL Financial
California
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Western Wealth Management
Colorado
$628K -$67.2K -1,714 -10%
LI
127
LMCG Investments
Massachusetts
$622K +$13.7K +349 +2%
HCP
128
Holt Capital Partners
Texas
$588K – – –
LNC
129
Lincoln National Corp
Pennsylvania
$576K +$172K +4,401 +43%
CAL
130
Capital Analysts LLC
Pennsylvania
$573K -$47.1K -1,201 -8%
EFS
131
Essex Financial Services
Connecticut
$567K +$157 +4 +0%
ASN
132
Advisory Services Network
Georgia
$566K -$244K -6,237 -30%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$563K +$120K +3,068 +27%
CFMC
134
Curbstone Financial Management Corp
New Hampshire
$541K -$3.92K -100 -0.7%
AF
135
Allworth Financial
California
$493K +$303K +7,744 +160%
AWA
136
Alta Wealth Advisors
Massachusetts
$488K -$5.53K -141 -1%
SDAM
137
Shulman DeMeo Asset Management
New York
$487K -$1.1K -28 -0.2%
CFP
138
Curran Financial Partners
South Carolina
$482K +$72.1K +1,840 +18%
RFC
139
Regions Financial Corp
Alabama
$481K +$481K +12,283 New
IF
140
Intrua Financial
Texas
$479K -$63.6K -1,623 -12%
EWM
141
EPG Wealth Management
Georgia
$478K -$56.6K -1,445 -11%
TAM
142
Tocqueville Asset Management
New York
$477K -$127K -3,245 -21%
Lazard Asset Management
143
Lazard Asset Management
New York
$465K – – –
JPLA
144
Joseph P. Lucia & Associates
New York
$463K -$41.5K -1,060 -8%
Daiwa Securities Group
145
Daiwa Securities Group
Japan
$462K -$11.7K -300 -2%
HWM
146
HB Wealth Management
Georgia
$455K +$705 +18 +0.2%
RDIA
147
RE Dickinson Investment Advisors
Iowa
$440K +$7.83K +200 +2%
FAIM
148
Financial Advocates Investment Management
Washington
$436K -$2.16K -55 -0.5%
CSPIA
149
Cary Street Partners Investment Advisory
Virginia
$436K -$15.8K -403 -3%
NS
150
NBC Securities
Alabama
$427K +$427K +10,916 New
4 5
6
7 8