SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF

178 hedge funds and large institutions have $955M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 69 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-4
Holders Change %
-2.2%
% of All Funds
4.44%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
12
Increased
69
Reduced
70
Closed
15
Calls
Puts
$205K
Net Calls
-$205K
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Shares
Change %
SFSIG
151
San Francisco Sentry Investment Group
California
$101K
ED
152
Exane Derivatives
France
$93.7K +$15.2K +371 +19%
SQA
153
Simon Quick Advisors
New Jersey
$86K
AAP
154
Arax Advisory Partners
Colorado
$79K +$531 +13 +0.7%
HT
155
Heritage Trust
Oklahoma
$75K
BF
156
BOK Financial
Oklahoma
$71K +$71K +1,720 New
1832 Asset Management
157
1832 Asset Management
Ontario, Canada
$71K +$71K +1,730 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$66K
PMFA
159
Plante Moran Financial Advisors
Michigan
$66K +$66K +1,599 New
GRP
160
Global Retirement Partners
California
$62K
CWM
161
Cranbrook Wealth Management
Michigan
$56K
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$55K -$8.75K -213 -14%
ASN
163
Advisory Services Network
Georgia
$52K +$8.22K +200 +19%
AIA
164
Armor Investment Advisors
North Carolina
$41K
RCG
165
Ruggie Capital Group
Florida
$39K
SEI Investments
166
SEI Investments
Pennsylvania
$34K +$4.36K +105 +15%
BAM
167
Barrett Asset Management
New York
$33K
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$33K +$33K +830 New
CWM
169
Catamount Wealth Management
Connecticut
$21K
MIFH
170
Migdal Insurance & Financial Holdings
Israel
$16K -$55.9K -1,346 -78%
BlackRock
171
BlackRock
New York
$14K +$2.29K +57 +20%
LWM
172
Lenox Wealth Management
Ohio
$13K
IWM
173
IHT Wealth Management
Illinois
$8K -$13K -325 -62%
LNB
174
Ledyard National Bank
$7K
TCM
175
Tradewinds Capital Management
Washington
$2K