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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 %
NFC
151
Northeast Financial Consultants
Connecticut
$426K – – –
SPIA
152
Steward Partners Investment Advisory
New York
$424K -$23.7K -605 -5%
AAS
153
Ameritas Advisory Services
Nebraska
$421K +$121K +3,097 +40%
AA
154
Advisory Alpha
Michigan
$414K -$39.5K -1,009 -9%
FI
155
Financial Insights
Washington
$413K -$15.2K -400 -4%
CS
156
Credit Suisse
Switzerland
$405K +$39 +1 +0%
MMPW
157
Mitchell McLeod Pugh & Williams
Alabama
$403K -$1.16M -29,725 -74%
SS
158
Sunbelt Securities
Texas
$403K – – –
PWM
159
Peterson Wealth Management
Nevada
$403K -$161K -4,115 -29%
SA
160
Strategic Advocates
Utah
$400K +$400K +10,200 New
AWA
161
Arete Wealth Advisors
Illinois
$390K -$734K -18,727 -65%
SW
162
SteelPeak Wealth
California
$388K +$23.5K +600 +6%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$379K +$7.41K +189 +2%
SEIA
164
Signature Estate & Investment Advisors
California
$370K – – –
NFSG
165
Newbridge Financial Services Group
Florida
$355K +$198K +5,041 +125%
JPMPWA
166
J.P. Morgan Private Wealth Advisors
California
$353K -$98K -2,500 -22%
GCP
167
GSA Capital Partners
United Kingdom
$351K +$351K +8,967 New
Envestnet Portfolio Solutions
168
Envestnet Portfolio Solutions
Illinois
$344K +$344K +8,783 New
Comerica Bank
169
Comerica Bank
Texas
$339K +$339K +8,650 New
FFA
170
Farther Finance Advisors
California
$337K -$37.5K -957 -10%
CAWM
171
Capital Advisors Wealth Management
Washington
$334K -$29.4K -750 -8%
BRWA
172
B. Riley Wealth Advisors
Florida
$332K -$21.1K -538 -6%
OIM
173
Orca Investment Management
Oregon
$331K -$30.2K -770 -8%
CRI
174
Colonial River Investments
Virginia
$324K -$12.8K -326 -4%
SHFP
175
Second Half Financial Partners
Florida
$322K -$27.2K -695 -8%
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