Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
305 hedge funds and large institutions have $977M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 115 reducing their positions, and 29 closing their positions.
843% more call options, than puts
Call options by funds: $3.14M | Put options by funds: $333K
2% more capital invested
Capital invested by funds: $957M → $977M (+$19.8M)
0.73% more ownership
Funds ownership: 32.51% → 33.25% (+0.73%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 29
2% less funds holding
Funds holding: 312 → 305 (-7)
19% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$92.7M |
| 2 |
DS
DRW Securities
Chicago,
Illinois
|
+$4.43M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$3.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.35M |
| 5 |
GS
GTS Securities
New York
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$15.9M |
| 2 |
Morgan Stanley
New York
|
-$13.5M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$12.6M |
| 4 |
JP Morgan Chase
New York
|
-$12.2M |
| 5 |
ACM
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
-$6.34M |
SPHD Hedge Fund Activity: Q2 2024 in Review
305 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2024, worth a combined $977M — up 2.1% from $957M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of SPHD and 27 opened new positions — a net loss of 2 holders — while 115 trimmed existing stakes and 93 added.
The largest buyer was Clal Insurance, opening a new position worth an estimated $92.7M. The largest seller was Invesco, cutting an estimated $15.9M.
- 305 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2024, down from 312 in Q1 2024.
- Funds reported $977M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2024, up 2.1% quarter-over-quarter.
- 27 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2024 and 29 closed out, a net change of -2 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q2 2024 was Clal Insurance, an estimated $92.7M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q2 2024 was Invesco, an estimated $15.9M sold.
Based on aggregated 13F filings for Q2 2024.