SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

333 hedge funds and large institutions have $1.15B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+31
Holders Change %
+10.26%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
55
Increased
114
Reduced
94
Closed
22
Calls
$4.4M
Puts
$723K
Net Calls
+$3.68M
Net Calls Change
+$869K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$32.3M
2
Morgan Stanley
Morgan Stanley
New York
$148M
3
B
Barings
North Carolina
$22.9M
4
WAS
WESPAC Advisors SoCal
California
$13.4M
5
Ameriprise
Ameriprise
Minnesota
$29.6M

Top Sellers

1
CI
Clal Insurance
Israel
$4.1M
2
DS
DRW Securities
Illinois
$0
3
PG
Prostatis Group
Maryland
$1.05M
4
DAS
Dynamic Advisor Solutions
Arizona
$715K
5
GB
Gunma Bank
Japan
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDAM
151
Shulman DeMeo Asset Management
New York
$562K -$759 -15 -0.1%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$555K +$205K +4,059 +59%
FFA
153
Farther Finance Advisors
California
$553K +$96.1K +1,901 +21%
Daiwa Securities Group
154
Daiwa Securities Group
Japan
$538K – – –
RDIA
155
RE Dickinson Investment Advisors
Iowa
$533K – – –
EWM
156
EPG Wealth Management
Georgia
$530K +$530K +10,482 New
OPS
157
Orion Portfolio Solutions
Nebraska
$526K +$174K +3,438 +49%
BCI
158
Brinker Capital Investments
Pennsylvania
$526K +$174K +3,438 +49%
SS
159
Sunbelt Securities
Texas
$525K -$18K -355 -3%
MMPW
160
Mitchell McLeod Pugh & Williams
Alabama
$520K – – –
FI
161
Financial Insights
Washington
$514K +$20.2K +400 +4%
GFG
162
Goldstone Financial Group
Illinois
$505K +$505K +9,979 New
HH
163
Hilltop Holdings
Texas
$499K +$137K +2,700 +38%
MWM
164
Modern Wealth Management
Kansas
$484K +$484K +9,578 New
FHC
165
First Heartland Consultants
Missouri
$484K -$22.4K -443 -4%
NS
166
NBC Securities
Alabama
$476K -$12.8K -253 -3%
HF
167
HRT Financial
New York
$468K +$468K +9,259 New
CA
168
Continuum Advisory
Idaho
$454K +$158K +3,155 +53%
SHFP
169
Second Half Financial Partners
Florida
$448K – – –
EFS
170
Essex Financial Services
Connecticut
$439K – – –
LFAS
171
Level Four Advisory Services
Texas
$431K +$58.4K +1,165 +16%
JWCA
172
J.W. Cole Advisors
Florida
$430K +$860 +17 +0.2%
SC
173
Sykon Capital
New York
$427K +$7.79K +154 +2%
CAP
174
Columbia Advisory Partners
Washington
$427K +$427K +8,446 New
CGA
175
Crescent Grove Advisors
Illinois
$416K -$27.4K -542 -6%
5 6
7
8 9