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Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

337 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 56 funds opening new positions, 115 increasing their positions, 96 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more call options, than puts

Call options by funds: $4.4M | Put options by funds: $723K

155% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 22

20% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 96

18% more capital invested

Capital invested by funds: $977M → $1.15B (+$175M)

10% more funds holding

Funds holding: 305 → 337 (+32)

0.59% less ownership

Funds ownership: 33.25% → 32.66% (-0.59%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
337
Holders Change
+32
Holders Change %
+10.49%
% of All Funds
4.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
56
Increased
115
Reduced
96
Closed
22
Calls
$4.4M
Puts
$723K
Net Calls
+$3.68M
Net Calls Change
+$869K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$29.8M
2
Morgan Stanley
Morgan Stanley
New York
+$24.9M
3
B
Barings
North Carolina
+$21.7M
4
WAS
WESPAC Advisors SoCal
California
+$12.7M
5
Ameriprise
Ameriprise
Minnesota
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
-$96.7M
2
DS
DRW Securities
Illinois
-$4.45M
3
PG
Prostatis Group
Maryland
-$4M
4
DAS
Dynamic Advisor Solutions
Arizona
-$3.08M
5
GB
Gunma Bank
Japan
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
151
Shulman DeMeo Asset Management
New York
$562K -$718 -15 -0.1%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$555K +$194K +4,059 +59%
FFA
153
Farther Finance Advisors
California
$553K +$91K +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 +$502K +10,482 New
BCI
157
Brinker Capital Investments
Pennsylvania
$526K +$165K +3,438 +49%
OPS
158
Orion Portfolio Solutions
Nebraska
$526K +$165K +3,438 +49%
SS
159
Sunbelt Securities
Texas
$525K -$17K -355 -3%
MMPW
160
Mitchell McLeod Pugh & Williams
Alabama
$520K – – –
FI
161
Financial Insights
Washington
$514K +$19.1K +400 +4%
GFG
162
Goldstone Financial Group
Illinois
$505K +$478K +9,979 New
HH
163
Hilltop Holdings
Texas
$499K +$129K +2,700 +38%
MWM
164
Modern Wealth Management
Kansas
$484K +$459K +9,578 New
FHC
165
First Heartland Consultants
Missouri
$484K -$21.2K -443 -4%
NS
166
NBC Securities
Alabama
$476K -$12.1K -253 -3%
HF
167
HRT Financial
New York
$468K +$443K +9,259 New
CA
168
Continuum Advisory
Idaho
$454K +$151K +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 +$55.8K +1,165 +16%
JWCA
172
J.W. Cole Advisors
Florida
$430K +$814 +17 +0.2%
SC
173
Sykon Capital
New York
$427K +$7.37K +154 +2%
CAP
174
Columbia Advisory Partners
Washington
$427K +$404K +8,446 New
CGA
175
Crescent Grove Advisors
Illinois
$416K -$25.9K -542 -6%
5 6
7
8 9

SPHD Hedge Fund Activity: Q3 2024 in Review

337 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q3 2024, worth a combined $1.15B — up 18% from $977M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPHD positions and 22 closed out — a net gain of 34 holders — while 115 added to existing stakes and 96 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $29.8M. The largest seller was Clal Insurance, cutting an estimated $96.7M.

  • 337 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q3 2024, up from 305 in Q2 2024.
  • Funds reported $1.15B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 56 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q3 2024 and 22 closed out, a net change of +34 holders.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q3 2024 was Goldman Sachs, an estimated $29.8M added.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q3 2024 was Clal Insurance, an estimated $96.7M sold.

Based on aggregated 13F filings for Q3 2024.