Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
164 hedge funds and large institutions have $1.06B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 37 reducing their positions, and 18 closing their positions.
106% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 18
105% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 37
11% more funds holding
Funds holding: 148 → 164 (+16)
6% more capital invested
Capital invested by funds: $993M → $1.06B (+$63.8M)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
1.57% less ownership
Funds ownership: 35.74% → 34.17% (-1.6%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $6K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$33.8M |
| 2 |
QI
QS Investors
New York
|
+$17.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$13.1M |
| 4 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$10.6M |
| 5 |
NCM
Northside Capital Management
Hood River,
Oregon
|
+$7.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$26.4M |
| 2 |
Morgan Stanley
New York
|
-$19.7M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$10.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$7.29M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$7.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWMS
176
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$58K | -1,478 | Closed |
|
|
BWA
177
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$52K | -1,318 | Closed |
|
178
Bessemer Group
Woodbridge,
New Jersey
| – | -$19K | -491 | Closed |
|
|
HI
179
Hudock Inc
Williamsport,
Pennsylvania
| – | -$17K | -446 | Closed |
|
|
BC
180
Bartlett & Co
Cincinnati,
Ohio
| – | -$17K | -423 | Closed |
|
|
PSW
181
Portfolio Strategies (Washington)
Tacoma,
Washington
| – | -$12K | -310 | Closed |
|
SPHD Hedge Fund Activity: Q1 2017 in Review
164 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q1 2017, worth a combined $1.06B — up 6.4% from $993M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SPHD positions and 18 closed out — a net gain of 19 holders — while 76 added to existing stakes and 37 trimmed.
The largest buyer was Bank of America, adding an estimated $33.8M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $26.4M sold.
- 164 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q1 2017, up from 148 in Q4 2016.
- Funds reported $1.06B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q1 2017, up 6.4% quarter-over-quarter.
- 37 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q1 2017 and 18 closed out, a net change of +19 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q1 2017 was Bank of America, an estimated $33.8M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q1 2017 was RiverFront Investment Group, an estimated $26.4M sold.
Based on aggregated 13F filings for Q1 2017.