SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

236 hedge funds and large institutions have $691M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+6
Holders Change %
+2.61%
% of All Funds
4.19%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
41
Increased
59
Reduced
96
Closed
29
Calls
$6.17M
Puts
$1.77M
Net Calls
+$4.4M
Net Calls Change
+$3.19M

Top Buyers

1
DAS
Dynamic Advisor Solutions
Arizona
$7.03M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.9M
3
Stifel Financial
Stifel Financial
Missouri
$5.36M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$5.39M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$8.25M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$352K
2
Financial Engines Advisors
Financial Engines Advisors
California
$95M
3
CCM
CWH Capital Management
Washington
$325K
4
JC
JBF Capital
Colorado
$0
5
Ameriprise
Ameriprise
Minnesota
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVH
176
Psagot Value Holdings
Israel
$69K +$4.92K +130 +8%
CFA
177
Carroll Financial Associates
North Carolina
$66K +$1.31K +35 +2%
CAAS
178
Capital Asset Advisory Services
Michigan
$64K -$565 -15 -0.9%
CA
179
Clearstead Advisors
Ohio
$64K – – –
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$64K – – –
CWM
181
Cedar Wealth Management
California
$61K – – –
SFS
182
Sowell Financial Services
Arkansas
$60K +$9.26K +247 +18%
NFSG
183
Newbridge Financial Services Group
Florida
$52K +$32.6K +871 +168%
CIA
184
Choate Investment Advisors
Massachusetts
$51K – – –
TFS
185
TrustCore Financial Services
Tennessee
$50K – – –
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$50K – – –
FP
187
Financial Perspectives
Minnesota
$46.1K – – –
IA
188
IFP Advisors
Florida
$45K -$15.2K -404 -25%
SWA
189
Sutton Wealth Advisors
Florida
$44.3K – – –
OIA
190
Optimum Investment Advisors
Illinois
$44K -$79.1K -2,093 -64%
AWM
191
Accel Wealth Management
Iowa
$43K +$43K +1,157 New
BWM
192
Baystate Wealth Management
Massachusetts
$40K +$492 +13 +1%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$40K +$30.5K +810 +321%
TAM
194
Townsend Asset Management
North Carolina
$34K +$3.34K +90 +11%
IAS
195
IMA Advisory Services
Colorado
$32K -$558K -14,982 -95%
BAM
196
Bellevue Asset Management
Washington
$32K +$116 +3 +0.4%
CFO
197
CVA Family Office
Colorado
$31K – – –
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$23K – – –
GEA
199
Glen Eagle Advisors
New Jersey
$22.6K – – –
CG
200
Cutler Group
California
$22K -$291K -7,930 -93%
6 7
8
9 10