SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF

224 hedge funds and large institutions have $835M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+26
Holders Change %
+13.13%
% of All Funds
5%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
46
Increased
77
Reduced
69
Closed
18
Calls
$11.9M
Puts
$354K
Net Calls
+$11.5M
Net Calls Change
+$3.53M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
201
Creative Financial Designs
Indiana
$14K -$10.8K -285 -44%
BlackRock
202
BlackRock
New York
$13K +$118 +3 +0.9%
WOC
203
West Oak Capital
California
$12.4K
CCM
204
Covington Capital Management
California
$12K
JFA
205
JNBA Financial Advisors
Minnesota
$10K +$10K +270 New
BHWM
206
Bay Harbor Wealth Management
Maryland
$9K +$9K +228 New
TRCT
207
Tower Research Capital (TRC)
New York
$8K -$1.32M -33,051 -99%
SIS
208
Sound Income Strategies
Florida
$8K +$8K +200 New
SFA
209
Semmax Financial Advisors
North Carolina
$8K +$8K +218 New
UBS AM
210
UBS AM
Illinois
$7.64K
HNB
211
Huntington National Bank
Ohio
$7K
LNB
212
Ledyard National Bank
$7K
GWMIA
213
Global Wealth Management Investment Advisory
Florida
$7K +$7K +175 New
APC
214
Aspire Private Capital
North Carolina
$7K +$7K +185 New
GCM
215
Gables Capital Management
Florida
$6K
AWM
216
AllSquare Wealth Management
New York
$5K
MIFH
217
Migdal Insurance & Financial Holdings
Israel
$5K
FCA
218
FinTrust Capital Advisors
South Carolina
$4K +$4K +100 New
Simplex Trading
219
Simplex Trading
Illinois
$3K -$6.06K -192 -67%
NA
220
NewEdge Advisors
Louisiana
$2.7K +$2.36K +61,890 +710%
WCM
221
Whitener Capital Management
North Carolina
$2K
TL
222
TrueWealth LLC
Georgia
$2K
JCM
223
Jacobi Capital Management
Pennsylvania
$1K -$2.61K -73 -72%
RFC
224
Regions Financial Corp
Alabama
$1K +$1K +24 New
EFS
225
Edelman Financial Services
Virginia
-$111M -2,670,163 Closed