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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
FFA
201
First Foundation Advisors
California
$322K +$26K +544 +9%
SHF
202
Safe Harbor Fiduciary
Florida
$322K +$305K +6,363 New
HA
203
Herold Advisors
New York
$313K +$192 +4 +0.1%
HAM
204
Harmony Asset Management
Arizona
$312K – – –
RJT
205
Raymond James Trust
Florida
$312K – – –
JPLA
206
Joseph P. Lucia & Associates
New York
$309K -$80.2K -1,675 -22%
TWM
207
Triton Wealth Management
Arizona
$306K +$290K +6,051 New
MA
208
Mutual Advisors
Nebraska
$304K +$72.2K +1,509 +33%
HTC
209
Haverford Trust Company
Pennsylvania
$303K – – –
SIM
210
Stratos Investment Management
Ohio
$303K – – –
GLA
211
Good Life Advisors
Pennsylvania
$300K +$284K +5,938 New
PWA
212
Prairie Wealth Advisors
Nebraska
$299K +$41.4K +865 +17%
BAM
213
BOS Asset Management
Illinois
$286K -$12K -250 -4%
PSF
214
Pacific Sun Financial
California
$286K -$12K -250 -4%
FFN
215
Focus Financial Network
Minnesota
$283K +$2.2K +46 +0.8%
WIA
216
World Investment Advisors
California
$272K +$40.7K +850 +19%
MOS
217
MGO One Seven
Ohio
$268K +$2.63K +55 +1%
MWA
218
Meridian Wealth Advisors
Texas
$265K – – –
TSWM
219
Tyler-Stone Wealth Management
Ohio
$258K +$122K +2,550 +100%
KAS
220
KPP Advisory Services
Kentucky
$254K +$240K +5,023 New
CAWM
221
Capital Advisors Wealth Management
Washington
$252K +$10.4K +217 +5%
NFSG
222
Newbridge Financial Services Group
Florida
$252K -$59.3K -1,238 -20%
CAM
223
Cozad Asset Management
Illinois
$248K – – –
CCAL
224
City Center Advisors LLC
Michigan
$248K +$235K +4,910 New
FEM
225
Fulcrum Equity Management
Texas
$248K +$235K +4,910 New
7 8
9
10 11

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.