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Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

19 hedge funds and large institutions have $35M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2013 Q2 according to their latest regulatory filings, with 19 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

25.75% more ownership

Funds ownership: 0% → 25.75% (+26%)

Holders
19
Holders Change
+19
Holders Change %
–
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.4M +$10.5M +378,202 New
Wells Fargo
2
Wells Fargo
California
$4.19M +$4.26M +152,897 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.35M +$3.41M +122,278 New
AIG
4
American International Group
New York
$3.28M +$3.33M +119,446 New
RJA
5
Raymond James & Associates
Florida
$2.74M +$2.79M +100,038 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.89M +$1.93M +69,062 New
LPL Financial
7
LPL Financial
California
$1.88M +$1.91M +68,378 New
SNC
8
Stifel Nicolaus & Co
Missouri
$1.81M +$1.84M +65,843 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.45M +$1.47M +52,722 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.16M +$1.18M +42,444 New
NPC
11
National Planning Corporation
California
$838K +$852K +30,541 New
U
12
UBS
Switzerland
$610K +$621K +22,257 New
Bank of America
13
Bank of America
North Carolina
$434K +$441K +15,826 New
Deutsche Bank
14
Deutsche Bank
Germany
$408K +$415K +14,895 New
SI
15
SII Investments
Wisconsin
$247K +$250K +8,966 New
MWAM
16
Mariner Wealth Advisors (Madison)
Kansas
$192K +$195K +7,000 New
Ameriprise
17
Ameriprise
Minnesota
$79K +$80K +2,870 New
MFS
18
MSI Financial Services
Massachusetts
$21K +$21.5K +770 New
Citigroup
19
Citigroup
New York
$4K +$4.18K +150 New

SPHD Hedge Fund Activity: Q2 2013 in Review

19 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2013, worth a combined $35M.

Buyers outnumbered sellers: 19 funds opened new SPHD positions and 0 closed out — a net gain of 19 holders — while 0 added to existing stakes and 0 trimmed.

  • 19 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $35M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2013.
  • 19 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2013 and 0 closed out, a net change of +19 holders.

Based on aggregated 13F filings for Q2 2013.