SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF

20 hedge funds and large institutions have $24.9M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.76M 248,003 -130,199 -34%
Wells Fargo
2
Wells Fargo
California
$3.67M 134,551 -18,346 -12%
RJA
3
Raymond James & Associates
Florida
$2.96M 108,542 +8,504 +9%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.08M 76,264 +7,202 +10%
LPL Financial
5
LPL Financial
California
$1.92M 69,490 +1,112 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.75M 64,075 -58,203 -48%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.7M 62,443 +19,999 +47%
U
8
UBS
Switzerland
$662K 24,291 +2,034 +9%
Deutsche Bank
9
Deutsche Bank
Germany
$660K 24,220 +9,325 +63%
TRCT
10
Tower Research Capital (TRC)
New York
$560K 20,537 +20,537 New
Bank of America
11
Bank of America
North Carolina
$472K 17,297 +1,471 +9%
SNC
12
Stifel Nicolaus & Co
Missouri
$465K 17,058 -48,785 -74%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$252K 9,255 -43,467 -82%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$243K 8,925 +8,925 New
AIG
15
American International Group
New York
$237K 8,699 -110,747 -93%
SI
16
SII Investments
Wisconsin
$236K 8,673 -293 -3%
MWAM
17
Mariner Wealth Advisors (Madison)
Kansas
$191K 7,000
Ameriprise
18
Ameriprise
Minnesota
$78K 2,870
MFS
19
MSI Financial Services
Massachusetts
$20K 733 -37 -5%
Citigroup
20
Citigroup
New York
$4K 151 +1 +0.7%
NPC
21
National Planning Corporation
California
-30,541 Closed