Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
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.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
5% more funds holding
Funds holding: 19 → 20 (+1)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
7.11% less ownership
Funds ownership: 25.75% → 18.63% (-7.1%)
29% less capital invested
Capital invested by funds: $35M → $24.9M (-$10M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$570K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$555K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$259K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$248K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$236K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.61M |
| 2 |
AIG
American International Group
New York
|
-$3.07M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.61M |
| 4 |
SNC
Stifel Nicolaus & Co
St Louis,
Missouri
|
-$1.35M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.21M |
SPHD Hedge Fund Activity: Q3 2013 in Review
20 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q3 2013, worth a combined $24.9M — down 29% from $35M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SPHD positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $570K. The largest seller was Morgan Stanley, cutting an estimated $3.61M.
- 20 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q3 2013, up from 19 in Q2 2013.
- Funds reported $24.9M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q3 2013, down 29% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q3 2013 and 1 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q3 2013 was Tower Research Capital (TRC), an estimated $570K added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q3 2013 was Morgan Stanley, an estimated $3.61M sold.
Based on aggregated 13F filings for Q3 2013.