Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
21 hedge funds and large institutions have $27.2M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 0 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
9% more capital invested
Capital invested by funds: $24.9M → $27.2M (+$2.32M)
5% more funds holding
Funds holding: 20 → 21 (+1)
0.58% more ownership
Funds ownership: 18.63% → 19.21% (+0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.71M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.21M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$516K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$479K |
| 5 |
Axa
Paris,
France
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$753K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$533K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$513K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$403K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$192K |
SPHD Hedge Fund Activity: Q4 2013 in Review
21 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q4 2013, worth a combined $27.2M — up 9.3% from $24.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPHD positions and 0 closed out — a net gain of 3 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.71M. The largest seller was Morgan Stanley, cutting an estimated $753K.
- 21 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q4 2013, up from 20 in Q3 2013.
- Funds reported $27.2M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q4 2013, up 9.3% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q4 2013 and 0 closed out, a net change of +3 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q4 2013 was Wells Fargo, an estimated $1.71M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q4 2013 was Morgan Stanley, an estimated $753K sold.
Based on aggregated 13F filings for Q4 2013.