Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
24 hedge funds and large institutions have $30.6M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and closing their positions.
14% more funds holding
Funds holding: 21 → 24 (+3)
13% more capital invested
Capital invested by funds: $27.2M → $30.6M (+$3.41M)
1.83% more ownership
Funds ownership: 19.21% → 21.04% (+1.8%)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.78M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$441K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$398K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$329K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.13M |
| 2 |
Morgan Stanley
New York
|
-$680K |
| 3 |
LPL Financial
San Diego,
California
|
-$365K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$125K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$89.1K |
SPHD Hedge Fund Activity: Q1 2014 in Review
24 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q1 2014, worth a combined $30.6M — up 13% from $27.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPHD positions and 0 closed out — a net gain of 3 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.78M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.13M.
- 24 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q1 2014, up from 21 in Q4 2013.
- Funds reported $30.6M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q1 2014, up 13% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q1 2014 and 0 closed out, a net change of +3 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q1 2014 was Susquehanna International Group, an estimated $2.78M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q1 2014 was Cambridge Investment Research Advisors, an estimated $1.13M sold.
Based on aggregated 13F filings for Q1 2014.