Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
48 hedge funds and large institutions have $334M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 2 reducing their positions, and 4 closing their positions.
1,150% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 2
386% more capital invested
Capital invested by funds: $68.8M → $334M (+$265M)
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
28.29% more ownership
Funds ownership: 26.35% → 54.64% (+28%)
20% more funds holding
Funds holding: 40 → 48 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$207M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$10.2M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$9.74M |
| 4 |
Morgan Stanley
New York
|
+$7.47M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.72M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$309K |
| 3 |
JP Morgan Chase
New York
|
-$225K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$65.7K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$11.3K |
SPHD Hedge Fund Activity: Q1 2015 in Review
48 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q1 2015, worth a combined $334M — up 386% from $68.8M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SPHD positions and 4 closed out — a net gain of 9 holders — while 25 added to existing stakes and 2 trimmed.
The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $207M. The largest seller was Bank of America, cutting an estimated $7.72M.
- 48 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q1 2015, up from 40 in Q4 2014.
- Funds reported $334M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q1 2015, up 386% quarter-over-quarter.
- 13 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q1 2015 and 4 closed out, a net change of +9 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q1 2015 was RiverFront Investment Group, an estimated $207M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q1 2015 was Bank of America, an estimated $7.72M sold.
Based on aggregated 13F filings for Q1 2015.