SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF

48 hedge funds and large institutions have $433M 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.

Holders
48
Holders Change
+8
Holders Change %
+20%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
25
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$206M 6,276,867 +6,276,867 New
BTS
2
BB&T Securities
Virginia
$110M 335,217 +310,432 +1,252%
LPL Financial
3
LPL Financial
California
$16.9M 514,438 +162,732 +46%
Morgan Stanley
4
Morgan Stanley
New York
$15.8M 480,165 +226,423 +89%
RJA
5
Raymond James & Associates
Florida
$12.9M 391,951 +295,452 +306%
Wells Fargo
6
Wells Fargo
California
$8.53M 259,190 +62,001 +31%
UBS Group
7
UBS Group
Switzerland
$8.16M 248,041 +202,477 +444%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.29M 221,514 +102,803 +87%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.75M 174,727 +174,163 +30,880%
Bank of America
10
Bank of America
North Carolina
$5.34M 162,248 -234,201 -59%
GHF
11
Good Harbor Financial
Illinois
$4.74M 144,076 +30,307 +27%
Ameriprise
12
Ameriprise
Minnesota
$4.44M 134,890 +128,723 +2,087%
Invesco
13
Invesco
Georgia
$4.08M 124,126 +57,094 +85%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.32M 101,016 +2,670 +3%
LMIM
15
Lockheed Martin Investment Management
Maryland
$2.74M 83,391
Citadel Advisors
16
Citadel Advisors
Florida
$1.72M 52,336 +52,336 New
HSBC Holdings
17
HSBC Holdings
United Kingdom
$1.61M 49,001 +37,500 +326%
AIG
18
American International Group
New York
$1.53M 46,578 +9,219 +25%
Stifel Financial
19
Stifel Financial
Missouri
$1.22M 37,031 +7,325 +25%
EFS
20
Essex Financial Services
Connecticut
$1.22M 37,046 +18,256 +97%
MFS
21
MSI Financial Services
Massachusetts
$949K 28,845 +23,654 +456%
BAAM
22
Baker Avenue Asset Management
California
$937K 28,494 +13,094 +85%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$817K 24,824 +24,824 New
SPC
24
Sigma Planning Corp
Michigan
$784K 23,825 +2,927 +14%
VKH
25
Virtu KCG Holdings
New York
$703K 21,384 +21,384 New