Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
59 hedge funds and large institutions have $223M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
5% more funds holding
Funds holding: 56 → 59 (+3)
4.86% less ownership
Funds ownership: 52.96% → 48.1% (-4.9%)
22% less capital invested
Capital invested by funds: $284M → $223M (-$61.5M)
24% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 21
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$8.57M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.17M |
| 3 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
+$1.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.48M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$999K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$58.5M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$8.05M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$4.21M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.92M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.81M |
SPHD Hedge Fund Activity: Q3 2015 in Review
59 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q3 2015, worth a combined $223M — down 22% from $284M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SPHD positions and 7 closed out — a net gain of 4 holders — while 16 added to existing stakes and 21 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $8.57M. The largest seller was RiverFront Investment Group, cutting an estimated $58.5M.
- 59 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q3 2015, up from 56 in Q2 2015.
- Funds reported $223M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q3 2015, down 22% quarter-over-quarter.
- 11 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q3 2015 and 7 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q3 2015 was Goldman Sachs, an estimated $8.57M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q3 2015 was RiverFront Investment Group, an estimated $58.5M sold.
Based on aggregated 13F filings for Q3 2015.