Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
70 hedge funds and large institutions have $315M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
190% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 10
41% more capital invested
Capital invested by funds: $223M → $315M (+$91.7M)
19% more funds holding
Funds holding: 59 → 70 (+11)
5.19% more ownership
Funds ownership: 48.1% → 53.29% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$19.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$16.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$10M |
| 4 |
Morgan Stanley
New York
|
+$6.25M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.76M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.4M |
| 3 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$1.76M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$433K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$431K |
SPHD Hedge Fund Activity: Q4 2015 in Review
70 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q4 2015, worth a combined $315M — up 41% from $223M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SPHD positions and 5 closed out — a net gain of 12 holders — while 29 added to existing stakes and 10 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $19.2M. The largest seller was Jane Street, exiting entirely with an estimated $3.76M sold.
- 70 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q4 2015, up from 59 in Q3 2015.
- Funds reported $315M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q4 2015, up 41% quarter-over-quarter.
- 17 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q4 2015 and 5 closed out, a net change of +12 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q4 2015 was HighTower Advisors, an estimated $19.2M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q4 2015 was Jane Street, an estimated $3.76M sold.
Based on aggregated 13F filings for Q4 2015.