Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
88 hedge funds and large institutions have $565M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 8 closing their positions.
225% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 8
150% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 14
79% more capital invested
Capital invested by funds: $315M → $565M (+$250M)
26% more funds holding
Funds holding: 70 → 88 (+18)
2.75% less ownership
Funds ownership: 53.29% → 50.54% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$54.2M |
| 2 |
Morgan Stanley
New York
|
+$44.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$31.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$29.1M |
| 5 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$73.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$17.2M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$10.7M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$2.59M |
| 5 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$1.2M |
SPHD Hedge Fund Activity: Q1 2016 in Review
88 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q1 2016, worth a combined $565M — up 79% from $315M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SPHD positions and 8 closed out — a net gain of 18 holders — while 35 added to existing stakes and 14 trimmed.
The largest buyer was Bank of America, adding an estimated $54.2M. The largest seller was RiverFront Investment Group, cutting an estimated $73.3M.
- 88 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q1 2016, up from 70 in Q4 2015.
- Funds reported $565M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q1 2016, up 79% quarter-over-quarter.
- 26 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q1 2016 and 8 closed out, a net change of +18 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q1 2016 was Bank of America, an estimated $54.2M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q1 2016 was RiverFront Investment Group, an estimated $73.3M sold.
Based on aggregated 13F filings for Q1 2016.