Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
183 hedge funds and large institutions have $1B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 48 reducing their positions, and 13 closing their positions.
146% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 13
67% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 48
12% more funds holding
Funds holding: 164 → 183 (+19)
1.31% less ownership
Funds ownership: 34.17% → 32.86% (-1.3%)
5% less capital invested
Capital invested by funds: $1.06B → $1B (-$52.9M)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.23M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$13.2M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$11.1M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$10.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.2M |
| 5 |
SI
SII Investments
Appleton,
Wisconsin
|
+$8.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$50.4M |
| 2 |
NCM
Northside Capital Management
Hood River,
Oregon
|
-$21.9M |
| 3 |
QI
QS Investors
New York
|
-$17.6M |
| 4 |
Morgan Stanley
New York
|
-$14.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$8.39M |
SPHD Hedge Fund Activity: Q2 2017 in Review
183 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2017, worth a combined $1B — down 5% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SPHD positions and 13 closed out — a net gain of 19 holders — while 80 added to existing stakes and 48 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $13.2M. The largest seller was Bank of America, cutting an estimated $50.4M.
- 183 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2017, up from 164 in Q1 2017.
- Funds reported $1B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2017, down 5% quarter-over-quarter.
- 32 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2017 and 13 closed out, a net change of +19 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q2 2017 was MML Investors Services, an estimated $13.2M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q2 2017 was Bank of America, an estimated $50.4M sold.
Based on aggregated 13F filings for Q2 2017.