Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
178 hedge funds and large institutions have $955M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 69 increasing their positions, 70 reducing their positions, and 16 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0.41% less ownership
Funds ownership: 6.13% → 5.73% (-0.41%)
1% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 70
3% less funds holding
Funds holding: 183 → 178 (-5)
25% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 16
68% less capital inflows, than outflows
Capital inflows: $31.5M | Capital outflows: $97.8M
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $205K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$2.28M |
| 2 |
Two Sigma Securities
New York
|
+$2.22M |
| 3 |
Northside Capital Management
Hood River,
Oregon
|
+$2.13M |
| 4 |
Horizon Investments
Charlotte,
North Carolina
|
+$1.84M |
| 5 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Avidian Wealth Enterprises
Houston,
Texas
|
-$15.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$14.7M |
| 3 |
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$10.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.85M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.06M |
SPHD Hedge Fund Activity: Q3 2017 in Review
178 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q3 2017, worth a combined $955M — down 4.9% from $1B a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of SPHD and 12 opened new positions — a net loss of 4 holders — while 70 trimmed existing stakes and 69 added.
The largest buyer was Wealthcare Advisory Partners, opening a new position worth an estimated $2.28M. The largest seller was Avidian Wealth Enterprises, cutting an estimated $15.7M.
- 178 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q3 2017, down from 183 in Q2 2017.
- Funds reported $955M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q3 2017, down 4.9% quarter-over-quarter.
- 12 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q3 2017 and 16 closed out, a net change of -4 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q3 2017 was Wealthcare Advisory Partners, an estimated $2.28M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q3 2017 was Avidian Wealth Enterprises, an estimated $15.7M sold.
Based on aggregated 13F filings for Q3 2017.