Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
206 hedge funds and large institutions have $1.01B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 57 reducing their positions, and 17 closing their positions.
165% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 17
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
37% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 57
16% more funds holding
Funds holding: 178 → 206 (+28)
6% more capital invested
Capital invested by funds: $955M → $1.01B (+$52.8M)
0.91% more ownership
Funds ownership: 32.31% → 33.22% (+0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
CWH Capital Management
Spokane,
Washington
|
+$11.5M |
| 2 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$5.71M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.64M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.28M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$15.5M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$15.4M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$9.39M |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$6.68M |
| 5 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
-$6.23M |
SPHD Hedge Fund Activity: Q4 2017 in Review
206 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q4 2017, worth a combined $1.01B — up 5.5% from $955M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SPHD positions and 17 closed out — a net gain of 28 holders — while 78 added to existing stakes and 57 trimmed.
The largest buyer was CWH Capital Management, opening a new position worth an estimated $11.5M. The largest seller was National Planning Corporation, exiting entirely with an estimated $15.5M sold.
- 206 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q4 2017, up from 178 in Q3 2017.
- Funds reported $1.01B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q4 2017, up 5.5% quarter-over-quarter.
- 45 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q4 2017 and 17 closed out, a net change of +28 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q4 2017 was CWH Capital Management, an estimated $11.5M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q4 2017 was National Planning Corporation, an estimated $15.5M sold.
Based on aggregated 13F filings for Q4 2017.