Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
198 hedge funds and large institutions have $950M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 14 closing their positions.
1,889% more call options, than puts
Call options by funds: $8.39M | Put options by funds: $422K
121% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 14
17% more capital invested
Capital invested by funds: $813M → $950M (+$137M)
9% more funds holding
Funds holding: 182 → 198 (+16)
4.95% more ownership
Funds ownership: 31.01% → 35.97% (+5%)
4% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 67
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$106M |
| 2 |
Morgan Stanley
New York
|
+$14.3M |
| 3 |
JP Morgan Chase
New York
|
+$9.08M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.73M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMG
Smart Money Group
Eastland,
Texas
|
-$4.84M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.15M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.99M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.35M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$2.12M |
SPHD Hedge Fund Activity: Q3 2018 in Review
198 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q3 2018, worth a combined $950M — up 17% from $813M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SPHD positions and 14 closed out — a net gain of 17 holders — while 64 added to existing stakes and 67 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $106M. The largest seller was Smart Money Group, exiting entirely with an estimated $4.84M sold.
- 198 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q3 2018, up from 182 in Q2 2018.
- Funds reported $950M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q3 2018, up 17% quarter-over-quarter.
- 31 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q3 2018 and 14 closed out, a net change of +17 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $106M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q3 2018 was Smart Money Group, an estimated $4.84M sold.
Based on aggregated 13F filings for Q3 2018.