SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF

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 15 closing their positions.

Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
4.53%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
31
Increased
64
Reduced
67
Closed
15
Calls
$8.39M
Puts
$422K
Net Calls
+$7.97M
Net Calls Change
+$6.91M
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$121M 2,921,138 +2,536,811 +660%
EFS
2
Edelman Financial Services
Virginia
$111M 2,670,163 -43,357 -2%
Bank of America
3
Bank of America
North Carolina
$94.2M 2,275,806 +26,003 +1%
Morgan Stanley
4
Morgan Stanley
New York
$77.6M 1,874,687 +343,689 +22%
LPL Financial
5
LPL Financial
California
$57.6M 1,391,477 +58,718 +4%
BA
6
BCM Advisors
Louisiana
$49.7M 1,199,722 +13,942 +1%
Wells Fargo
7
Wells Fargo
California
$42.7M 1,030,228 -99,529 -9%
Ameriprise
8
Ameriprise
Minnesota
$37.7M 909,987 +103,524 +13%
UBS Group
9
UBS Group
Switzerland
$28.3M 682,438 +161,686 +31%
RJA
10
Raymond James & Associates
Florida
$21.3M 514,810 -27,993 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$18.4M 444,182 -56,474 -11%
AIP
12
Ahrens Investment Partners
Louisiana
$14.3M 344,172 -2,588 -0.7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$13.8M 332,398 -38,688 -10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$13.3M 320,148 -47,508 -13%
BTS
15
BB&T Securities
Virginia
$11.3M 273,987 -8,917 -3%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$11.1M 267,194 +218,012 +443%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$10.5M 253,303 -34,419 -12%
QI
18
QS Investors
New York
$9.26M 223,828 -25,742 -10%
NEPWA
19
New England Private Wealth Advisors
Massachusetts
$9.21M 222,467 +891 +0.4%
CCM
20
CWH Capital Management
Washington
$9.05M 218,620 -11,220 -5%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$8.91M 215,189 -18,810 -8%
MFS
22
Madrona Financial Services
Washington
$8.13M 196,216 +4,328 +2%
MML Investors Services
23
MML Investors Services
Massachusetts
$7.97M 192,429 -95,875 -33%
DADC
24
D.A. Davidson & Co
Montana
$6.45M 155,848 +12,365 +9%
Stifel Financial
25
Stifel Financial
Missouri
$6.42M 154,977 -3,386 -2%