Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
224 hedge funds and large institutions have $838M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 18 closing their positions.
3,249% more call options, than puts
Call options by funds: $11.9M | Put options by funds: $354K
156% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 18
13% more funds holding
Funds holding: 198 → 224 (+26)
12% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 69
2.58% less ownership
Funds ownership: 35.97% → 33.39% (-2.6%)
12% less capital invested
Capital invested by funds: $950M → $838M (-$112M)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$107M |
| 2 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$10.9M |
| 3 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
+$10.9M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$6.74M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$102M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$3.51M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.76M |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$2.61M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.34M |
SPHD Hedge Fund Activity: Q4 2018 in Review
224 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q4 2018, worth a combined $838M — down 12% from $950M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SPHD positions and 18 closed out — a net gain of 28 holders — while 77 added to existing stakes and 69 trimmed.
The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $107M. The largest seller was Envestnet Asset Management, cutting an estimated $102M.
- 224 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q4 2018, up from 198 in Q3 2018.
- Funds reported $838M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q4 2018, down 12% quarter-over-quarter.
- 46 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q4 2018 and 18 closed out, a net change of +28 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $107M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $102M sold.
Based on aggregated 13F filings for Q4 2018.