Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
240 hedge funds and large institutions have $1.1B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 104 increasing their positions, 56 reducing their positions, and 23 closing their positions.
100% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 23
86% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 56
32% more capital invested
Capital invested by funds: $835M → $1.1B (+$266M)
7% more funds holding
Funds holding: 224 → 240 (+16)
2.33% more ownership
Funds ownership: 33.39% → 35.71% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$40.7M |
| 2 |
Morgan Stanley
New York
|
+$24M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$11.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$10.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.64M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$2.06M |
| 3 |
VF
Virtu Financial
New York
|
-$1.7M |
| 4 |
CCM
CWH Capital Management
Spokane,
Washington
|
-$1.52M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.51M |
SPHD Hedge Fund Activity: Q1 2019 in Review
240 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q1 2019, worth a combined $1.1B — up 32% from $835M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SPHD positions and 23 closed out — a net gain of 23 holders — while 104 added to existing stakes and 56 trimmed.
The largest buyer was Bank of America, adding an estimated $40.7M. The largest seller was Raymond James & Associates, cutting an estimated $2.64M.
- 240 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q1 2019, up from 224 in Q4 2018.
- Funds reported $1.1B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q1 2019, up 32% quarter-over-quarter.
- 46 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q1 2019 and 23 closed out, a net change of +23 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q1 2019 was Bank of America, an estimated $40.7M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q1 2019 was Raymond James & Associates, an estimated $2.64M sold.
Based on aggregated 13F filings for Q1 2019.