Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
245 hedge funds and large institutions have $1.22B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 82 reducing their positions, and 24 closing their positions.
221% more call options, than puts
Call options by funds: $2.62M | Put options by funds: $814K
50% more capital inflows, than outflows
Capital inflows: $115M | Capital outflows: $76.8M
29% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 24
17% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 82
2% more funds holding
Funds holding: 240 → 245 (+5)
0.36% less ownership
Funds ownership: 35.25% → 34.89% (-0.36%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Freestone Capital Holdings
Seattle,
Washington
|
+$18.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14.5M |
| 3 |
Avidian Wealth Enterprises
Houston,
Texas
|
+$8.44M |
| 4 |
Raymond James & Associates
St Petersburg,
Florida
|
+$7.93M |
| 5 |
BB&T Securities
Richmond,
Virginia
|
+$7.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$12.4M |
| 2 |
Meritage Portfolio Management
Overland Park,
Kansas
|
-$6.02M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.58M |
| 4 |
LPL Financial
San Diego,
California
|
-$4.82M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.23M |
SPHD Hedge Fund Activity: Q3 2019 in Review
245 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q3 2019, worth a combined $1.22B — up 4.6% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SPHD positions and 24 closed out — a net gain of 7 holders — while 96 added to existing stakes and 82 trimmed.
The largest buyer was Freestone Capital Holdings, opening a new position worth an estimated $18.5M. The largest seller was Mariner Independent Advisor Network, cutting an estimated $12.4M.
- 245 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q3 2019, up from 240 in Q2 2019.
- Funds reported $1.22B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q3 2019, up 4.6% quarter-over-quarter.
- 31 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q3 2019 and 24 closed out, a net change of +7 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q3 2019 was Freestone Capital Holdings, an estimated $18.5M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q3 2019 was Mariner Independent Advisor Network, an estimated $12.4M sold.
Based on aggregated 13F filings for Q3 2019.