Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
277 hedge funds and large institutions have $1.35B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 26 closing their positions.
1,517% more call options, than puts
Call options by funds: $7.47M | Put options by funds: $462K
138% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 26
64% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 69
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
13% more funds holding
Funds holding: 245 → 277 (+32)
12% more capital invested
Capital invested by funds: $1.2B → $1.35B (+$141M)
1.9% more ownership
Funds ownership: 34.89% → 36.79% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$20.9M |
| 2 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$16.7M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$16.5M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$14M |
| 5 |
SMG
Smart Money Group
Eastland,
Texas
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BCM Advisors
Lafayette,
Louisiana
|
-$7.69M |
| 2 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$4.99M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.64M |
| 4 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$3.62M |
| 5 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
-$3.57M |
SPHD Hedge Fund Activity: Q4 2019 in Review
277 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q4 2019, worth a combined $1.35B — up 12% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new SPHD positions and 26 closed out — a net gain of 36 holders — while 113 added to existing stakes and 69 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $20.9M. The largest seller was BCM Advisors, cutting an estimated $7.69M.
- 277 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q4 2019, up from 245 in Q3 2019.
- Funds reported $1.35B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q4 2019, up 12% quarter-over-quarter.
- 62 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q4 2019 and 26 closed out, a net change of +36 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q4 2019 was Truist Financial, an estimated $20.9M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q4 2019 was BCM Advisors, an estimated $7.69M sold.
Based on aggregated 13F filings for Q4 2019.