Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
250 hedge funds and large institutions have $805M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 92 reducing their positions, and 58 closing their positions.
3.79% less ownership
Funds ownership: 36.79% → 33% (-3.8%)
10% less funds holding
Funds holding: 277 → 250 (-27)
12% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 92
17% less call options, than puts
Call options by funds: $1.17M | Put options by funds: $1.41M
38% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 58
42% less capital invested
Capital invested by funds: $1.39B → $805M (-$581M)
67% less funds holding in top 10
Funds holding in top 10: 12 → 4 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
+$26.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$14.1M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14M |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
+$13.6M |
| 5 |
PIN
Prudent Investors Network
Lake Forest,
California
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BCM Advisors
Lafayette,
Louisiana
|
-$39.1M |
| 2 |
Morgan Stanley
New York
|
-$29.2M |
| 3 |
JP Morgan Chase
New York
|
-$29.1M |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$25.7M |
| 5 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$15.1M |
SPHD Hedge Fund Activity: Q1 2020 in Review
250 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q1 2020, worth a combined $805M — down 42% from $1.39B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of SPHD and 36 opened new positions — a net loss of 22 holders — while 92 trimmed existing stakes and 81 added.
The largest buyer was QS Investors, adding an estimated $26.4M. The largest seller was BCM Advisors, exiting entirely with an estimated $39.1M sold.
- 250 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q1 2020, down from 277 in Q4 2019.
- Funds reported $805M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q1 2020, down 42% quarter-over-quarter.
- 36 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q1 2020 and 58 closed out, a net change of -22 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q1 2020 was QS Investors, an estimated $26.4M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q1 2020 was BCM Advisors, an estimated $39.1M sold.
Based on aggregated 13F filings for Q1 2020.