Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
242 hedge funds and large institutions have $722M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 105 reducing their positions, and 36 closing their positions.
50% more call options, than puts
Call options by funds: $1.67M | Put options by funds: $1.11M
3% less funds holding
Funds holding: 250 → 242 (-8)
3.79% less ownership
Funds ownership: 33% → 29.21% (-3.8%)
19% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 36
40% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 105
71% less capital inflows, than outflows
Capital inflows: $62M | Capital outflows: $217M
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QS Investors
New York
|
+$10.5M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$5.97M |
| 3 |
PFS Investments
Duluth,
Georgia
|
+$4.79M |
| 4 |
Simplicity Solutions
Minneapolis,
Minnesota
|
+$4.5M |
| 5 |
AE Wealth Management
Topeka,
Kansas
|
+$4.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Freestone Capital Holdings
Seattle,
Washington
|
-$35.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$31.4M |
| 3 |
Raymond James & Associates
St Petersburg,
Florida
|
-$22.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$19.1M |
| 5 |
Morgan Stanley
New York
|
-$13.2M |
SPHD Hedge Fund Activity: Q2 2020 in Review
242 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2020, worth a combined $722M — down 10% from $805M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of SPHD and 29 opened new positions — a net loss of 7 holders — while 105 trimmed existing stakes and 63 added.
The largest buyer was QS Investors, adding an estimated $10.5M. The largest seller was Freestone Capital Holdings, cutting an estimated $35.6M.
- 242 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2020, down from 250 in Q1 2020.
- Funds reported $722M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2020, down 10% quarter-over-quarter.
- 29 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2020 and 36 closed out, a net change of -7 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q2 2020 was QS Investors, an estimated $10.5M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q2 2020 was Freestone Capital Holdings, an estimated $35.6M sold.
Based on aggregated 13F filings for Q2 2020.