Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
239 hedge funds and large institutions have $693M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 60 increasing their positions, 96 reducing their positions, and 29 closing their positions.
249% more call options, than puts
Call options by funds: $6.17M | Put options by funds: $1.77M
41% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 29
7% more capital invested
Capital invested by funds: $649M → $693M (+$43.7M)
3% more funds holding
Funds holding: 233 → 239 (+6)
0.66% less ownership
Funds ownership: 27.94% → 27.28% (-0.66%)
38% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$6.69M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$2.28M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.18M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$18M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$8.26M |
| 3 |
CCM
CWH Capital Management
Spokane,
Washington
|
-$7.18M |
| 4 |
JC
JBF Capital
Aspen,
Colorado
|
-$4.71M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.58M |
SPHD Hedge Fund Activity: Q4 2020 in Review
239 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q4 2020, worth a combined $693M — up 6.7% from $649M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SPHD positions and 29 closed out — a net gain of 12 holders — while 60 added to existing stakes and 96 trimmed.
The largest buyer was Dynamic Advisor Solutions, opening a new position worth an estimated $6.69M. The largest seller was Goldman Sachs, cutting an estimated $18M.
- 239 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q4 2020, up from 233 in Q3 2020.
- Funds reported $693M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q4 2020, up 6.7% quarter-over-quarter.
- 41 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q4 2020 and 29 closed out, a net change of +12 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q4 2020 was Dynamic Advisor Solutions, an estimated $6.69M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q4 2020 was Goldman Sachs, an estimated $18M sold.
Based on aggregated 13F filings for Q4 2020.