SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

268 hedge funds and large institutions have $819M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 75 reducing their positions, and 17 closing their positions.

Holders
268
Holders Change
+16
Holders Change %
+6.35%
% of All Funds
4.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
94
Reduced
75
Closed
17
Calls
$8.14M
Puts
$1.16M
Net Calls
+$6.98M
Net Calls Change
+$625K

Top Buyers

1
LMIM
1
Lockheed Martin Investment Management
Maryland
$9.9M
2
IA
2
IFG Advisory
Georgia
$10.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$36.1M
4
SA
4
Shilanski & Associates
Alaska
$9.44M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$26M

Top Sellers

1
QI
1
QS Investors
New York
$13M
2
PP
2
Prudential plc
United Kingdom
$0
3
CAN
3
Cetera Advisor Networks
California
$3.47M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$97.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$220K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$97.3M 2,207,911 -112,763 -5%
Morgan Stanley
2
Morgan Stanley
New York
$79.1M 1,793,580 -57,571 -3%
Bank of America
3
Bank of America
North Carolina
$42.2M 958,122 +40,139 +4%
LPL Financial
4
LPL Financial
California
$41M 930,750 -12,436 -1%
Invesco
5
Invesco
Georgia
$37.5M 851,546 -58,025 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$36.1M 818,007 +105,730 +15%
Wells Fargo
7
Wells Fargo
California
$35.6M 806,680 +35,659 +5%
UBS Group
8
UBS Group
Switzerland
$27.9M 633,219 -16,953 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$26M 589,150 +66,372 +13%
RJA
10
Raymond James & Associates
Florida
$24.4M 552,630 +32,547 +6%
Ameriprise
11
Ameriprise
Minnesota
$14.8M 336,679 +34,196 +11%
AWE
12
Avidian Wealth Enterprises
Texas
$14.7M 334,506 +31,480 +10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$13.7M 309,897 -60,225 -16%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$13.4M 304,308 +12,288 +4%
QI
15
QS Investors
New York
$13M 293,798 -718,241 -71%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$12.6M 284,329 +4,444 +2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$11.9M 269,882 +9,284 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$10.3M 234,314 +56,829 +32%
IA
19
IFG Advisory
Georgia
$10.1M 229,333 +223,623 +3,916%
LMIM
20
Lockheed Martin Investment Management
Maryland
$9.9M 224,650 +224,650 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$9.87M 223,987 +18,279 +9%
SA
22
Shilanski & Associates
Alaska
$9.44M 214,227 +70,470 +49%
SS
23
Simplicity Solutions
Minnesota
$8.74M 198,257 -4,705 -2%
CCP
24
Cardan Capital Partners
Colorado
$8.73M 198,011 +12,205 +7%
TA
25
TrueWealth Advisors
Alabama
$7.97M 180,808 +22,478 +14%
1
2 3 4 5