Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
293 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 118 increasing their positions, 60 reducing their positions, and 42 closing their positions.
340% more call options, than puts
Call options by funds: $6.35M | Put options by funds: $1.44M
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
97% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 60
21% more capital invested
Capital invested by funds: $853M → $1.03B (+$176M)
2.94% more ownership
Funds ownership: 27.56% → 30.5% (+2.9%)
7% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 42
0% more funds holding
Funds holding: 293 → 293 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$21.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$18.4M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$14.6M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$13.6M |
| 5 |
Morgan Stanley
New York
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$40.1M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$5.52M |
| 3 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$5M |
| 4 |
JP Morgan Chase
New York
|
-$3.89M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$2.85M |
SPHD Hedge Fund Activity: Q1 2022 in Review
293 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q1 2022, worth a combined $1.03B — up 21% from $853M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SPHD positions and 42 closed out — a net gain of 3 holders — while 118 added to existing stakes and 60 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $21.5M. The largest seller was Financial Engines Advisors, cutting an estimated $40.1M.
- 293 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $1.03B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q1 2022, up 21% quarter-over-quarter.
- 45 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q1 2022 and 42 closed out, a net change of +3 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $21.5M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q1 2022 was Financial Engines Advisors, an estimated $40.1M sold.
Based on aggregated 13F filings for Q1 2022.