Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
322 hedge funds and large institutions have $1.47B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 141 increasing their positions, 63 reducing their positions, and 29 closing their positions.
297% more call options, than puts
Call options by funds: $7.11M | Put options by funds: $1.79M
124% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 63
103% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 29
42% more capital invested
Capital invested by funds: $1.03B → $1.47B (+$437M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
10% more funds holding
Funds holding: 293 → 322 (+29)
7.66% more ownership
Funds ownership: 30.5% → 38.16% (+7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$94.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$38.9M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$34.4M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$33.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$32.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.5M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$3.02M |
| 3 |
N
Natixis
Paris,
France
|
-$2.26M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.16M |
| 5 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$1.41M |
SPHD Hedge Fund Activity: Q2 2022 in Review
322 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2022, worth a combined $1.47B — up 42% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new SPHD positions and 29 closed out — a net gain of 30 holders — while 141 added to existing stakes and 63 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $94.7M. The largest seller was Ameriprise, cutting an estimated $5.5M.
- 322 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2022, up from 293 in Q1 2022.
- Funds reported $1.47B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2022, up 42% quarter-over-quarter.
- 59 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2022 and 29 closed out, a net change of +30 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q2 2022 was Morgan Stanley, an estimated $94.7M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q2 2022 was Ameriprise, an estimated $5.5M sold.
Based on aggregated 13F filings for Q2 2022.