Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
308 hedge funds and large institutions have $1.21B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 88 reducing their positions, and 43 closing their positions.
384% more call options, than puts
Call options by funds: $8.12M | Put options by funds: $1.68M
38% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 88
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
1.99% less ownership
Funds ownership: 38.16% → 36.17% (-2%)
4% less funds holding
Funds holding: 322 → 308 (-14)
19% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 43
39% less capital inflows, than outflows
Capital inflows: $147M | Capital outflows: $240M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.9M |
| 3 |
Meritage Portfolio Management
Overland Park,
Kansas
|
+$9.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.99M |
| 5 |
Morgan Stanley
New York
|
+$6.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
One Capital Management
Westlake Village,
California
|
-$29.5M |
| 2 |
Prudential plc
London, England,
United Kingdom
|
-$26.1M |
| 3 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$25.9M |
| 4 |
Brookstone Capital Management
Wheaton,
Illinois
|
-$19.2M |
| 5 |
Affinity Wealth Management
Wilmington,
Delaware
|
-$17.3M |
SPHD Hedge Fund Activity: Q3 2022 in Review
308 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q3 2022, worth a combined $1.21B — down 17% from $1.47B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of SPHD and 35 opened new positions — a net loss of 8 holders — while 88 trimmed existing stakes and 121 added.
The largest buyer was Ameriprise, adding an estimated $15.5M. The largest seller was One Capital Management, cutting an estimated $29.5M.
- 308 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q3 2022, down from 322 in Q2 2022.
- Funds reported $1.21B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q3 2022, down 17% quarter-over-quarter.
- 35 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q3 2022 and 43 closed out, a net change of -8 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q3 2022 was Ameriprise, an estimated $15.5M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q3 2022 was One Capital Management, an estimated $29.5M sold.
Based on aggregated 13F filings for Q3 2022.