Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
348 hedge funds and large institutions have $1.47B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 84 reducing their positions, and 25 closing their positions.
507% more call options, than puts
Call options by funds: $6.92M | Put options by funds: $1.14M
176% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 25
58% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 84
21% more capital invested
Capital invested by funds: $1.21B → $1.47B (+$252M)
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
13% more funds holding
Funds holding: 308 → 348 (+40)
2.34% more ownership
Funds ownership: 36.17% → 38.52% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
+$15.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$14M |
| 3 |
LPL Financial
San Diego,
California
|
+$13M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$12.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$15.7M |
| 2 |
BFIC
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
-$11.1M |
| 3 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
-$4.21M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.95M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$3.58M |
SPHD Hedge Fund Activity: Q4 2022 in Review
348 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q4 2022, worth a combined $1.47B — up 21% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new SPHD positions and 25 closed out — a net gain of 44 holders — while 133 added to existing stakes and 84 trimmed.
The largest buyer was Silicon Valley Capital Partners, opening a new position worth an estimated $15.5M. The largest seller was Royal Bank of Canada, cutting an estimated $15.7M.
- 348 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q4 2022, up from 308 in Q3 2022.
- Funds reported $1.47B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q4 2022, up 21% quarter-over-quarter.
- 69 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q4 2022 and 25 closed out, a net change of +44 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q4 2022 was Silicon Valley Capital Partners, an estimated $15.5M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $15.7M sold.
Based on aggregated 13F filings for Q4 2022.