SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

312 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 118 reducing their positions, and 38 closing their positions.

Holders
312
Holders Change
+5
Holders Change %
+1.63%
% of All Funds
4.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
48
Increased
89
Reduced
118
Closed
38
Calls
$3.75M
Puts
$958K
Net Calls
+$2.8M
Net Calls Change
+$3.23M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$262M
2
WA
2
Win Advisors
Florida
$15.8M
3
AF
3
Allworth Financial
California
$11.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$57.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$13.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$59.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.76M
3
SVCP
3
Silicon Valley Capital Partners
California
$0
4
KFGK
4
Keystone Financial Group (Kentucky)
Kentucky
$0
5
IAIM
5
International Assets Investment Management
Florida
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$262M 6,180,432 +2,765,075 +81%
LPL Financial
2
LPL Financial
California
$78.5M 1,850,699 -52,705 -3%
Bank of America
3
Bank of America
North Carolina
$59.4M 1,401,017 -418,261 -23%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$57.1M 1,345,200 +243,323 +22%
Financial Engines Advisors
5
Financial Engines Advisors
California
$46.9M 1,106,843 -1,209 -0.1%
Wells Fargo
6
Wells Fargo
California
$28.9M 681,055 -71,203 -9%
UBS Group
7
UBS Group
Switzerland
$28M 660,843 +118,148 +22%
Franklin Resources
8
Franklin Resources
California
$26.9M 633,873 +47,773 +8%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$23.3M 550,552 +145,905 +36%
Ameriprise
10
Ameriprise
Minnesota
$22.5M 530,921 +38,795 +8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$21.2M 500,284 -12,250 -2%
Invesco
12
Invesco
Georgia
$19.6M 462,899 -7,702 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$19.3M 454,990 +70,802 +18%
RJA
14
Raymond James & Associates
Florida
$16.3M 385,339 -54,366 -12%
WA
15
Win Advisors
Florida
$15.8M 371,793 +371,793 New
AWS
16
Atria Wealth Solutions
New York
$15.2M 357,981 +7,876 +2%
AWE
17
Avidian Wealth Enterprises
Texas
$15.1M 355,972 -89,086 -20%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$14.4M 339,012 -61,377 -15%
Stifel Financial
19
Stifel Financial
Missouri
$13.5M 317,485 +238,334 +301%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$13.4M 316,661 -5,813 -2%
EH
21
Equitable Holdings
New York
$12.8M 301,729 +32,052 +12%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$11.4M 267,204 +24,863 +10%
AF
23
Allworth Financial
California
$11.3M 265,426 +252,857 +2,012%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$9.65M 227,539 -4,274 -2%
SA
25
Shilanski & Associates
Alaska
$9.01M 212,510 +903 +0.4%
1
2 3 4 5