Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
318 hedge funds and large institutions have $988M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 90 increasing their positions, 121 reducing their positions, and 38 closing their positions.
292% more call options, than puts
Call options by funds: $3.75M | Put options by funds: $958K
29% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 38
2% more funds holding
Funds holding: 312 → 318 (+6)
5% more capital invested
Capital invested by funds: $944M → $988M (+$43.6M)
0.58% more ownership
Funds ownership: 32.38% → 32.96% (+0.58%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
26% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$14.8M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$10.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.69M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$9.49M |
| 5 |
JP Morgan Chase
New York
|
+$5.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16.7M |
| 2 |
Morgan Stanley
New York
|
-$12.9M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$9.16M |
| 4 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
-$8.13M |
| 5 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$6.81M |
SPHD Hedge Fund Activity: Q4 2023 in Review
318 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q4 2023, worth a combined $988M — up 4.6% from $944M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SPHD positions and 38 closed out — a net gain of 11 holders — while 90 added to existing stakes and 121 trimmed.
The largest buyer was Win Advisors, opening a new position worth an estimated $14.8M. The largest seller was Bank of America, cutting an estimated $16.7M.
- 318 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q4 2023, up from 312 in Q3 2023.
- Funds reported $988M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q4 2023, up 4.6% quarter-over-quarter.
- 49 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q4 2023 and 38 closed out, a net change of +11 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q4 2023 was Win Advisors, an estimated $14.8M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q4 2023 was Bank of America, an estimated $16.7M sold.
Based on aggregated 13F filings for Q4 2023.