SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

309 hedge funds and large institutions have $957M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 112 reducing their positions, and 36 closing their positions.

Holders
309
Holders Change
-3
Holders Change %
-0.96%
% of All Funds
4.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
40
Increased
91
Reduced
112
Closed
36
Calls
$4.47M
Puts
$608K
Net Calls
+$3.86M
Net Calls Change
+$1.06M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.1M
2
ACM
2
Absolute Capital Management
Pennsylvania
$6.34M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.45M
4
AWE
4
Avidian Wealth Enterprises
Texas
$19.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.77M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
WA
2
Win Advisors
Florida
$425K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$120M 2,703,496 -3,476,936 -56%
LPL Financial
2
LPL Financial
California
$85.9M 1,933,602 +82,903 +4%
Bank of America
3
Bank of America
North Carolina
$55.9M 1,257,911 -143,106 -10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$48.3M 1,088,171 -257,029 -19%
Financial Engines Advisors
5
Financial Engines Advisors
California
$48.2M 1,086,590 -20,253 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$32.1M 721,859 +266,869 +59%
Franklin Resources
7
Franklin Resources
California
$25.9M 582,953 -50,920 -8%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$24.8M 558,699 +8,147 +1%
UBS Group
9
UBS Group
Switzerland
$23.7M 534,292 -126,551 -19%
Wells Fargo
10
Wells Fargo
California
$23.3M 525,675 -155,380 -23%
AWE
11
Avidian Wealth Enterprises
Texas
$19.9M 448,124 +92,152 +26%
Invesco
12
Invesco
Georgia
$18.8M 423,964 -38,935 -8%
Ameriprise
13
Ameriprise
Minnesota
$17.1M 384,858 -146,063 -28%
AWS
14
Atria Wealth Solutions
New York
$15.9M 358,774 +793 +0.2%
RJA
15
Raymond James & Associates
Florida
$15.6M 351,359 -33,980 -9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$15.1M 339,155 +143 +0%
EH
17
Equitable Holdings
New York
$13.8M 310,375 +8,646 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$13.7M 309,240 -7,421 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$13M 293,280 -207,004 -41%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$12.8M 287,913 +20,709 +8%
AF
21
Allworth Financial
California
$11.6M 261,794 -3,632 -1%
SA
22
Shilanski & Associates
Alaska
$9.54M 214,784 +2,274 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$9.12M 205,309 -5,309 -3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$8.74M 196,861 -30,678 -13%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$8.45M 190,241 +95,476 +101%
1
2 3 4 5