Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
312 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, 114 reducing their positions, and 39 closing their positions.
635% more call options, than puts
Call options by funds: $4.47M | Put options by funds: $608K
3% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 39
0.48% less ownership
Funds ownership: 32.96% → 32.48% (-0.48%)
3% less capital invested
Capital invested by funds: $988M → $957M (-$30.7M)
2% less funds holding
Funds holding: 318 → 312 (-6)
20% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 114
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.4M |
| 2 |
ACM
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
+$4.36M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.06M |
| 4 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$3.92M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$16.5M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$15.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.9M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$8.91M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.81M |
SPHD Hedge Fund Activity: Q1 2024 in Review
312 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q1 2024, worth a combined $957M — down 3.1% from $988M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SPHD positions and 39 closed out — a net gain of 1 holder — while 91 added to existing stakes and 114 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $11.4M. The largest seller was Morgan Stanley, cutting an estimated $16.5M.
- 312 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q1 2024, down from 318 in Q4 2023.
- Funds reported $957M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q1 2024, down 3.1% quarter-over-quarter.
- 40 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q1 2024 and 39 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q1 2024 was Fidelity Investments, an estimated $11.4M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q1 2024 was Morgan Stanley, an estimated $16.5M sold.
Based on aggregated 13F filings for Q1 2024.