Invesco S&P 500 Quality ETF
SPHQ
188 hedge funds and large institutions have $731M invested in Invesco S&P 500 Quality ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 31 closing their positions.
3% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 31
1% less funds holding
Funds holding: 190 → 188 (-2)
3.49% less ownership
Funds ownership: 55.16% → 51.68% (-3.5%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
24% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 72
28% less capital invested
Capital invested by funds: $1.01B → $731M (-$280M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$38.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$21.4M |
| 3 |
RBCM
Raub Brock Capital Management
Larkspur,
California
|
+$14.6M |
| 4 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$13.9M |
| 5 |
EH
Equitable Holdings
New York
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$52.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$46.4M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$43.8M |
| 4 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$32.1M |
| 5 |
QI
QS Investors
New York
|
-$25.1M |
SPHQ Hedge Fund Activity: Q1 2020 in Review
188 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q1 2020, worth a combined $731M — down 28% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SPHQ positions and 31 closed out — a net gain of 1 holder — while 55 added to existing stakes and 72 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $38.2M. The largest seller was Stuart Chaussee & Associates, exiting entirely with an estimated $52.5M sold.
- 188 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q1 2020, down from 190 in Q4 2019.
- Funds reported $731M of Invesco S&P 500 Quality ETF stock for Q1 2020, down 28% quarter-over-quarter.
- 32 funds opened new Invesco S&P 500 Quality ETF positions in Q1 2020 and 31 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Quality ETF buyer in Q1 2020 was Fidelity Investments, an estimated $38.2M added.
- The largest Invesco S&P 500 Quality ETF seller in Q1 2020 was Stuart Chaussee & Associates, an estimated $52.5M sold.
Based on aggregated 13F filings for Q1 2020.