We are live on ! Find out more
SPHQ icon

Invesco S&P 500 Quality ETF
SPHQ

116 hedge funds and large institutions have $635M invested in Invesco S&P 500 Quality ETF in 2018 Q2 according to their latest regulatory filings, with 116 funds opening new positions, increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

47.75% more ownership

Funds ownership: 0% → 47.75% (+48%)

Holders
116
Holders Change
+116
Holders Change %
–
% of All Funds
2.66%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
% of All Funds
0.25%
New
116
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWA
SFMG Wealth Advisors
Texas
+$60.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54.6M
3
Bank of America
Bank of America
North Carolina
+$45.3M
4
PAS
Park Avenue Securities
New York
+$43.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$43.1M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$284K +$286K +9,453 New
GWM
77
Geneos Wealth Management
Colorado
$278K +$280K +9,265 New
CIAS
78
Capital Investment Advisory Services
North Carolina
$274K +$276K +9,140 New
PTC
79
Private Trust Company
Ohio
$274K +$277K +9,161 New
ASN
80
Advisory Services Network
Georgia
$253K +$243K +8,037 New
PAS
81
Partnervest Advisory Services
California
$229K +$230K +7,616 New
EWF
82
Epstein & White Financial
California
$220K +$221K +7,318 New
Stifel Financial
83
Stifel Financial
Missouri
$210K +$211K +6,985 New
CAL
84
Capital Advisors Ltd
Ohio
$208K +$209K +6,919 New
TSS
85
Two Sigma Securities
New York
$202K +$203K +6,733 New
WAM
86
Wealthspire Advisors (Maryland)
Maryland
$189K +$191K +6,309 New
SEI Investments
87
SEI Investments
Pennsylvania
$169K +$170K +5,642 New
Citigroup
88
Citigroup
New York
$146K +$147K +4,850 New
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$92.4K +$93.1K +3,080 New
VFA
90
Valeo Financial Advisors
Indiana
$82K +$79.8K +2,640 New
LF
91
Lee Financial
Texas
$64K +$64.2K +2,126 New
CAC
92
Certified Advisory Corp
Florida
$62K +$62.8K +2,080 New
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61K +$61.8K +2,045 New
AC
94
Avestar Capital
New York
$60K +$60.4K +2,000 New
HFM
95
Hartford Financial Management
Connecticut
$59K +$59.5K +1,971 New
GRP
96
Global Retirement Partners
California
$43K +$43.1K +1,428 New
SF
97
Synovus Financial
Georgia
$43K +$43.5K +1,440 New
BA
98
Ballew Advisors
Mississippi
$41K +$40.8K +1,352 New
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$33K +$32.7K +1,083 New
WC
100
Whitney & Co
New York
$31K +$31.1K +1,029 New
1 2 3
4
5

SPHQ Hedge Fund Activity: Q2 2018 in Review

116 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q2 2018, worth a combined $635M.

Buyers outnumbered sellers: 116 funds opened new SPHQ positions and 0 closed out — a net gain of 116 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $60.7M.

  • 116 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q2 2018, up from 0 in Q1 2018.
  • Funds reported $635M of Invesco S&P 500 Quality ETF stock for Q2 2018.
  • 116 funds opened new Invesco S&P 500 Quality ETF positions in Q2 2018 and 0 closed out, a net change of +116 holders.
  • The largest Invesco S&P 500 Quality ETF buyer in Q2 2018 was SFMG Wealth Advisors, an estimated $60.7M added.

Based on aggregated 13F filings for Q2 2018.