Invesco S&P 500 Quality ETF
SPHQ
143 hedge funds and large institutions have $717M invested in Invesco S&P 500 Quality ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 18 closing their positions.
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
4% more capital invested
Capital invested by funds: $688M → $717M (+$29.2M)
0.98% less ownership
Funds ownership: 48.91% → 47.92% (-0.98%)
6% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 51
5% less funds holding
Funds holding: 151 → 143 (-8)
22% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$17M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$10.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.84M |
| 4 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
+$3.63M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$13.8M |
| 2 |
Jane Street
New York
|
-$2.34M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.26M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.51M |
| 5 |
Goldman Sachs
New York
|
-$1.39M |
SPHQ Hedge Fund Activity: Q2 2019 in Review
143 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q2 2019, worth a combined $717M — up 4.2% from $688M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of SPHQ and 14 opened new positions — a net loss of 4 holders — while 51 trimmed existing stakes and 48 added.
The largest buyer was Ameriprise, adding an estimated $17M. The largest seller was BlackRock, cutting an estimated $13.8M.
- 143 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q2 2019, down from 151 in Q1 2019.
- Funds reported $717M of Invesco S&P 500 Quality ETF stock for Q2 2019, up 4.2% quarter-over-quarter.
- 14 funds opened new Invesco S&P 500 Quality ETF positions in Q2 2019 and 18 closed out, a net change of -4 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q2 2019 was Ameriprise, an estimated $17M added.
- The largest Invesco S&P 500 Quality ETF seller in Q2 2019 was BlackRock, an estimated $13.8M sold.
Based on aggregated 13F filings for Q2 2019.