Invesco S&P 500 Quality ETF
SPHQ
190 hedge funds and large institutions have $1.01B invested in Invesco S&P 500 Quality ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 13 closing their positions.
269% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 13
36% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 45
32% more capital invested
Capital invested by funds: $764M → $1.01B (+$247M)
20% more funds holding
Funds holding: 158 → 190 (+32)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
5.11% more ownership
Funds ownership: 50.06% → 55.16% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
+$53.2M |
| 2 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$50M |
| 3 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$34.5M |
| 4 |
BlackRock
New York
|
+$15.9M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$21.5M |
| 2 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$10.9M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$7.57M |
| 4 |
Jane Street
New York
|
-$4.6M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$4.09M |
SPHQ Hedge Fund Activity: Q4 2019 in Review
190 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q4 2019, worth a combined $1.01B — up 32% from $764M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SPHQ positions and 13 closed out — a net gain of 35 holders — while 61 added to existing stakes and 45 trimmed.
The largest buyer was QS Investors, adding an estimated $53.2M. The largest seller was PNC Financial Services Group, cutting an estimated $21.5M.
- 190 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q4 2019, up from 158 in Q3 2019.
- Funds reported $1.01B of Invesco S&P 500 Quality ETF stock for Q4 2019, up 32% quarter-over-quarter.
- 48 funds opened new Invesco S&P 500 Quality ETF positions in Q4 2019 and 13 closed out, a net change of +35 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q4 2019 was QS Investors, an estimated $53.2M added.
- The largest Invesco S&P 500 Quality ETF seller in Q4 2019 was PNC Financial Services Group, an estimated $21.5M sold.
Based on aggregated 13F filings for Q4 2019.