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Invesco S&P 500 Quality ETF

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
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1
SFMG Wealth Advisors
Texas
$60.3M +$60.7M +2,008,034 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$54.3M +$54.6M +1,808,098 New
Bank of America
3
Bank of America
North Carolina
$45M +$45.3M +1,500,418 New
PAS
4
Park Avenue Securities
New York
$43.5M +$43.6M +1,444,688 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$42.8M +$43.1M +1,426,460 New
CWM
6
Cornerstone Wealth Management
Missouri
$31.8M +$28.9M +955,896 New
EK
7
Evensky & Katz
Florida
$25.2M +$25.4M +839,673 New
BJ
8
Brouwer & Janachowski
California
$24.4M +$24.6M +814,148 New
MIH
9
Madison Investment Holdings
Wisconsin
$20.8M +$20.9M +693,098 New
LPT
10
Legacy Private Trust
Wisconsin
$20.4M +$20.6M +681,384 New
Morgan Stanley
11
Morgan Stanley
New York
$20M +$20.2M +667,466 New
Wells Fargo
12
Wells Fargo
California
$19.6M +$19.7M +652,063 New
Lido Advisors
13
Lido Advisors
California
$16.7M +$16.8M +557,604 New
UBS Group
14
UBS Group
Switzerland
$16.2M +$16.3M +538,972 New
RJA
15
Raymond James & Associates
Florida
$15.1M +$15.2M +502,879 New
LPL Financial
16
LPL Financial
California
$14.6M +$14.7M +487,751 New
LYV
17
Live Your Vision
Pennsylvania
$12.9M +$12.7M +418,927 New
Ameriprise
18
Ameriprise
Minnesota
$11.4M +$11.5M +379,712 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$10.8M +$10.9M +361,372 New
PCM
20
Peak Capital Management
Colorado
$10.3M +$10.4M +343,438 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9.91M +$9.97M +330,148 New
FAAS
22
First Allied Advisory Services
California
$9.36M +$9.42M +311,679 New
MML Investors Services
23
MML Investors Services
Massachusetts
$7.66M +$7.71M +255,071 New
CAG
24
Crestwood Advisors Group
Massachusetts
$6.69M +$6.47M +214,287 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.6M +$6.65M +220,002 New

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.