Invesco S&P 500 Quality ETF
SPHQ
122 hedge funds and large institutions have $624M invested in Invesco S&P 500 Quality ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
6% more funds holding
Funds holding: 115 → 122 (+7)
3% more capital invested
Capital invested by funds: $603M → $624M (+$20.4M)
0.07% less ownership
Funds ownership: 45.58% → 45.51% (-0.07%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
14% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$8.41M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.45M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.6M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.29M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$8.58M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.37M |
| 3 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$5.12M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$4.47M |
| 5 |
LPL Financial
San Diego,
California
|
-$3.98M |
SPHQ Hedge Fund Activity: Q3 2018 in Review
122 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q3 2018, worth a combined $624M — up 3.4% from $603M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SPHQ positions and 11 closed out — a net gain of 7 holders — while 36 added to existing stakes and 42 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, opening a new position worth an estimated $8.41M. The largest seller was Raymond James & Associates, cutting an estimated $8.58M.
- 122 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q3 2018, up from 115 in Q2 2018.
- Funds reported $624M of Invesco S&P 500 Quality ETF stock for Q3 2018, up 3.4% quarter-over-quarter.
- 18 funds opened new Invesco S&P 500 Quality ETF positions in Q3 2018 and 11 closed out, a net change of +7 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $8.41M added.
- The largest Invesco S&P 500 Quality ETF seller in Q3 2018 was Raymond James & Associates, an estimated $8.58M sold.
Based on aggregated 13F filings for Q3 2018.