Invesco S&P 500 Quality ETF
SPHQ
213 hedge funds and large institutions have $1.13B invested in Invesco S&P 500 Quality ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 18 closing their positions.
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
23% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 64
12% more capital invested
Capital invested by funds: $1.01B → $1.13B (+$119M)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
3% more funds holding
Funds holding: 207 → 213 (+6)
0.62% less ownership
Funds ownership: 51.6% → 50.99% (-0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$32.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$13.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$12.9M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$7.57M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$6.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$17.3M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$13.7M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$11.4M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$7.86M |
| 5 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$6.6M |
SPHQ Hedge Fund Activity: Q3 2020 in Review
213 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q3 2020, worth a combined $1.13B — up 12% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SPHQ positions and 18 closed out — a net gain of 8 holders — while 79 added to existing stakes and 64 trimmed.
The largest buyer was Ameriprise, adding an estimated $32.7M. The largest seller was BlackRock, cutting an estimated $17.3M.
- 213 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q3 2020, up from 207 in Q2 2020.
- Funds reported $1.13B of Invesco S&P 500 Quality ETF stock for Q3 2020, up 12% quarter-over-quarter.
- 26 funds opened new Invesco S&P 500 Quality ETF positions in Q3 2020 and 18 closed out, a net change of +8 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q3 2020 was Ameriprise, an estimated $32.7M added.
- The largest Invesco S&P 500 Quality ETF seller in Q3 2020 was BlackRock, an estimated $17.3M sold.
Based on aggregated 13F filings for Q3 2020.