Invesco S&P 500 Quality ETFSPHQ
SPHQ
0
Funds holding %
of 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
169% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 26
60% more repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 141
15% more funds holding in top 10
Funds holding in top 10: 39 [Q2] → 45 (+6) [Q3]
7% more capital invested
Capital invested by funds: $7.84B [Q2] → $8.42B (+$584M) [Q3]
7% more funds holding
Funds holding: 497 [Q2] → 533 (+36) [Q3]
5.04% less ownership
Funds ownership: 78.95% [Q2] → 73.91% (-5.04%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for SPHQ.
Financial journalist opinion
Based on 3 articles about SPHQ published over the past 30 days
Neutral
CNBC
23 hours ago
How one ETF provider is trying to help investors cut exposure to Magnificent 7 stocks
The Astoria Portfolio Advisors CEO warns the S&P 500 is weighted too heavily toward Big Tech.
Positive
Seeking Alpha
1 day ago
SPHQ: Strong On Quality, Slightly Weaker On Growth
Invesco S&P 500 Quality ETF has a higher expense ratio and turnover compared to broader market funds, reducing its attractiveness. SPHQ's methodology excludes early-stage growth stocks, potentially missing out on significant long-term gains from high-profile tech companies. The fund does not consistently offer better downside protection than the S&P 500, underperforming during the 2022 bear market.
Neutral
Schwab Network
2 weeks ago
ETF Trends: Small Caps, Bitcoin, Defense
Cinthia Murphy says ETFs have been focused on small caps and defensive plays recently, though she points out that inflows are a lagging effect. She says there's been less of a rotation across sectors than an expansion, and that there have already been $60B in ETF inflows since 2025 began.
Positive
Zacks Investment Research
1 month ago
Is Invesco S&P 500 Quality ETF (SPHQ) a Strong ETF Right Now?
The Invesco S&P 500 Quality ETF (SPHQ) was launched on 12/06/2005, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Blend category of the market.
Positive
Morningstar
1 month ago
3 ETFs Full of Wide-Moat Stocks
The skinny on these exchange-traded funds' wide-moat holdings.
Positive
ETF Trends
1 month ago
This ETF Holds Lots of Wide Moat Stocks
The investing landscape is littered with combinations, such as large-cap growth or small-cap value. Some are official, while others are not.
Positive
Zacks Investment Research
1 month ago
Quality Equity ETF (SPHQ) Hits New 52-Week High
For investors seeking momentum, Invesco S&P 500 Quality ETF SPHQ is probably on the radar. The fund just hit a 52-week high and is up 31.11% from its 52-week low price of $53.04/share.
Neutral
Zacks Investment Research
1 month ago
2025 Market Uncertainty? ETFs to Steady Your Portfolio
With escalating geopolitical tensions and unfavorable inflation trends in the U.S., increasing exposure to defensive sectors emerges as a smart investment strategy to navigate the potentially uncertain economic landscape of 2025.
Positive
ETF Trends
1 month ago
New Invesco Climate ETF Starts With $2.4 Billion Investment
Invesco has announced the launch of its latest ETF, the Invesco MSCI Global North America Climate ETF (KLMN). Crucially, Invesco reports that KLMN's launch has broken the global record for funding for a global ETF launch.
Neutral
Seeking Alpha
2 months ago
SPHQ: How Nvidia's Exit Impacts This High Quality S&P 500 Index Fund
SPHQ selects 100 large-cap U.S. companies exhibiting high returns on equity, low accruals ratios, and low financial leverage. The ETF has a reasonable 0.15% expense ratio and reconstitutes semi-annually. The last reconstitution occurred in June and resulted in the exit of Nvidia, SPHQ's prior top holding at 8.48%. The reason relates to the company's substantial accounts receivables. Nvidia's exit made way for more defensive stocks in the Consumer Staples sector. Now at 14.41% of the portfolio, SPHQ's five-year beta is at 1.00 compared to 1.05 previously.
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