Invesco S&P 500 Quality ETF
SPHQ
315 hedge funds and large institutions have $2.05B invested in Invesco S&P 500 Quality ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 14 closing their positions.
436% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 14
64% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 69
25% more capital invested
Capital invested by funds: $1.64B → $2.05B (+$413M)
22% more funds holding
Funds holding: 258 → 315 (+57)
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
4.05% more ownership
Funds ownership: 53.38% → 57.43% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$80.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$20.7M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$9.74M |
| 4 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$9.26M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$9.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$22.8M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$18.7M |
| 3 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$3.98M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$3.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.84M |
SPHQ Hedge Fund Activity: Q4 2021 in Review
315 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q4 2021, worth a combined $2.05B — up 25% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new SPHQ positions and 14 closed out — a net gain of 61 holders — while 113 added to existing stakes and 69 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $80.8M. The largest seller was Wells Fargo, cutting an estimated $22.8M.
- 315 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q4 2021, up from 258 in Q3 2021.
- Funds reported $2.05B of Invesco S&P 500 Quality ETF stock for Q4 2021, up 25% quarter-over-quarter.
- 75 funds opened new Invesco S&P 500 Quality ETF positions in Q4 2021 and 14 closed out, a net change of +61 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q4 2021 was Wealth Enhancement Advisory Services, an estimated $80.8M added.
- The largest Invesco S&P 500 Quality ETF seller in Q4 2021 was Wells Fargo, an estimated $22.8M sold.
Based on aggregated 13F filings for Q4 2021.