Invesco S&P 500 Quality ETF
SPHQ
406 hedge funds and large institutions have $4.08B invested in Invesco S&P 500 Quality ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 161 increasing their positions, 112 reducing their positions, and 28 closing their positions.
79% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 28
44% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 112
4% more funds holding
Funds holding: 389 → 406 (+17)
3% more capital invested
Capital invested by funds: $3.97B → $4.08B (+$111M)
4.62% less ownership
Funds ownership: 73.66% → 69.05% (-4.6%)
7% less funds holding in top 10
Funds holding in top 10: 27 → 25 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$74.3M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$52.8M |
| 3 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$51.4M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$35.2M |
| 5 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$51.2M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$51.2M |
| 3 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$40.4M |
| 4 |
WMR
Wealth Management Resources
Smithfield,
Rhode Island
|
-$32.4M |
| 5 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$10M |
SPHQ Hedge Fund Activity: Q3 2023 in Review
406 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q3 2023, worth a combined $4.08B — up 2.8% from $3.97B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SPHQ positions and 28 closed out — a net gain of 22 holders — while 161 added to existing stakes and 112 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $74.3M. The largest seller was Brinker Capital Investments, cutting an estimated $51.2M.
- 406 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q3 2023, up from 389 in Q2 2023.
- Funds reported $4.08B of Invesco S&P 500 Quality ETF stock for Q3 2023, up 2.8% quarter-over-quarter.
- 50 funds opened new Invesco S&P 500 Quality ETF positions in Q3 2023 and 28 closed out, a net change of +22 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q3 2023 was Bank of New York Mellon, an estimated $74.3M added.
- The largest Invesco S&P 500 Quality ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $51.2M sold.
Based on aggregated 13F filings for Q3 2023.