Invesco S&P 500 Quality ETF
SPHQ
510 hedge funds and large institutions have $7.57B invested in Invesco S&P 500 Quality ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 137 reducing their positions, and 29 closing their positions.
124% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 29
53% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 137
27% more capital invested
Capital invested by funds: $5.98B → $7.57B (+$1.59B)
25% more funds holding in top 10
Funds holding in top 10: 32 → 40 (+8)
7.75% more ownership
Funds ownership: 68.5% → 76.24% (+7.7%)
7% more funds holding
Funds holding: 478 → 510 (+32)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$723M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$116M |
| 3 |
Morgan Stanley
New York
|
+$85.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$50.3M |
| 5 |
VWM
Vigilare Wealth Management
Scottsdale,
Arizona
|
+$35.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
-$38.2M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$15.7M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.1M |
| 4 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
-$12.3M |
| 5 |
PCMC
Paragon Capital Management (Colorado)
Denver,
Colorado
|
-$10.3M |
SPHQ Hedge Fund Activity: Q2 2024 in Review
510 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q2 2024, worth a combined $7.57B — up 27% from $5.98B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new SPHQ positions and 29 closed out — a net gain of 36 holders — while 209 added to existing stakes and 137 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $723M. The largest seller was First Command Advisory Services, cutting an estimated $38.2M.
- 510 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q2 2024, up from 478 in Q1 2024.
- Funds reported $7.57B of Invesco S&P 500 Quality ETF stock for Q2 2024, up 27% quarter-over-quarter.
- 65 funds opened new Invesco S&P 500 Quality ETF positions in Q2 2024 and 29 closed out, a net change of +36 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $723M added.
- The largest Invesco S&P 500 Quality ETF seller in Q2 2024 was First Command Advisory Services, an estimated $38.2M sold.
Based on aggregated 13F filings for Q2 2024.