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Invesco S&P 500 Quality ETF
SPHQ

478 hedge funds and large institutions have $5.98B invested in Invesco S&P 500 Quality ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 186 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 28

126% more call options, than puts

Call options by funds: $876K | Put options by funds: $387K

27% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 146

23% more capital invested

Capital invested by funds: $4.86B → $5.98B (+$1.11B)

10% more funds holding in top 10

Funds holding in top 10: 29 → 32 (+3)

8% more funds holding

Funds holding: 444 → 478 (+34)

3.62% less ownership

Funds ownership: 72.12% → 68.5% (-3.6%)

Holders
478
Holders Change
+34
Holders Change %
+7.66%
% of All Funds
6.89%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.46%
New
64
Increased
186
Reduced
146
Closed
28
Calls
$876K
Puts
$387K
Net Calls
+$489K
Net Calls Change
+$489K

Top Buyers

Rank Fund Capital Flow
1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$263M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$179M
3
Ameriprise
Ameriprise
Minnesota
+$70.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$67.8M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$30.3M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$123M
2
CW
Connectus Wealth
Ohio
-$69.3M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$22.1M
4
SGWM
Sterling Group Wealth Management
California
-$20.3M
5
CJH
Christopher J. Hasenberg
Wisconsin
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
451
Avior Wealth Management
Nebraska
$11.4K +$10.7K +187 New
GT
452
Glenmede Trust
Pennsylvania
$11.1K – – –
WWM
453
Wolff Wiese Magana
California
$10.6K +$57 +1 +0.6%
PFA
454
Pathway Financial Advisers
Indiana
$10.6K – – –
HCA
455
Heck Capital Advisors
Wisconsin
$9.24K – – –
CT
456
Clearstead Trust
Maine
$8.7K +$8.25K +144 New
SSB
457
Sandy Spring Bank
Maryland
$7.79K +$7.39K +129 New
CJ
458
Caitlin John
Michigan
$7.79K +$115 +2 +2%
ME
459
McIlrath & Eck
Washington
$7.06K +$57 +1 +0.9%
CSB
460
City State Bank
Iowa
$7K – – –
Simplex Trading
461
Simplex Trading
Illinois
$7K +$1.03K +18 +18%
PCM
462
Penserra Capital Management
California
$7K +$7.33K +128 New
FM
463
Family Management
New York
$6.89K +$6.53K +114 New
JFA
464
JNBA Financial Advisors
Minnesota
$6.71K +$6.36K +111 New
WWMSC
465
Wagner Wealth Management (South Carolina)
South Carolina
$6.1K +$5.79K +101 New
CA
466
Crewe Advisors
Utah
$5.44K – – –
GWANC
467
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.38K +$5.1K +89 New
National Bank of Canada
468
National Bank of Canada
Quebec, Canada
$4.45K -$1.83K -32 -30%
EWM
469
EPG Wealth Management
Georgia
$3.99K +$3.78K +66 New
AAG
470
Armstrong Advisory Group
Massachusetts
$3.84K – – –
HT
471
Headlands Technologies
Illinois
$3.81K +$3.61K +63 New
NRG
472
Nemes Rush Group
Michigan
$3.69K +$1.26K +22 +56%
TFA
473
Toth Financial Advisory
Virginia
$2.44K – – –
EWM
474
Evermay Wealth Management
Virginia
$2.42K – – –
NFSG
475
Newbridge Financial Services Group
Florida
$2.05K – – –
17 18
19
20 21

SPHQ Hedge Fund Activity: Q1 2024 in Review

478 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q1 2024, worth a combined $5.98B — up 23% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SPHQ positions and 28 closed out — a net gain of 36 holders — while 186 added to existing stakes and 146 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $263M. The largest seller was Morgan Stanley, cutting an estimated $123M.

  • 478 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q1 2024, up from 444 in Q4 2023.
  • Funds reported $5.98B of Invesco S&P 500 Quality ETF stock for Q1 2024, up 23% quarter-over-quarter.
  • 64 funds opened new Invesco S&P 500 Quality ETF positions in Q1 2024 and 28 closed out, a net change of +36 holders.
  • The largest Invesco S&P 500 Quality ETF buyer in Q1 2024 was Fifth Third Bancorp, an estimated $263M added.
  • The largest Invesco S&P 500 Quality ETF seller in Q1 2024 was Morgan Stanley, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2024.