Invesco S&P 500 Quality ETF
SPHQ
254 hedge funds and large institutions have $1.45B invested in Invesco S&P 500 Quality ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 83 reducing their positions, and 17 closing their positions.
118% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 17
9% more capital invested
Capital invested by funds: $1.33B → $1.45B (+$118M)
7% more funds holding
Funds holding: 237 → 254 (+17)
7% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 83
3.67% less ownership
Funds ownership: 52.81% → 49.14% (-3.7%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.7M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$8.27M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.11M |
| 4 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$7M |
| 5 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$5.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.4M |
| 2 |
RBCM
Raub Brock Capital Management
Larkspur,
California
|
-$11.2M |
| 3 |
GI
Glovista Investments
Jersey City,
New Jersey
|
-$7.36M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.19M |
| 5 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
-$5.01M |
SPHQ Hedge Fund Activity: Q2 2021 in Review
254 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q2 2021, worth a combined $1.45B — up 8.9% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SPHQ positions and 17 closed out — a net gain of 20 holders — while 89 added to existing stakes and 83 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19.7M. The largest seller was Ameriprise, cutting an estimated $11.4M.
- 254 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q2 2021, up from 237 in Q1 2021.
- Funds reported $1.45B of Invesco S&P 500 Quality ETF stock for Q2 2021, up 8.9% quarter-over-quarter.
- 37 funds opened new Invesco S&P 500 Quality ETF positions in Q2 2021 and 17 closed out, a net change of +20 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q2 2021 was Morgan Stanley, an estimated $19.7M added.
- The largest Invesco S&P 500 Quality ETF seller in Q2 2021 was Ameriprise, an estimated $11.4M sold.
Based on aggregated 13F filings for Q2 2021.