Invesco S&P 500 Quality ETF
SPHQ
389 hedge funds and large institutions have $3.97B invested in Invesco S&P 500 Quality ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 144 increasing their positions, 110 reducing their positions, and 24 closing their positions.
146% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 24
31% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 110
24% more capital invested
Capital invested by funds: $3.2B → $3.97B (+$761M)
13% more funds holding in top 10
Funds holding in top 10: 24 → 27 (+3)
8% more funds holding
Funds holding: 360 → 389 (+29)
3.14% more ownership
Funds ownership: 70.52% → 73.66% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$46.7M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$46.7M |
| 3 |
LPL Financial
San Diego,
California
|
+$44.6M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$44.4M |
| 5 |
Morgan Stanley
New York
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$21.3M |
| 2 |
SL
Savior LLC
Wellesley Hills,
Massachusetts
|
-$10.4M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$10.3M |
| 4 |
EH
Equitable Holdings
New York
|
-$8.03M |
| 5 |
PCMC
Paragon Capital Management (Colorado)
Denver,
Colorado
|
-$5.98M |
SPHQ Hedge Fund Activity: Q2 2023 in Review
389 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q2 2023, worth a combined $3.97B — up 24% from $3.2B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new SPHQ positions and 24 closed out — a net gain of 35 holders — while 144 added to existing stakes and 110 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $46.7M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $21.3M.
- 389 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q2 2023, up from 360 in Q1 2023.
- Funds reported $3.97B of Invesco S&P 500 Quality ETF stock for Q2 2023, up 24% quarter-over-quarter.
- 59 funds opened new Invesco S&P 500 Quality ETF positions in Q2 2023 and 24 closed out, a net change of +35 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q2 2023 was Brinker Capital Investments, an estimated $46.7M added.
- The largest Invesco S&P 500 Quality ETF seller in Q2 2023 was JP Morgan Private Wealth Advisors, an estimated $21.3M sold.
Based on aggregated 13F filings for Q2 2023.