Invesco S&P 500 Quality ETF
SPHQ
237 hedge funds and large institutions have $1.33B invested in Invesco S&P 500 Quality ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 76 reducing their positions, and 20 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 76
25% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 20
2% more funds holding
Funds holding: 233 → 237 (+4)
5% more capital invested
Capital invested by funds: $1.27B → $1.33B (+$59.3M)
0.03% more ownership
Funds ownership: 52.78% → 52.81% (+0.03%)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$13.8M |
| 2 |
Morgan Stanley
New York
|
+$11.3M |
| 3 |
GI
Glovista Investments
Jersey City,
New Jersey
|
+$11.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$9.15M |
| 5 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$8.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$19.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.6M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$13.6M |
| 4 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$12.4M |
| 5 |
RBCM
Raub Brock Capital Management
Larkspur,
California
|
-$8.67M |
SPHQ Hedge Fund Activity: Q1 2021 in Review
237 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q1 2021, worth a combined $1.33B — up 4.7% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SPHQ positions and 20 closed out — a net gain of 5 holders — while 98 added to existing stakes and 76 trimmed.
The largest buyer was Money Concepts Capital, adding an estimated $13.8M. The largest seller was Quantitative Advantage, exiting entirely with an estimated $19.6M sold.
- 237 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q1 2021, up from 233 in Q4 2020.
- Funds reported $1.33B of Invesco S&P 500 Quality ETF stock for Q1 2021, up 4.7% quarter-over-quarter.
- 25 funds opened new Invesco S&P 500 Quality ETF positions in Q1 2021 and 20 closed out, a net change of +5 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q1 2021 was Money Concepts Capital, an estimated $13.8M added.
- The largest Invesco S&P 500 Quality ETF seller in Q1 2021 was Quantitative Advantage, an estimated $19.6M sold.
Based on aggregated 13F filings for Q1 2021.