Invesco S&P 500 Quality ETF
SPHQ
444 hedge funds and large institutions have $4.86B invested in Invesco S&P 500 Quality ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 168 increasing their positions, 132 reducing their positions, and 31 closing their positions.
135% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 31
27% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 132
19% more capital invested
Capital invested by funds: $4.08B → $4.86B (+$788M)
16% more funds holding in top 10
Funds holding in top 10: 25 → 29 (+4)
9% more funds holding
Funds holding: 406 → 444 (+38)
3.07% more ownership
Funds ownership: 69.05% → 72.12% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$161M |
| 2 |
LPL Financial
San Diego,
California
|
+$52.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$33.9M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$31.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$30.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$45.4M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$45.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.4M |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$11.7M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$11.2M |
SPHQ Hedge Fund Activity: Q4 2023 in Review
444 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q4 2023, worth a combined $4.86B — up 19% from $4.08B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new SPHQ positions and 31 closed out — a net gain of 42 holders — while 168 added to existing stakes and 132 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $161M. The largest seller was Brinker Capital Investments, cutting an estimated $45.4M.
- 444 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q4 2023, up from 406 in Q3 2023.
- Funds reported $4.86B of Invesco S&P 500 Quality ETF stock for Q4 2023, up 19% quarter-over-quarter.
- 73 funds opened new Invesco S&P 500 Quality ETF positions in Q4 2023 and 31 closed out, a net change of +42 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q4 2023 was Morgan Stanley, an estimated $161M added.
- The largest Invesco S&P 500 Quality ETF seller in Q4 2023 was Brinker Capital Investments, an estimated $45.4M sold.
Based on aggregated 13F filings for Q4 2023.