Invesco S&P 500 Quality ETF
SPHQ
315 hedge funds and large institutions have $2.36B invested in Invesco S&P 500 Quality ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 81 reducing their positions, and 38 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 81
18% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 38
15% more capital invested
Capital invested by funds: $2.05B → $2.36B (+$309M)
1.26% more ownership
Funds ownership: 57.43% → 58.69% (+1.3%)
0% more funds holding
Funds holding: 315 → 315 (0)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$128M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$99.5M |
| 3 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$90.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$40.8M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$40.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
-$27.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$19.7M |
| 3 |
BPWM
Badgley Phelps Wealth Managers
Seattle,
Washington
|
-$16.5M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$10M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$9.52M |
SPHQ Hedge Fund Activity: Q1 2022 in Review
315 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q1 2022, worth a combined $2.36B — up 15% from $2.05B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SPHQ positions and 38 closed out — a net gain of 7 holders — while 121 added to existing stakes and 81 trimmed.
The largest buyer was Merit Financial Group, opening a new position worth an estimated $128M. The largest seller was Financial Services Advisory, exiting entirely with an estimated $27.8M sold.
- 315 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $2.36B of Invesco S&P 500 Quality ETF stock for Q1 2022, up 15% quarter-over-quarter.
- 45 funds opened new Invesco S&P 500 Quality ETF positions in Q1 2022 and 38 closed out, a net change of +7 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q1 2022 was Merit Financial Group, an estimated $128M added.
- The largest Invesco S&P 500 Quality ETF seller in Q1 2022 was Financial Services Advisory, an estimated $27.8M sold.
Based on aggregated 13F filings for Q1 2022.