Invesco S&P 500 Quality ETF
SPHQ
310 hedge funds and large institutions have $2.03B invested in Invesco S&P 500 Quality ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 39 closing their positions.
21% more capital inflows, than outflows
Capital inflows: $264M | Capital outflows: $217M
19% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 93
2.14% more ownership
Funds ownership: 58.69% → 60.83% (+2.1%)
2% less funds holding
Funds holding: 316 → 310 (-6)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
13% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.3M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$31.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$9.21M |
| 5 |
Savior LLC
Wellesley Hills,
Massachusetts
|
+$8.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$51.5M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$23M |
| 3 |
Madison Asset Management
Madison,
Wisconsin
|
-$22M |
| 4 |
Legacy Private Trust
Neenah,
Wisconsin
|
-$14.1M |
| 5 |
Raub Brock Capital Management
Larkspur,
California
|
-$11.5M |
SPHQ Hedge Fund Activity: Q2 2022 in Review
310 of the 5,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q2 2022, worth a combined $2.03B — down 14% from $2.36B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of SPHQ and 34 opened new positions — a net loss of 5 holders — while 93 trimmed existing stakes and 111 added.
The largest buyer was Fidelity Investments, adding an estimated $54.3M. The largest seller was Bank of America, cutting an estimated $51.5M.
- 310 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q2 2022, down from 316 in Q1 2022.
- Funds reported $2.03B of Invesco S&P 500 Quality ETF stock for Q2 2022, down 14% quarter-over-quarter.
- 34 funds opened new Invesco S&P 500 Quality ETF positions in Q2 2022 and 39 closed out, a net change of -5 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q2 2022 was Fidelity Investments, an estimated $54.3M added.
- The largest Invesco S&P 500 Quality ETF seller in Q2 2022 was Bank of America, an estimated $51.5M sold.
Based on aggregated 13F filings for Q2 2022.