Invesco S&P 500 Quality ETF
SPHQ
305 hedge funds and large institutions have $1.93B invested in Invesco S&P 500 Quality ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 110 reducing their positions, and 25 closing their positions.
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
0.13% more ownership
Funds ownership: 60.83% → 60.96% (+0.13%)
4% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 25
9% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 110
1% less funds holding
Funds holding: 309 → 305 (-4)
5% less capital invested
Capital invested by funds: $2.03B → $1.93B (-$107M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.9M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$20M |
| 3 |
CPA
Capital Planning Advisors
Roseville,
California
|
+$19.8M |
| 4 |
SA
Shilanski & Associates
Anchorage,
Alaska
|
+$17.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$27.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$24.3M |
| 3 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$22.2M |
| 4 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$10.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.59M |
SPHQ Hedge Fund Activity: Q3 2022 in Review
305 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q3 2022, worth a combined $1.93B — down 5.3% from $2.03B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of SPHQ and 24 opened new positions — a net loss of 1 holder — while 110 trimmed existing stakes and 100 added.
The largest buyer was Fidelity Investments, adding an estimated $23.9M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $27.1M sold.
- 305 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q3 2022, down from 309 in Q2 2022.
- Funds reported $1.93B of Invesco S&P 500 Quality ETF stock for Q3 2022, down 5.3% quarter-over-quarter.
- 24 funds opened new Invesco S&P 500 Quality ETF positions in Q3 2022 and 25 closed out, a net change of -1 holder.
- The largest Invesco S&P 500 Quality ETF buyer in Q3 2022 was Fidelity Investments, an estimated $23.9M added.
- The largest Invesco S&P 500 Quality ETF seller in Q3 2022 was Allspring Global Investments, an estimated $27.1M sold.
Based on aggregated 13F filings for Q3 2022.