Invesco S&P 500 Quality ETF
SPHQ
343 hedge funds and large institutions have $2.26B invested in Invesco S&P 500 Quality ETF in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 117 increasing their positions, 98 reducing their positions, and 20 closing their positions.
230% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 20
25% more funds holding in top 10
Funds holding in top 10: 16 → 20 (+4)
19% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 98
17% more capital invested
Capital invested by funds: $1.93B → $2.26B (+$331M)
12% more funds holding
Funds holding: 305 → 343 (+38)
1.97% more ownership
Funds ownership: 60.96% → 62.93% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$33.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$24.4M |
| 3 |
AWS
AJ Wealth Strategies
New York
|
+$10.9M |
| 4 |
CPA
Capital Planning Advisors
Roseville,
California
|
+$9.52M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$8.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$20.2M |
| 2 |
SA
Shilanski & Associates
Anchorage,
Alaska
|
-$15.7M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$9.53M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$4.37M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.01M |
SPHQ Hedge Fund Activity: Q4 2022 in Review
343 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q4 2022, worth a combined $2.26B — up 17% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new SPHQ positions and 20 closed out — a net gain of 46 holders — while 117 added to existing stakes and 98 trimmed.
The largest buyer was Trilogy Capital, adding an estimated $33.3M. The largest seller was PNC Financial Services Group, cutting an estimated $20.2M.
- 343 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q4 2022, up from 305 in Q3 2022.
- Funds reported $2.26B of Invesco S&P 500 Quality ETF stock for Q4 2022, up 17% quarter-over-quarter.
- 66 funds opened new Invesco S&P 500 Quality ETF positions in Q4 2022 and 20 closed out, a net change of +46 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q4 2022 was Trilogy Capital, an estimated $33.3M added.
- The largest Invesco S&P 500 Quality ETF seller in Q4 2022 was PNC Financial Services Group, an estimated $20.2M sold.
Based on aggregated 13F filings for Q4 2022.