Invesco S&P 500 Quality ETF
SPHQ
478 hedge funds and large institutions have $5.98B invested in Invesco S&P 500 Quality ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 186 increasing their positions, 146 reducing their positions, and 28 closing their positions.
129% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 28
126% more call options, than puts
Call options by funds: $876K | Put options by funds: $387K
27% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 146
23% more capital invested
Capital invested by funds: $4.86B → $5.98B (+$1.11B)
10% more funds holding in top 10
Funds holding in top 10: 29 → 32 (+3)
8% more funds holding
Funds holding: 444 → 478 (+34)
3.62% less ownership
Funds ownership: 72.12% → 68.5% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$263M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$179M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$70.7M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$67.8M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$30.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$123M |
| 2 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$69.3M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$22.1M |
| 4 |
SGWM
Sterling Group Wealth Management
Pasadena,
California
|
-$20.3M |
| 5 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
-$17.8M |
SPHQ Hedge Fund Activity: Q1 2024 in Review
478 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q1 2024, worth a combined $5.98B — up 23% from $4.86B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new SPHQ positions and 28 closed out — a net gain of 36 holders — while 186 added to existing stakes and 146 trimmed.
The largest buyer was Fifth Third Bancorp, adding an estimated $263M. The largest seller was Morgan Stanley, cutting an estimated $123M.
- 478 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q1 2024, up from 444 in Q4 2023.
- Funds reported $5.98B of Invesco S&P 500 Quality ETF stock for Q1 2024, up 23% quarter-over-quarter.
- 64 funds opened new Invesco S&P 500 Quality ETF positions in Q1 2024 and 28 closed out, a net change of +36 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q1 2024 was Fifth Third Bancorp, an estimated $263M added.
- The largest Invesco S&P 500 Quality ETF seller in Q1 2024 was Morgan Stanley, an estimated $123M sold.
Based on aggregated 13F filings for Q1 2024.