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, 187 increasing their positions, 145 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
29% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 145
27% more capital invested
Capital invested by funds: $4.72B → $5.98B (+$1.26B)
10% more funds holding in top 10
Funds holding in top 10: 29 → 32 (+3)
8% more funds holding
Funds holding: 444 → 478 (+34)
1.46% less ownership
Funds ownership: 69.96% → 68.5% (-1.5%)
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 |
Morgan Stanley
New York
|
+$30.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$69.3M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$22.1M |
| 3 |
SGWM
Sterling Group Wealth Management
Pasadena,
California
|
-$20.3M |
| 4 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
-$17.8M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$15.6M |
SPHQ Hedge Fund Activity: Q1 2024 in Review
478 of the 6,958 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 27% from $4.72B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new SPHQ positions and 28 closed out — a net gain of 36 holders — while 187 added to existing stakes and 145 trimmed.
The largest buyer was Fifth Third Bancorp, adding an estimated $263M. The largest seller was Connectus Wealth, cutting an estimated $69.3M.
- 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 27% 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 Connectus Wealth, an estimated $69.3M sold.
Based on aggregated 13F filings for Q1 2024.