Invesco S&P 500 Quality ETF
SPHQ
547 hedge funds and large institutions have $8.44B invested in Invesco S&P 500 Quality ETF in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 232 increasing their positions, 145 reducing their positions, and 26 closing their positions.
169% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 26
60% more repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 145
13% more funds holding in top 10
Funds holding in top 10: 40 → 45 (+5)
12% more capital invested
Capital invested by funds: $7.57B → $8.44B (+$872M)
7% more funds holding
Funds holding: 510 → 547 (+37)
2.16% less ownership
Funds ownership: 76.24% → 74.08% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$40.5M |
| 2 |
Morgan Stanley
New York
|
+$37.5M |
| 3 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$32M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$24.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
-$52.1M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$34.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$33.2M |
| 4 |
VWM
Vigilare Wealth Management
Scottsdale,
Arizona
|
-$24.3M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$13.6M |
SPHQ Hedge Fund Activity: Q3 2024 in Review
547 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q3 2024, worth a combined $8.44B — up 12% from $7.57B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new SPHQ positions and 26 closed out — a net gain of 44 holders — while 232 added to existing stakes and 145 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $40.5M. The largest seller was First Command Advisory Services, cutting an estimated $52.1M.
- 547 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q3 2024, up from 510 in Q2 2024.
- Funds reported $8.44B of Invesco S&P 500 Quality ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 70 funds opened new Invesco S&P 500 Quality ETF positions in Q3 2024 and 26 closed out, a net change of +44 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q3 2024 was AssetMark Inc, an estimated $40.5M added.
- The largest Invesco S&P 500 Quality ETF seller in Q3 2024 was First Command Advisory Services, an estimated $52.1M sold.
Based on aggregated 13F filings for Q3 2024.