Invesco S&P 500 Quality ETF
SPHQ
606 hedge funds and large institutions have $8.82B invested in Invesco S&P 500 Quality ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 255 increasing their positions, 142 reducing their positions, and 35 closing their positions.
194% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 35
80% more repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 142
13% more funds holding in top 10
Funds holding in top 10: 45 → 51 (+6)
11% more funds holding
Funds holding: 547 → 606 (+59)
5% more capital invested
Capital invested by funds: $8.44B → $8.82B (+$381M)
0.36% more ownership
Funds ownership: 74.08% → 74.44% (+0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$85.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$66.1M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$27.9M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$26.7M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$54.1M |
| 2 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$31.4M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
-$17.5M |
| 4 |
Two Sigma Advisers
New York
|
-$13.2M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$12.8M |
SPHQ Hedge Fund Activity: Q4 2024 in Review
606 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q4 2024, worth a combined $8.82B — up 4.5% from $8.44B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new SPHQ positions and 35 closed out — a net gain of 68 holders — while 255 added to existing stakes and 142 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $85.2M. The largest seller was Mainstay Capital Management, cutting an estimated $54.1M.
- 606 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q4 2024, up from 547 in Q3 2024.
- Funds reported $8.82B of Invesco S&P 500 Quality ETF stock for Q4 2024, up 4.5% quarter-over-quarter.
- 103 funds opened new Invesco S&P 500 Quality ETF positions in Q4 2024 and 35 closed out, a net change of +68 holders.
- The largest Invesco S&P 500 Quality ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $85.2M added.
- The largest Invesco S&P 500 Quality ETF seller in Q4 2024 was Mainstay Capital Management, an estimated $54.1M sold.
Based on aggregated 13F filings for Q4 2024.