Invesco S&P 500 Quality ETFSPHQ
SPHQ
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
169% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 36
77% more repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 141
13% more funds holding in top 10
Funds holding in top 10: 45 [Q3] → 51 (+6) [Q4]
10% more funds holding
Funds holding: 537 [Q3] → 589 (+52) [Q4]
4% more capital invested
Capital invested by funds: $8.41B [Q3] → $8.77B (+$358M) [Q4]
0.17% more ownership
Funds ownership: 73.85% [Q3] → 74.02% (+0.17%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for SPHQ.
Financial journalist opinion
Based on 3 articles about SPHQ published over the past 30 days
Positive
Seeking Alpha
4 days ago
SPHQ: Solid ETF To Beat Uncertainty And Outperform In Bull Markets
SPHQ's semi-annual rebalancing and stock selection criteria help it outperform in both up and down markets, making it a strong long-term investment. Recent portfolio adjustments reduced tech exposure and increased holdings in low-beta and defensive stocks, enhancing resilience amid market uncertainty. SPHQ's top holdings now include Visa, Mastercard, Costco, and Procter & Gamble, which are less sensitive to trade tariffs and economic cycles.
Negative
Zacks Investment Research
1 week ago
Defensive ETF Strategies to Follow Amid Market Carnage
We highlight some defensive investment strategies for investors amid the ongoing chaos.
Neutral
Zacks Investment Research
4 weeks ago
5 Quality ETFs for a Steady Ride in Wild Markets
Investors should focus on high-quality investing amid heightened market volatility and uncertainty.
Negative
Zacks Investment Research
1 month ago
Recession Fears Looming? Secure Your Portfolio With These ETFs
Look at ETFs to safeguard your portfolio as declining consumer confidence, sluggish growth and persistent inflationary pressures increase the likelihood of the U.S. economy slipping into a recession in 2025.
Positive
Zacks Investment Research
1 month ago
Why You Should Buy Quality ETFs on Sale Now
Tap five quality ETFs that are available on sale to counter the economic slowdown fear and tariff tantrum.
Neutral
CNBC
2 months ago
How one ETF provider is trying to help investors cut exposure to Magnificent 7 stocks
The Astoria Portfolio Advisors CEO warns the S&P 500 is weighted too heavily toward Big Tech.
Positive
Seeking Alpha
2 months ago
SPHQ: Strong On Quality, Slightly Weaker On Growth
Invesco S&P 500 Quality ETF has a higher expense ratio and turnover compared to broader market funds, reducing its attractiveness. SPHQ's methodology excludes early-stage growth stocks, potentially missing out on significant long-term gains from high-profile tech companies. The fund does not consistently offer better downside protection than the S&P 500, underperforming during the 2022 bear market.
Neutral
Schwab Network
2 months ago
ETF Trends: Small Caps, Bitcoin, Defense
Cinthia Murphy says ETFs have been focused on small caps and defensive plays recently, though she points out that inflows are a lagging effect. She says there's been less of a rotation across sectors than an expansion, and that there have already been $60B in ETF inflows since 2025 began.
Positive
Zacks Investment Research
3 months ago
Is Invesco S&P 500 Quality ETF (SPHQ) a Strong ETF Right Now?
The Invesco S&P 500 Quality ETF (SPHQ) was launched on 12/06/2005, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Blend category of the market.
Positive
Morningstar
3 months ago
3 ETFs Full of Wide-Moat Stocks
The skinny on these exchange-traded funds' wide-moat holdings.
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