Invesco S&P 500 Quality ETFSPHQ
SPHQ
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
109% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 34
60% more repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 141
15% more funds holding in top 10
Funds holding in top 10: 39 [Q2] → 45 (+6) [Q3]
7% more funds holding
Funds holding: 496 [Q2] → 533 (+37) [Q3]
7% more capital invested
Capital invested by funds: $7.82B [Q2] → $8.41B (+$582M) [Q3]
5.04% less ownership
Funds ownership: 78.82% [Q2] → 73.78% (-5.04%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for SPHQ.
Financial journalist opinion
Based on 4 articles about SPHQ published over the past 30 days
Positive
Zacks Investment Research
4 days ago
Quality Equity ETF (SPHQ) Hits New 52-Week High
For investors seeking momentum, Invesco S&P 500 Quality ETF SPHQ is probably on the radar. The fund just hit a 52-week high and is up 31.11% from its 52-week low price of $53.04/share.
Neutral
Zacks Investment Research
5 days ago
2025 Market Uncertainty? ETFs to Steady Your Portfolio
With escalating geopolitical tensions and unfavorable inflation trends in the U.S., increasing exposure to defensive sectors emerges as a smart investment strategy to navigate the potentially uncertain economic landscape of 2025.
Positive
ETF Trends
1 week ago
New Invesco Climate ETF Starts With $2.4 Billion Investment
Invesco has announced the launch of its latest ETF, the Invesco MSCI Global North America Climate ETF (KLMN). Crucially, Invesco reports that KLMN's launch has broken the global record for funding for a global ETF launch.
Neutral
Seeking Alpha
3 weeks ago
SPHQ: How Nvidia's Exit Impacts This High Quality S&P 500 Index Fund
SPHQ selects 100 large-cap U.S. companies exhibiting high returns on equity, low accruals ratios, and low financial leverage. The ETF has a reasonable 0.15% expense ratio and reconstitutes semi-annually. The last reconstitution occurred in June and resulted in the exit of Nvidia, SPHQ's prior top holding at 8.48%. The reason relates to the company's substantial accounts receivables. Nvidia's exit made way for more defensive stocks in the Consumer Staples sector. Now at 14.41% of the portfolio, SPHQ's five-year beta is at 1.00 compared to 1.05 previously.
Positive
ETF Trends
1 month ago
If You Like SPHQ, Look to Quality ETFs XMHQ & XSHQ
Quality ETFs have seen widespread investor interest this year, with Invesco's lineup getting considerable attention. The popular Invesco S&P 500 Quality ETF (SPHQ) has seen strong inflows in 2024, accreting $3 billion in net flows year to date through November 12.
Positive
Morningstar
1 month ago
3 ETFs Quietly Outperforming the Market
Don't overlook these options.
Positive
ETF Trends
1 month ago
A Smarter Way To Midcap?
Investors have embraced U.S. midcap equity ETFs in 2024, with the investment style gathering $19 billion of new money as of early November. This cash haul was more than the $17 billion brought in by small-cap equities.
Positive
Zacks Investment Research
1 month ago
Is Invesco S&P 500 Quality ETF (SPHQ) a Strong ETF Right Now?
Launched on 12/06/2005, the Invesco S&P 500 Quality ETF (SPHQ) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Blend category of the market.
Neutral
Zacks Investment Research
2 months ago
Will the Fed Opt for a Hefty Rate Cut? ETF Strategies to Follow
An upbeat job market and moderately cooling inflation may prevent the Fed from opting for significant rate cuts in the near future.
Positive
Zacks Investment Research
2 months ago
5 ETF Strategies to Follow in Q4
We have highlighted some investing strategies that could be extremely beneficial for investors heading into the fourth quarter.
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