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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

474 hedge funds and large institutions have $5.97B invested in Invesco S&P 500 Quality ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+33
Holders Change %
+7.48%
% of All Funds
6.87%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.46%
New
63
Increased
185
Reduced
146
Closed
28
Calls
$876K
Puts
$387K
Net Calls
+$489K
Net Calls Change
+$489K

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$279M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$400M
3
Ameriprise
3
Ameriprise
Minnesota
$197M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$422M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$57M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$195M
2
CW
2
Connectus Wealth
Ohio
$3.45M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$47.2M
4
SGWM
4
Sterling Group Wealth Management
California
$228K
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$43.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
226
Lionsbridge Wealth Management
Florida
$943K -$12.8K -212 -1%
Financial Engines Advisors
227
Financial Engines Advisors
California
$915K +$20.1K +332 +2%
NL
228
NWAM LLC
Washington
$907K +$287K +4,804 +46%
LA
229
Legacy Advisors
Pennsylvania
$906K – – –
AWM
230
Axxcess Wealth Management
California
$895K -$23.9K -395 -3%
CAAS
231
Capital Asset Advisory Services
Michigan
$887K -$23.7K -395 -3%
SW
232
SVB Wealth
Massachusetts
$866K +$3.02K +50 +0.3%
Northern Trust
233
Northern Trust
Illinois
$862K +$6.04K +100 +0.7%
WT
234
Whittier Trust
California
$858K – – –
CGA
235
Crescent Grove Advisors
Illinois
$854K -$9.97K -165 -1%
PPP
236
Private Portfolio Partners
New Jersey
$853K +$301K +4,980 +54%
AMCA
237
Arthur M. Cohen & Associates
Illinois
$851K – – –
GVAG
238
Great Valley Advisor Group
Delaware
$841K +$424K +7,013 +101%
SF
239
Summit Financial
New Jersey
$838K +$838K +13,868 New
BWG
240
Balanced Wealth Group
Ohio
$816K +$539 +9 +0.1%
BWM
241
Birchcreek Wealth Management
Ohio
$812K -$24K -397 -3%
FFA
242
Fragasso Financial Advisors
Pennsylvania
$804K -$8.76K -145 -1%
SFG
243
Seamount Financial Group
Colorado
$801K +$2.24K +37 +0.3%
WWM
244
WJ Wealth Management
Arizona
$795K +$3.02K +50 +0.4%
PIA
245
Perennial Investment Advisors
California
$784K -$27K -447 -3%
EFA
246
Evernest Financial Advisors
Indiana
$780K +$780K +13,601 New
RPCA
247
Running Point Capital Advisors
California
$770K – – –
IRC
248
Investors Research Corp
Georgia
$761K +$45K +745 +6%
PA
249
PFG Advisors
Arizona
$761K +$209K +3,465 +38%
IGWM
250
ICA Group Wealth Management
Colorado
$753K +$120K +1,985 +19%
8 9
10
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