SPHQ icon

Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

503 hedge funds and large institutions have $7.55B invested in Invesco S&P 500 Quality ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 207 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+29
Holders Change %
+6.12%
% of All Funds
7.32%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.57%
New
64
Increased
207
Reduced
135
Closed
29
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
-$228K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$753M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$121M
3
Morgan Stanley
Morgan Stanley
New York
+$89M
4
LPL Financial
LPL Financial
California
+$52.4M
5
VWM
Vigilare Wealth Management
Arizona
+$36.9M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$39.8M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$16.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$15.8M
4
FSA
Financial Services Advisory
Maryland
-$12.8M
5
PCMC
Paragon Capital Management (Colorado)
Colorado
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
226
Baird Financial Group
Wisconsin
$1.15M -$155K -2,433 -12%
SAM
227
Silvercrest Asset Management
New York
$1.14M +$1.14M +17,924 New
RL
228
Retireful LLC
Michigan
$1.07M +$1.07M +16,766 New
SA
229
SpiderRock Advisors
Delaware
$1.05M – – –
KPWS
230
Kestra Private Wealth Services
Texas
$1.03M +$546K +8,586 +112%
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$1.01M +$1.01M +15,953 New
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$1.01M +$9.91K +156 +1%
SWA
233
Stratos Wealth Advisors
Ohio
$1.01M +$10.5K +166 +1%
BWM
234
BCGM Wealth Management
Indiana
$1M -$32.9K -518 -3%
LWM
235
Lionsbridge Wealth Management
Florida
$991K -$1.33K -21 -0.1%
Financial Engines Advisors
236
Financial Engines Advisors
California
$985K +$22.6K +356 +2%
EE
237
EWG Elevate
California
$983K +$983K +15,478 New
WA
238
WESPAC Advisors
California
$964K -$92.5K -1,455 -9%
LA
239
Legacy Advisors
Pennsylvania
$953K – – –
PPP
240
Private Portfolio Partners
New Jersey
$936K +$38.5K +606 +4%
CAAS
241
Capital Asset Advisory Services
Michigan
$924K -$29.7K -461 -3%
OBWG
242
Onyx Bridge Wealth Group
New York
$923K +$923K +14,533 New
TCM
243
Tandem Capital Management
New Jersey
$921K +$302K +4,680 +49%
AWM
244
Axxcess Wealth Management
California
$911K -$29.3K -461 -3%
SW
245
SVB Wealth
Massachusetts
$911K – – –
CWC
246
Carolinas Wealth Consulting
North Carolina
$909K +$322K +5,067 +55%
Northern Trust
247
Northern Trust
Illinois
$907K – – –
WT
248
Whittier Trust
California
$902K – – –
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$900K +$290K +4,537 +48%
CGA
250
Crescent Grove Advisors
Illinois
$898K – – –
8 9
10
11 12