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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

542 hedge funds and large institutions have $8.43B invested in Invesco S&P 500 Quality ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 229 increasing their positions, 144 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+39
Holders Change %
+7.75%
% of All Funds
7.84%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.65%
New
72
Increased
229
Reduced
144
Closed
26
Calls
$464K
Puts
–
Net Calls
+$464K
Net Calls Change
+$203K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$41.9M
2
Morgan Stanley
Morgan Stanley
New York
+$38.9M
3
MCM
Mainstay Capital Management
Michigan
+$33.1M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$25.3M
5
Wells Fargo
Wells Fargo
California
+$21.9M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$53.9M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$36.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$34.3M
4
VWM
Vigilare Wealth Management
Arizona
-$25.2M
5
PP
Prudential plc
United Kingdom
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Endowment Wealth Management
Wisconsin
$1.48M +$122K +1,809 +9%
SCM
227
Stonehearth Capital Management
Massachusetts
$1.46M -$338K -5,028 -19%
MCWS
228
McKinley Carter Wealth Services
West Virginia
$1.44M -$19.8K -294 -1%
LIM
229
Leavell Investment Management
Alabama
$1.44M +$655K +9,730 +83%
HAG
230
HF Advisory Group
Maryland
$1.42M +$37.9K +563 +3%
TFS
231
Thoroughbred Financial Services
Tennessee
$1.41M +$755K +11,222 +116%
MS
232
Madden Securities
Texas
$1.36M – – –
WWM
233
WT Wealth Management
Arizona
$1.33M -$394K -5,782 -23%
GEA
234
Glen Eagle Advisors
New Jersey
$1.33M +$68.8K +1,023 +5%
CA
235
CoreCap Advisors
Michigan
$1.32M +$1.25M +18,597 +1,732%
AF
236
Apollon Financial
South Carolina
$1.31M -$40K -594 -3%
Millennium Management
237
Millennium Management
New York
$1.3M -$75.8K -1,127 -6%
CWC
238
Carolinas Wealth Consulting
North Carolina
$1.3M +$335K +4,981 +35%
Jane Street
239
Jane Street
New York
$1.27M +$1.27M +18,923 New
HCP
240
Holt Capital Partners
Texas
$1.27M – – –
SCM
241
Sage Capital Management
New Jersey
$1.26M -$33K -491 -3%
WTC
242
WhitTier Trust Company
Nevada
$1.26M – – –
GWM
243
Geneos Wealth Management
Colorado
$1.24M -$266K -3,950 -18%
KA
244
Kovack Advisors
Florida
$1.23M -$6.73K -100 -0.5%
FEM
245
Fulcrum Equity Management
Texas
$1.23M -$49.4K -734 -4%
HGERS
246
Householder Group Estate & Retirement Specialist
Arizona
$1.23M -$78.2K -1,163 -6%
SW
247
SlateStone Wealth
Florida
$1.22M -$58.7K -873 -5%
SAM
248
Silvercrest Asset Management
New York
$1.21M +$1.01K +15 +0.1%
Envestnet Portfolio Solutions
249
Envestnet Portfolio Solutions
Illinois
$1.2M +$410K +6,092 +52%
HP
250
Holistic Planning
Texas
$1.17M -$998K -14,842 -46%
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