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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

598 hedge funds and large institutions have $8.81B invested in Invesco S&P 500 Quality ETF in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 254 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+56
Holders Change %
+10.33%
% of All Funds
7.96%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
100
Increased
254
Reduced
142
Closed
35
Calls
$355K
Puts
–
Net Calls
+$355K
Net Calls Change
-$109K

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
+$84.3M
2
LPL Financial
LPL Financial
California
+$65.3M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$27.6M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$26.4M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$22.1M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
-$53.5M
2
APCM
Alaska Permanent Capital Management
Alaska
-$31M
3
PP
Prudential plc
United Kingdom
-$17.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$13.2M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
226
Meridian Financial
Massachusetts
$1.65M -$89K -1,328 -5%
WCG
227
Weaver Consulting Group
California
$1.59M +$17.4K +260 +1%
VT
228
Vise Technologies
New York
$1.58M +$954K +14,232 +152%
GIA
229
Gladstone Institutional Advisory
Florida
$1.57M -$840K -12,525 -35%
HWA
230
HHM Wealth Advisors
Tennessee
$1.56M -$172K -2,565 -10%
FA
231
Fiduciary Alliance
South Carolina
$1.54M -$42.7K -637 -3%
SVCP
232
Silicon Valley Capital Partners
California
$1.54M -$25.9K -386 -2%
SI
233
Saxon Interests
Texas
$1.53M -$9.72K -145 -0.6%
LIM
234
Leavell Investment Management
Alabama
$1.52M +$85.2K +1,271 +6%
FIA
235
Foundations Investment Advisors
Arizona
$1.51M -$1.58M -23,581 -51%
HAG
236
HF Advisory Group
Maryland
$1.49M +$83K +1,239 +6%
HPC
237
HM Payson & Co
Maine
$1.46M -$182K -2,721 -11%
MS
238
Madden Securities
Texas
$1.35M – – –
SCM
239
Steele Capital Management
Iowa
$1.35M -$272K -4,055 -17%
SW
240
SteelPeak Wealth
California
$1.34M +$359K +5,363 +37%
MW
241
Members Wealth
Pennsylvania
$1.33M +$1.33M +18,827 New
Envestnet Portfolio Solutions
242
Envestnet Portfolio Solutions
Illinois
$1.32M +$131K +1,954 +11%
AF
243
Apollon Financial
South Carolina
$1.32M +$16.5K +246 +1%
EGM
244
Engineers Gate Manager
New York
$1.32M -$457K -6,821 -26%
SCM
245
Stonehearth Capital Management
Massachusetts
$1.31M -$145K -2,159 -10%
WS
246
Wedbush Securities
California
$1.3M +$755K +11,262 +139%
IDA
247
Intelligence Driven Advisers
California
$1.29M -$512K -7,644 -28%
MCWS
248
McKinley Carter Wealth Services
West Virginia
$1.27M -$164K -2,451 -11%
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$1.27M +$170K +2,531 +15%
HCP
250
Holt Capital Partners
Texas
$1.26M – – –
8 9
10
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