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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 %
IC
251
IEQ Capital
California
$749K – – –
EWA
252
EP Wealth Advisors
California
$748K +$22.7K +376 +3%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$726K -$47.2K -781 -6%
CWM
254
CarsonAllaria Wealth Management
Illinois
$720K – – –
OW
255
Olistico Wealth
Oklahoma
$706K +$62.5K +1,035 +10%
SPC
256
Sigma Planning Corp
Michigan
$706K +$284K +4,695 +67%
MWM
257
Mission Wealth Management
California
$701K +$337K +5,582 +93%
MG
258
Mather Group
Illinois
$699K -$3.84K -71 -0.5%
P
259
&Partners
Tennessee
$696K +$696K +11,516 New
Envestnet Portfolio Solutions
260
Envestnet Portfolio Solutions
Illinois
$690K -$28K -463 -4%
TPA
261
Trivium Point Advisory
Connecticut
$665K – – –
WIA
262
World Investment Advisors
California
$647K +$647K +10,707 New
ASN
263
Advisory Services Network
Georgia
$636K -$10.9K -180 -2%
SIA
264
Strategic Investment Advisors
Michigan
$633K -$12.4K -206 -2%
CWM
265
Collaborative Wealth Management
Florida
$628K -$46.4K -768 -7%
Prudential Financial
266
Prudential Financial
New Jersey
$619K -$707K -11,695 -53%
KFI
267
Key Financial Inc
Pennsylvania
$615K +$144K +2,382 +31%
LIM
268
Leavell Investment Management
Alabama
$614K -$18.9K -313 -3%
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$613K -$302 -5 -0%
KWA
270
Kingswood Wealth Advisors
California
$604K -$218K -3,600 -26%
EWA
271
EverSource Wealth Advisors
Alabama
$599K +$588K +10,075 +5,359%
PFGIA
272
Patriot Financial Group Insurance Agency
Massachusetts
$594K -$44.2K -731 -7%
DADC
273
D.A. Davidson & Co
Montana
$593K -$3.32K -55 -0.6%
WI
274
Wintrust Investments
Illinois
$588K -$52.8K -874 -8%
LFAS
275
Level Four Advisory Services
Texas
$580K – – –
9 10
11
12 13