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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 %
SFG
251
Seamount Financial Group
Colorado
$891K +$48.5K +763 +6%
GVAG
252
Great Valley Advisor Group
Delaware
$886K +$1.27K +20 +0.1%
GM
253
GeoWealth Management
Illinois
$883K -$7.15M -112,500 -89%
BWG
254
Balanced Wealth Group
Ohio
$866K +$508 +8 +0.1%
PCM
255
Parsons Capital Management
Rhode Island
$862K -$418K -6,576 -33%
KWA
256
Kingswood Wealth Advisors
California
$856K +$220K +3,470 +35%
IRC
257
Investors Research Corp
Georgia
$848K +$47.1K +741 +6%
PIA
258
Perennial Investment Advisors
California
$843K +$19.3K +303 +2%
WWM
259
WJ Wealth Management
Arizona
$836K – – –
AMCA
260
Arthur M. Cohen & Associates
Illinois
$832K -$63.5K -1,000 -7%
FFA
261
Fragasso Financial Advisors
Pennsylvania
$830K -$15.8K -248 -2%
PA
262
PFG Advisors
Arizona
$810K +$9.6K +151 +1%
RPCA
263
Running Point Capital Advisors
California
$809K – – –
AWE
264
Avidian Wealth Enterprises
Texas
$801K -$245K -3,860 -23%
SA
265
Sanctuary Advisors
Indiana
$796K +$796K +13,400 New
IC
266
IEQ Capital
California
$788K – – –
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$786K +$17K +266 +2%
WIA
268
World Investment Advisors
California
$774K +$93.7K +1,475 +14%
EFA
269
Evernest Financial Advisors
Indiana
$766K -$98.6K -1,551 -11%
CWM
270
CarsonAllaria Wealth Management
Illinois
$758K – – –
SPC
271
Sigma Planning Corp
Michigan
$749K +$7.37K +116 +1%
CA
272
Clearstead Advisors
Ohio
$748K +$186K +2,925 +33%
EWA
273
EP Wealth Advisors
California
$748K -$38.8K -610 -5%
Envestnet Portfolio Solutions
274
Envestnet Portfolio Solutions
Illinois
$745K +$18.5K +291 +3%
OW
275
Olistico Wealth
Oklahoma
$742K +$127 +2 +0%
9 10
11
12 13