SPHQ icon

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 %
Baird Financial Group
251
Baird Financial Group
Wisconsin
$1.15M -$66.7K -991 -5%
SPC
252
Sigma Planning Corp
Michigan
$1.14M +$351K +5,224 +44%
OWM
253
OneAscent Wealth Management
Alabama
$1.12M +$598K +8,886 +114%
SA
254
SpiderRock Advisors
Delaware
$1.12M +$2.49K +37 +0.2%
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$1.1M +$29.7K +442 +3%
SWA
256
Stratos Wealth Advisors
Ohio
$1.08M +$15.1K +225 +1%
PPP
257
Private Portfolio Partners
New Jersey
$1.07M +$80.6K +1,198 +8%
NCM
258
Next Capital Management
New York
$1.05M +$743K +11,043 +240%
Financial Engines Advisors
259
Financial Engines Advisors
California
$1.04M – – –
CAG
260
Csenge Advisory Group
Florida
$1.03M +$1.03M +15,223 New
NL
261
NWAM LLC
Washington
$1.02M +$1.02M +15,188 New
LA
262
Legacy Advisors
Pennsylvania
$1.01M – – –
WA
263
WESPAC Advisors
California
$1M -$16.2K -241 -2%
SW
264
SteelPeak Wealth
California
$980K -$260K -3,858 -21%
TCM
265
Tandem Capital Management
New Jersey
$966K +$7.06K +105 +0.7%
SFG
266
Seamount Financial Group
Colorado
$964K +$20.8K +309 +2%
SP
267
Sequent Planning
Nebraska
$960K -$978K -14,533 -50%
Northern Trust
268
Northern Trust
Illinois
$960K – – –
AAA
269
American Alpha Advisors
New York
$956K +$956K +14,209 New
WT
270
Whittier Trust
California
$955K – – –
BWM
271
BCGM Wealth Management
Indiana
$954K -$108K -1,610 -10%
CGA
272
Crescent Grove Advisors
Illinois
$951K – – –
IRC
273
Investors Research Corp
Georgia
$940K +$42.7K +635 +5%
PIA
274
Perennial Investment Advisors
California
$936K +$43.5K +647 +5%
GVAG
275
Great Valley Advisor Group
Delaware
$935K -$3.5K -52 -0.4%
9 10
11
12 13