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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 %
ASN
251
Advisory Services Network
Georgia
$1.26M +$549K +8,186 +77%
PPP
252
Private Portfolio Partners
New Jersey
$1.26M +$190K +2,837 +18%
WTC
253
WhitTier Trust Company
Nevada
$1.26M – – –
WWM
254
WT Wealth Management
Arizona
$1.26M -$55.1K -822 -4%
SCM
255
Sage Capital Management
New Jersey
$1.25M -$12.2K -182 -1%
SPC
256
Sigma Planning Corp
Michigan
$1.24M +$95.7K +1,427 +8%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$1.23M +$85.4K +1,274 +7%
KA
258
Kovack Advisors
Florida
$1.22M -$6.7K -100 -0.5%
SAM
259
Silvercrest Asset Management
New York
$1.2M +$938 +14 +0.1%
GWM
260
Geneos Wealth Management
Colorado
$1.18M -$54K -806 -4%
AI
261
Atria Investments
North Carolina
$1.14M +$448K +6,682 +64%
GJIA
262
Glass Jacobson Investment Advisors
Maryland
$1.13M +$362K +5,406 +47%
Financial Engines Advisors
263
Financial Engines Advisors
California
$1.12M +$82.4K +1,230 +8%
SF
264
Synovus Financial
Georgia
$1.11M +$1.11M +16,551 New
SOS
265
Silver Oak Securities
Tennessee
$1.08M -$2.47M -36,709 -69%
SWA
266
Stratos Wealth Advisors
Ohio
$1.08M -$871 -13 -0.1%
HP
267
Holistic Planning
Texas
$1.06M -$111K -1,650 -9%
NCM
268
Next Capital Management
New York
$1.05M +$1.61K +24 +0.2%
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$1.04M +$111K +1,647 +12%
Brown Advisory
270
Brown Advisory
Maryland
$1.04M +$502K +7,486 +94%
PW
271
Potentia Wealth
California
$1.03M +$1.03M +15,338 New
OC
272
Oppenheimer & Co
New York
$1.03M +$416K +6,211 +68%
LA
273
Legacy Advisors
Pennsylvania
$1.01M – – –
AAA
274
American Alpha Advisors
New York
$1M +$49.5K +738 +5%
VWA
275
Visionary Wealth Advisors
Illinois
$1M +$754K +11,247 +305%
9 10
11
12 13