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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 %
TCM
276
Tandem Capital Management
New Jersey
$579K +$1.81K +30 +0.3%
Bank of Montreal
277
Bank of Montreal
Ontario, Canada
$577K +$2.84K +47 +0.5%
LCM
278
Lunt Capital Management
Utah
$577K -$602K -9,956 -51%
AWA
279
Alta Wealth Advisors
Massachusetts
$568K +$5.8K +96 +1%
IWC
280
Integrated Wealth Concepts
Massachusetts
$565K -$147K -2,441 -21%
OC
281
Oppenheimer & Co
New York
$558K -$2.05K -34 -0.4%
CWC
282
Carolinas Wealth Consulting
North Carolina
$558K -$3.81K -63 -0.7%
GT
283
Glenview Trust
Kentucky
$536K – – –
CA
284
Clearstead Advisors
Ohio
$533K +$74.2K +1,233 +16%
CIAS
285
Capital Investment Advisory Services
North Carolina
$522K +$17.9K +297 +4%
EL
286
EMFO LLC
Florida
$520K +$121 +2 +0%
FCH
287
Freestone Capital Holdings
Washington
$504K – – –
VCA
288
Verdence Capital Advisors
Maryland
$503K +$13.4K +222 +3%
SFA
289
Sequoia Financial Advisors
Ohio
$495K -$31.8K -527 -6%
SMG
290
Smart Money Group
Texas
$476K -$12.5K -215 -3%
KFGK
291
Keystone Financial Group (Kentucky)
Kentucky
$474K +$6.22K +103 +1%
BMCM
292
Bryn Mawr Capital Management
Pennsylvania
$472K – – –
PFA
293
Plotkin Financial Advisors
Maryland
$466K – – –
KPWS
294
Kestra Private Wealth Services
Texas
$462K -$98.6K -1,632 -18%
US Bancorp
295
US Bancorp
Minnesota
$459K -$62.4K -1,032 -12%
HAS
296
HBW Advisory Services
California
$456K – – –
BCG
297
Breakwater Capital Group
New Jersey
$453K -$14.1K -234 -3%
PCIA
298
Prime Capital Investment Advisors
Kansas
$449K -$65.5K -1,084 -13%
WCM
299
WealthBridge Capital Management
Ohio
$446K – – –
HBW
300
Hazlett, Burt & Watson
West Virginia
$441K +$72.9K +1,207 +20%
10 11
12
13 14