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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 %
LIM
276
Leavell Investment Management
Alabama
$741K +$95K +1,495 +15%
MG
277
Mather Group
Illinois
$737K -$43.8K -725 -6%
EL
278
EMFO LLC
Florida
$734K +$188K +2,956 +34%
WI
279
Wintrust Investments
Illinois
$717K +$99.3K +1,564 +16%
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$699K +$43.3K +671 +7%
TPA
281
Trivium Point Advisory
Connecticut
$699K – – –
SIA
282
Strategic Investment Advisors
Michigan
$687K +$20.7K +326 +3%
PFGIA
283
Patriot Financial Group Insurance Agency
Massachusetts
$685K +$60.4K +951 +10%
SFS
284
Symphony Financial Services
Ohio
$679K +$679K +10,516 New
KFI
285
Key Financial Inc
Pennsylvania
$678K +$31.8K +500 +5%
ASN
286
Advisory Services Network
Georgia
$674K +$5.21K +82 +0.8%
NYLIM
287
New York Life Investment Management
New York
$663K +$663K +10,439 New
DADC
288
D.A. Davidson & Co
Montana
$660K +$36.5K +575 +6%
CWM
289
Collaborative Wealth Management
Florida
$625K -$35K -551 -5%
DFG
290
Dupree Financial Group
Kentucky
$619K +$619K +9,734 New
TFS
291
Thoroughbred Financial Services
Tennessee
$616K +$342K +5,394 +125%
EWA
292
EverSource Wealth Advisors
Alabama
$613K -$49.7K -770 -8%
VCA
293
Verdence Capital Advisors
Maryland
$607K +$78.5K +1,235 +15%
LCM
294
Lunt Capital Management
Utah
$606K – – –
AWA
295
Alta Wealth Advisors
Massachusetts
$598K +$572 +9 +0.1%
PA
296
Pinnacle Associates
New York
$580K +$195K +3,068 +51%
OC
297
Oppenheimer & Co
New York
$579K -$7.56K -119 -1%
GT
298
Glenview Trust
Kentucky
$563K – – –
HBW
299
Hazlett, Burt & Watson
West Virginia
$561K +$94.9K +1,487 +20%
BWM
300
Birchcreek Wealth Management
Ohio
$560K -$294K -4,629 -34%
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