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 %
PFS
276
Prospera Financial Services
Texas
$928K -$6.39M -94,917 -87%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$927K +$198K +2,950 +27%
AWM
278
Axxcess Wealth Management
California
$897K -$67.7K -1,006 -7%
CAAS
279
Capital Asset Advisory Services
Michigan
$888K -$69.1K -1,036 -7%
AMCA
280
Arthur M. Cohen & Associates
Illinois
$874K – – –
BWG
281
Balanced Wealth Group
Ohio
$857K -$60.2K -895 -7%
RPCA
282
Running Point Capital Advisors
California
$857K – – –
Mercer Global Advisors
283
Mercer Global Advisors
Colorado
$850K +$29.5K +441 +4%
FFA
284
Fragasso Financial Advisors
Pennsylvania
$844K -$34.2K -509 -4%
WIA
285
World Investment Advisors
California
$842K +$22.1K +329 +3%
IC
286
IEQ Capital
California
$834K – – –
RL
287
Retireful LLC
Michigan
$834K -$294K -4,371 -26%
PFG
288
PAX Financial Group
Texas
$822K +$523K +7,780 +175%
MG
289
Mather Group
Illinois
$816K -$4.78K -71 -0.6%
EFA
290
Evernest Financial Advisors
Indiana
$811K – – –
PA
291
PFG Advisors
Arizona
$805K -$52.7K -784 -6%
CWM
292
CarsonAllaria Wealth Management
Illinois
$802K – – –
EWA
293
EP Wealth Advisors
California
$794K +$1.82K +27 +0.2%
HAS
294
HBW Advisory Services
California
$788K +$219K +3,249 +38%
PFGIA
295
Patriot Financial Group Insurance Agency
Massachusetts
$772K +$46.6K +693 +6%
GJIA
296
Glass Jacobson Investment Advisors
Maryland
$771K +$258K +3,835 +50%
TPA
297
Trivium Point Advisory
Connecticut
$765K +$12.7K +186 +2%
KFI
298
Key Financial Inc
Pennsylvania
$738K +$20.6K +306 +3%
DFG
299
Dupree Financial Group
Kentucky
$728K +$73.5K +1,093 +11%
Bank of Montreal
300
Bank of Montreal
Ontario, Canada
$719K -$227K -3,375 -24%
10 11
12
13 14