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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 %
Northern Trust
276
Northern Trust
Illinois
$1M +$43.8K +653 +5%
BTD
277
BankPlus Trust Department
Mississippi
$998K +$998K +14,882 New
Citigroup
278
Citigroup
New York
$989K -$2.74M -40,879 -73%
IRC
279
Investors Research Corp
Georgia
$984K +$46.9K +700 +5%
CAG
280
Csenge Advisory Group
Florida
$966K -$54.9K -819 -5%
SFG
281
Seamount Financial Group
Colorado
$963K +$2.35K +35 +0.2%
TCM
282
Tandem Capital Management
New Jersey
$963K – – –
GVAG
283
Great Valley Advisor Group
Delaware
$961K +$30.3K +452 +3%
SW
284
SVB Wealth
Massachusetts
$961K +$961K +14,338 New
WT
285
Whittier Trust
California
$952K – – –
CGA
286
Crescent Grove Advisors
Illinois
$947K – – –
KWA
287
Kingswood Wealth Advisors
California
$937K +$937K +13,986 New
OC
288
Optima Capital
Oregon
$935K +$935K +13,950 New
EWA
289
EP Wealth Advisors
California
$933K +$142K +2,121 +18%
SA
290
Sovran Advisors
California
$930K +$930K +13,974 New
PFS
291
Prospera Financial Services
Texas
$929K +$4.69K +70 +0.5%
Renaissance Technologies
292
Renaissance Technologies
New York
$925K -$3.33M -49,700 -78%
PFGIA
293
Patriot Financial Group Insurance Agency
Massachusetts
$917K +$147K +2,199 +19%
BWM
294
BCGM Wealth Management
Indiana
$914K -$36.5K -545 -4%
SW
295
SlateStone Wealth
Florida
$901K -$318K -4,744 -26%
Mercer Global Advisors
296
Mercer Global Advisors
Colorado
$895K +$42.1K +628 +5%
GEA
297
Glen Eagle Advisors
New Jersey
$889K -$434K -6,480 -33%
CAAS
298
Capital Asset Advisory Services
Michigan
$887K -$9.36K -139 -1%
BWG
299
Balanced Wealth Group
Ohio
$887K -$1.67K -24 -0.2%
AWM
300
Axxcess Wealth Management
California
$882K -$11.8K -176 -1%
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