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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 %
TCWM
301
Total Clarity Wealth Management
Illinois
$546K +$312K +4,915 +133%
FSA
302
Financial Services Advisory
Maryland
$545K -$12.8M -201,506 -96%
HAS
303
HBW Advisory Services
California
$538K +$1.84K +29 +0.3%
FCH
304
Freestone Capital Holdings
Washington
$530K – – –
SMG
305
Smart Money Group
Texas
$528K +$969 +15 +0.2%
SFA
306
Sequoia Financial Advisors
Ohio
$522K +$635 +10 +0.1%
CIAS
307
Capital Investment Advisory Services
North Carolina
$520K -$29.6K -466 -5%
Brown Advisory
308
Brown Advisory
Maryland
$507K +$265K +4,170 +110%
VT
309
Vise Technologies
New York
$506K +$506K +7,963 New
PFBT
310
Parkside Financial Bank & Trust
Missouri
$499K +$328K +5,161 +192%
BMCM
311
Bryn Mawr Capital Management
Pennsylvania
$496K – – –
OWM
312
OneAscent Wealth Management
Alabama
$493K +$493K +7,761 New
SAG
313
SageView Advisory Group
California
$491K +$57.8K +910 +13%
LFAS
314
Level Four Advisory Services
Texas
$491K -$191K -3,000 -28%
PFA
315
Plotkin Financial Advisors
Maryland
$490K – – –
GJIA
316
Glass Jacobson Investment Advisors
Maryland
$485K +$376K +5,911 +345%
IWC
317
Integrated Wealth Concepts
Massachusetts
$482K -$112K -1,766 -19%
WCM
318
WealthBridge Capital Management
Ohio
$477K +$8.26K +130 +2%
PCH
319
PGIM Custom Harvest
New Jersey
$476K +$161K +2,536 +51%
RIA
320
Regal Investment Advisors
Michigan
$465K +$182K +2,864 +64%
BCG
321
Breakwater Capital Group
New Jersey
$464K -$11.7K -184 -2%
IA
322
IFP Advisors
Florida
$460K +$67K +1,054 +17%
SAM
323
Secure Asset Management
Michigan
$452K +$71K +1,117 +19%
US Bancorp
324
US Bancorp
Minnesota
$451K -$32.4K -510 -7%
FTUS
325
Flow Traders U.S.
New York
$443K +$443K +6,970 New
11 12
13
14 15