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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 %
SIA
301
Strategic Investment Advisors
Michigan
$702K -$24.8K -369 -3%
AI
302
Atria Investments
North Carolina
$699K +$699K +10,395 New
SFS
303
Symphony Financial Services
Ohio
$694K -$6.53K -98 -0.9%
WWM
304
WJ Wealth Management
Arizona
$692K -$193K -2,868 -22%
VCA
305
Verdence Capital Advisors
Maryland
$687K +$44.3K +658 +7%
BCG
306
Breakwater Capital Group
New Jersey
$675K +$183K +2,727 +37%
DADC
307
D.A. Davidson & Co
Montana
$674K -$24K -357 -3%
ASN
308
Advisory Services Network
Georgia
$674K – – –
DC
309
Davenport & Co
Virginia
$655K +$655K +9,744 New
CWM
310
Collaborative Wealth Management
Florida
$648K -$13.5K -200 -2%
OW
311
Olistico Wealth
Oklahoma
$648K -$138K -2,049 -18%
LCM
312
Lunt Capital Management
Utah
$642K – – –
AWA
313
Alta Wealth Advisors
Massachusetts
$633K +$605 +9 +0.1%
VT
314
Vise Technologies
New York
$631K +$95.5K +1,420 +18%
AP
315
Advisors Preferred
Maryland
$613K +$613K +9,176 New
OC
316
Oppenheimer & Co
New York
$612K -$1.01K -15 -0.2%
AWE
317
Avidian Wealth Enterprises
Texas
$610K -$238K -3,542 -28%
GT
318
Glenview Trust
Kentucky
$596K – – –
TCWM
319
Total Clarity Wealth Management
Illinois
$584K +$5.92K +88 +1%
CA
320
Clearstead Advisors
Ohio
$571K -$221K -3,289 -28%
BCM
321
Brookstone Capital Management
Illinois
$569K +$346K +5,150 +156%
ACM
322
Advance Capital Management
Michigan
$561K +$138K +2,046 +33%
FCH
323
Freestone Capital Holdings
Washington
$561K – – –
FTUS
324
Flow Traders U.S.
New York
$558K +$89K +1,323 +19%
SFA
325
Sequoia Financial Advisors
Ohio
$553K +$673 +10 +0.1%
11 12
13
14 15