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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 %
AMCA
301
Arthur M. Cohen & Associates
Illinois
$877K – – –
KCP
302
Kera Capital Partners
California
$864K +$864K +12,891 New
WA
303
WESPAC Advisors
California
$861K -$140K -2,088 -14%
RPCA
304
Running Point Capital Advisors
California
$854K – – –
NL
305
NWAM LLC
Washington
$850K -$168K -2,503 -16%
HAS
306
HBW Advisory Services
California
$849K +$64.2K +958 +8%
BPA
307
Beacon Pointe Advisors
California
$848K +$631K +9,416 +291%
FFA
308
Fragasso Financial Advisors
Pennsylvania
$845K +$3.49K +52 +0.4%
IC
309
IEQ Capital
California
$831K – – –
MG
310
Mather Group
Illinois
$813K – – –
RWP
311
Ridgeline Wealth Planning
Ohio
$808K +$808K +12,053 New
Millennium Management
312
Millennium Management
New York
$808K -$488K -7,276 -38%
EFA
313
Evernest Financial Advisors
Indiana
$808K – – –
WWA
314
Wingate Wealth Advisors
Massachusetts
$807K +$807K +12,037 New
CWM
315
CarsonAllaria Wealth Management
Illinois
$799K – – –
US Bancorp
316
US Bancorp
Minnesota
$798K +$345K +5,140 +76%
KFI
317
Key Financial Inc
Pennsylvania
$778K +$42.5K +634 +6%
PA
318
PFG Advisors
Arizona
$776K -$25.4K -379 -3%
LFAS
319
Level Four Advisory Services
Texas
$775K +$286K +4,271 +59%
RL
320
Retireful LLC
Michigan
$765K -$66.2K -988 -8%
IA
321
IFP Advisors
Florida
$758K +$337K +5,034 +80%
BCG
322
Breakwater Capital Group
New Jersey
$758K +$85.3K +1,273 +13%
TPA
323
Trivium Point Advisory
Connecticut
$749K -$871 -13 -0.1%
DFG
324
Dupree Financial Group
Kentucky
$748K +$22.6K +337 +3%
SFS
325
Symphony Financial Services
Ohio
$714K +$15.8K +236 +2%
11 12
13
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