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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 %
WS
326
Wedbush Securities
California
$441K +$21.8K +343 +5%
FIA
327
Foundations Investment Advisors
Arizona
$422K +$422K +6,634 New
1WM
328
1900 Wealth Management
Texas
$421K -$2.92K -46 -0.7%
FFA
329
Farther Finance Advisors
California
$420K +$277K +4,365 +194%
FCI
330
Financial Counselors Inc
Kansas
$419K – – –
IFPG
331
Intrepid Financial Planning Group
Indiana
$417K -$22.2K -350 -5%
OL
332
Owen LaRue
Kentucky
$412K +$63.5K +1,000 +18%
LCGC
333
Legacy Capital Group California
California
$407K +$407K +6,407 New
BlackRock
334
BlackRock
New York
$401K – – –
ACM
335
Advance Capital Management
Michigan
$400K +$400K +6,293 New
CG
336
CFO4Life Group
Texas
$391K – – –
IA
337
Insight Advisors
Pennsylvania
$390K – – –
MWM
338
Mission Wealth Management
California
$378K -$359K -5,653 -49%
AFO
339
Arrowroot Family Office
California
$363K – – –
BCA
340
Bay Colony Advisors
Massachusetts
$356K +$356K +5,609 New
LWMG
341
Levy Wealth Management Group
Pennsylvania
$354K +$3.88K +61 +1%
PWM
342
Perigon Wealth Management
California
$350K +$127 +2 +0%
BFO
343
Biltmore Family Office
North Carolina
$349K – – –
AAMA
344
Advanced Asset Management Advisors
Ohio
$344K -$14.6K -229 -4%
BOM
345
Bank of Marin
California
$342K +$15.1K +238 +5%
RFN
346
Redwood Financial Network
Ohio
$341K +$90.2K +1,419 +36%
RWMG
347
Redwood Wealth Management Group
New Jersey
$340K -$4.45K -70 -1%
BWA
348
BCU Wealth Advisors
Illinois
$338K +$762 +12 +0.2%
CCA
349
Clearwater Capital Advisors
Illinois
$333K – – –
LIA
350
LBMC Investment Advisors
Tennessee
$332K -$2.73K -43 -0.8%
12 13
14
15 16