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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 %
WS
326
Wedbush Securities
California
$544K +$76.9K +1,143 +16%
SMG
327
Smart Money Group
Texas
$538K +$1.51K +23 +0.3%
Brown Advisory
328
Brown Advisory
Maryland
$537K – – –
EWA
329
EverSource Wealth Advisors
Alabama
$531K -$107K -1,597 -17%
BMCM
330
Bryn Mawr Capital Management
Pennsylvania
$525K – – –
PCM
331
Parsons Capital Management
Rhode Island
$525K -$387K -5,758 -42%
HBW
332
Hazlett, Burt & Watson
West Virginia
$508K -$83.5K -1,241 -14%
IWC
333
Integrated Wealth Concepts
Massachusetts
$506K -$4.17K -62 -0.8%
TWM
334
TCFG Wealth Management
California
$505K +$505K +7,506 New
RFN
335
Redwood Financial Network
Ohio
$504K +$143K +2,122 +40%
PCH
336
PGIM Custom Harvest
New Jersey
$504K – – –
SAG
337
SageView Advisory Group
California
$503K -$16.8K -249 -3%
WCM
338
WealthBridge Capital Management
Ohio
$503K -$2.15K -32 -0.4%
KFGK
339
Keystone Financial Group (Kentucky)
Kentucky
$496K +$496K +7,372 New
CIAS
340
Capital Investment Advisory Services
North Carolina
$489K -$61K -907 -11%
TSS
341
Two Sigma Securities
New York
$482K +$482K +7,163 New
LFAS
342
Level Four Advisory Services
Texas
$479K -$28.2K -430 -6%
DWM
343
Denver Wealth Management
Colorado
$476K +$476K +7,081 New
PFA
344
Plotkin Financial Advisors
Maryland
$473K -$45.6K -678 -9%
GLA
345
Good Life Advisors
Pennsylvania
$472K +$472K +7,014 New
KIA
346
Kraematon Investment Advisors
Massachusetts
$472K +$472K +7,018 New
US Bancorp
347
US Bancorp
Minnesota
$455K -$21.5K -319 -4%
BCA
348
Bay Colony Advisors
Massachusetts
$453K +$76K +1,130 +20%
1WM
349
1900 Wealth Management
Texas
$446K – – –
SWM
350
Spire Wealth Management
Virginia
$436K +$85.1K +1,265 +24%
12 13
14
15 16