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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 %
BCM
326
Brookstone Capital Management
Illinois
$711K +$144K +2,150 +25%
GT
327
Glenview Trust
Kentucky
$708K +$114K +1,700 +19%
APCM
328
Alaska Permanent Capital Management
Alaska
$706K -$31M -462,371 -98%
SIA
329
Strategic Investment Advisors
Michigan
$703K +$2.95K +44 +0.4%
DADC
330
D.A. Davidson & Co
Montana
$698K +$25.7K +384 +4%
TIM
331
Tortoise Investment Management
New York
$694K +$553K +8,250 +393%
WP
332
WMS Partners
Maryland
$694K +$694K +10,348 New
WIA
333
World Investment Advisors
California
$692K -$147K -2,193 -18%
SP
334
Sequent Planning
Nebraska
$691K -$266K -3,968 -28%
HSBC Holdings
335
HSBC Holdings
United Kingdom
$670K +$670K +10,000 New
CC
336
Commons Capital
Massachusetts
$669K +$669K +9,988 New
SG
337
StoneX Group
New York
$669K +$669K +9,979 New
DC
338
Davenport & Co
Virginia
$666K +$12.6K +188 +2%
IWC
339
Integrated Wealth Concepts
Massachusetts
$656K +$152K +2,266 +30%
SAG
340
SageView Advisory Group
California
$654K +$152K +2,273 +30%
LCM
341
Lunt Capital Management
Utah
$652K +$12.2K +182 +2%
WWM
342
WJ Wealth Management
Arizona
$647K -$42.4K -632 -6%
SWA
343
Serenus Wealth Advisors
California
$646K +$646K +9,642 New
HWP
344
Hibernia Wealth Partners
Louisiana
$646K -$847K -12,638 -57%
RFN
345
Redwood Financial Network
Ohio
$644K +$142K +2,119 +28%
AWA
346
Alta Wealth Advisors
Massachusetts
$644K +$12.7K +190 +2%
OW
347
Olistico Wealth
Oklahoma
$636K -$10.1K -150 -2%
PC
348
Promus Capital
Illinois
$636K +$636K +9,483 New
GIM
349
Goelzer Investment Management
Indiana
$628K +$628K +9,370 New
Bank of Montreal
350
Bank of Montreal
Ontario, Canada
$628K -$89.9K -1,341 -13%
12 13
14
15 16