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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

474 hedge funds and large institutions have $5.97B invested in Invesco S&P 500 Quality ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+33
Holders Change %
+7.48%
% of All Funds
6.87%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.46%
New
63
Increased
185
Reduced
146
Closed
28
Calls
$876K
Puts
$387K
Net Calls
+$489K
Net Calls Change
+$489K

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$279M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$400M
3
Ameriprise
3
Ameriprise
Minnesota
$197M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$422M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$57M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$195M
2
CW
2
Connectus Wealth
Ohio
$3.45M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$47.2M
4
SGWM
4
Sterling Group Wealth Management
California
$228K
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$43.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
351
Regal Investment Advisors
Michigan
$269K +$7.37K +122 +3%
OFS
352
OneAscent Financial Services
Alabama
$266K +$41.1K +679 +18%
TWM
353
Trinity Wealth Management
Pennsylvania
$264K -$4.47K -74 -2%
VRM
354
Vectors Research Management
New York
$261K – – –
TFS
355
Thoroughbred Financial Services
Tennessee
$260K -$191K -3,175 -42%
ANTB
356
AMG National Trust Bank
Colorado
$260K – – –
MWM
357
Maltin Wealth Management
New Jersey
$258K -$33.3K -551 -11%
SWM
358
Spire Wealth Management
Virginia
$252K +$52.4K +868 +26%
LFG
359
Larson Financial Group
Missouri
$247K -$28K -464 -10%
SHFA
360
SC&H Financial Advisors
Maryland
$243K +$181 +3 +0.1%
CGL
361
Clarius Group LLC
Washington
$242K – – –
ACM
362
Armbruster Capital Management
New York
$242K – – –
RFN
363
Redwood Financial Network
Ohio
$238K -$6.34K -105 -3%
SL
364
Salomon & Ludwin
Virginia
$237K -$143K -2,369 -38%
BC
365
Burney Company
Virginia
$232K – – –
Brown Advisory
366
Brown Advisory
Maryland
$230K – – –
CFB
367
Cullen/Frost Bankers
Texas
$230K – – –
SGWM
368
Sterling Group Wealth Management
California
$228K -$21.4M -354,739 -99%
TCWM
369
Total Clarity Wealth Management
Illinois
$222K +$222K +3,682 New
CC
370
Courier Capital
New York
$222K +$222K +3,682 New
IIM
371
Ipswich Investment Management
Massachusetts
$222K +$222K +3,675 New
LI
372
LVZ Inc
Michigan
$219K +$219K +3,632 New
BC
373
Barnett & Company
Tennessee
$219K -$4.59K -76 -2%
AWA
374
ARQ Wealth Advisors
Arizona
$215K +$215K +3,551 New
WANY
375
Wealthspire Advisors (New York)
New York
$211K +$211K +3,499 New
13 14
15
16 17