SPHQ icon

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 %
SWM
351
Spire Wealth Management
Virginia
$332K +$67.2K +1,058 +25%
GGS
352
Galvin Gaustad & Stein
Arizona
$331K +$254 +4 +0.1%
ACA
353
Aptus Capital Advisors
Alabama
$331K -$25.6K -403 -7%
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$326K +$20.6K +325 +7%
Citigroup
355
Citigroup
New York
$324K +$185K +2,905 +132%
MFG
356
MidWestOne Financial Group
Iowa
$321K +$321K +5,045 New
OA
357
Operose Advisors
Wisconsin
$320K +$381 +6 +0.1%
BBHC
358
Brown Brothers Harriman & Co
New York
$318K – – –
VC
359
Vestor Capital
Illinois
$317K – – –
SA
360
Strategic Advisors
New York
$313K – – –
LA
361
Lifeworks Advisors
Michigan
$311K -$24.5K -386 -7%
Pathstone Holdings
362
Pathstone Holdings
New Jersey
$310K – – –
LNWWM
363
Laird Norton Wetherby Wealth Management
California
$308K -$191 -3 -0.1%
CIR
364
Clear Investment Research
Georgia
$308K +$127 +2 +0%
C
365
CEDRUS
Colorado
$301K +$301K +4,739 New
VFA
366
Valeo Financial Advisors
Indiana
$301K +$2.1K +33 +0.7%
NCM
367
Next Capital Management
New York
$292K – – –
GAA
368
Guardian Asset Advisors
Pennsylvania
$292K +$6.04K +95 +2%
FAT
369
First American Trust
California
$290K +$3.24K +51 +1%
PCIA
370
Prime Capital Investment Advisors
Kansas
$289K -$183K -2,879 -39%
TRCT
371
Tower Research Capital (TRC)
New York
$288K +$255K +4,014 +763%
SYBT
372
Stock Yards Bank & Trust
Kentucky
$286K – – –
LWM
373
Lakeridge Wealth Management
Ohio
$283K – – –
PFG
374
PAX Financial Group
Texas
$282K +$282K +4,439 New
KCM
375
KM Capital Management
Texas
$278K +$278K +4,372 New
13 14
15
16 17