SPHQ icon

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 %
SAM
351
Secure Asset Management
Michigan
$422K -$56.3K -837 -12%
IA
352
IFP Advisors
Florida
$422K -$64.7K -962 -13%
LCGC
353
Legacy Capital Group California
California
$419K -$12.1K -180 -3%
AFO
354
Arrowroot Family Office
California
$417K +$32.7K +486 +9%
IFPG
355
Intrepid Financial Planning Group
Indiana
$416K -$24.8K -369 -6%
CG
356
CFO4Life Group
Texas
$414K – – –
IA
357
Insight Advisors
Pennsylvania
$413K +$538 +8 +0.1%
PWM
358
Perigon Wealth Management
California
$405K +$35.4K +526 +10%
OP
359
ORG Partners
Indiana
$405K +$357K +5,300 +740%
FSA
360
Financial Services Advisory
Maryland
$401K -$177K -2,627 -31%
AWM
361
AE Wealth Management
Kansas
$399K -$6.02M -89,487 -94%
AWM
362
Aspire Wealth Management
Massachusetts
$393K +$272K +4,046 +225%
BBWP
363
Beacon Bridge Wealth Partners
Pennsylvania
$388K +$388K +5,762 New
MWM
364
Mission Wealth Management
California
$387K -$13.5K -201 -3%
AUIM
365
Aegon USA Investment Management
Iowa
$385K +$385K +5,725 New
WF
366
WoodTrust Financial
Wisconsin
$370K +$370K +5,505 New
BFO
367
Biltmore Family Office
North Carolina
$370K – – –
BlackRock
368
BlackRock
New York
$367K -$58K -862 -14%
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$364K +$18.5K +275 +5%
BOM
370
Bank of Marin
California
$363K – – –
FCI
371
Financial Counselors Inc
Kansas
$360K -$84.1K -1,250 -19%
BWA
372
BCU Wealth Advisors
Illinois
$358K +$740 +11 +0.2%
GWP
373
Gateway Wealth Partners
Wisconsin
$353K +$68K +1,011 +24%
CCA
374
Clearwater Capital Advisors
Illinois
$353K – – –
LIA
375
LBMC Investment Advisors
Tennessee
$352K – – –
13 14
15
16 17