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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 %
VCA
351
Verdence Capital Advisors
Maryland
$624K -$60.5K -902 -9%
RFA
352
Reyes Financial Architecture
California
$613K +$613K +9,152 New
HBW
353
Hazlett, Burt & Watson
West Virginia
$612K +$106K +1,590 +21%
PA
354
Pinnacle Associates
New York
$610K +$204K +3,038 +50%
AWE
355
Avidian Wealth Enterprises
Texas
$582K -$25.9K -387 -4%
CWM
356
Collaborative Wealth Management
Florida
$577K -$69.2K -1,033 -11%
CFB
357
Cullen/Frost Bankers
Texas
$572K +$268K +3,995 +88%
CA
358
Clearstead Advisors
Ohio
$568K – – –
WCM
359
WealthBridge Capital Management
Ohio
$568K +$67K +1,000 +13%
KIA
360
Kraematon Investment Advisors
Massachusetts
$559K +$88.8K +1,325 +19%
ACM
361
Advance Capital Management
Michigan
$559K – – –
SFA
362
Sequoia Financial Advisors
Ohio
$554K +$2.75K +41 +0.5%
SMG
363
Smart Money Group
Texas
$551K +$1.54K +23 +0.3%
OP
364
ORG Partners
Indiana
$537K +$134K +2,002 +33%
BMCM
365
Bryn Mawr Capital Management
Pennsylvania
$523K – – –
PFA
366
Plotkin Financial Advisors
Maryland
$521K +$50.3K +750 +11%
Jane Street
367
Jane Street
New York
$515K -$753K -11,234 -59%
FCH
368
Freestone Capital Holdings
Washington
$514K -$44.3K -661 -8%
KIM
369
Kane Investment Management
California
$506K +$506K +7,549 New
RIS
370
Richmond Investment Services
Wisconsin
$506K +$506K +7,546 New
HFA
371
Hershey Financial Advisers
Pennsylvania
$505K +$505K +7,529 New
TWM
372
TCFG Wealth Management
California
$503K – – –
CIAS
373
Capital Investment Advisory Services
North Carolina
$500K +$12.9K +193 +3%
NAM
374
NorthCrest Asset Manangement
Minnesota
$483K +$483K +7,204 New
DWM
375
Denver Wealth Management
Colorado
$477K +$2.55K +38 +0.5%
13 14
15
16 17