SPHQ icon

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 %
SAF
376
Smith Anglin Financial
Texas
$208K +$208K +3,436 New
SPP
377
Single Point Partners
Massachusetts
$207K +$207K +3,424 New
NCM
378
Northwest Capital Management
Oregon
$206K – – –
SIG
379
Spinnaker Investment Group
California
$206K +$206K +3,404 New
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$205K +$5.8K +96 +3%
ITIM
381
Indiana Trust & Investment Management
Indiana
$194K – – –
RG
382
Retirement Group
California
$186K +$4.53K +75 +3%
NS
383
NBC Securities
Alabama
$172K – – –
PFBT
384
Parkside Financial Bank & Trust
Missouri
$162K – – –
UB
385
UMB Bank
Missouri
$160K – – –
Franklin Resources
386
Franklin Resources
California
$151K – – –
GAG
387
Goodman Advisory Group
Massachusetts
$150K +$150K +2,484 New
FFA
388
Farther Finance Advisors
California
$136K +$93.6K +1,550 +221%
Citigroup
389
Citigroup
New York
$133K -$2.54K -42 -2%
HNB
390
Huntington National Bank
Ohio
$132K -$118K – –
AP
391
Advisors Preferred
Maryland
$122K +$1.27K +21 +1%
SC
392
Solstein Capital
California
$121K – – –
TIM
393
Tortoise Investment Management
New York
$121K – – –
FIM
394
FWL Investment Management
Texas
$117K +$117K +1,937 New
AF
395
Advisornet Financial
Minnesota
$111K – – –
AWM
396
Aspire Wealth Management
Massachusetts
$109K – – –
BFPW
397
BOK Financial Private Wealth
Colorado
$105K +$105K +1,743 New
CTA
398
Colonial Trust Advisors
South Carolina
$104K +$31K +513 +43%
GJIA
399
Glass Jacobson Investment Advisors
Maryland
$104K +$48.1K +797 +87%
CFGS
400
Concourse Financial Group Securities
Alabama
$101K -$2.11M -34,931 -95%
14 15
16
17 18