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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
$804M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$121M
3
Morgan Stanley
Morgan Stanley
New York
$294M
4
LPL Financial
LPL Financial
California
$483M
5
VWM
Vigilare Wealth Management
Arizona
$38.5M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$834M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$277M
3
Osaic Holdings
Osaic Holdings
Arizona
$90.2M
4
FSA
Financial Services Advisory
Maryland
$545K
5
PCMC
Paragon Capital Management (Colorado)
Colorado
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
376
Trinity Wealth Management
Pennsylvania
$277K +$64 +1 +0%
ACM
377
AlphaStar Capital Management
North Carolina
$275K +$275K +4,333 New
VRM
378
Vectors Research Management
New York
$274K – – –
ANTB
379
AMG National Trust Bank
Colorado
$273K – – –
MWM
380
Maltin Wealth Management
New Jersey
$271K – – –
GWP
381
Gateway Wealth Partners
Wisconsin
$269K +$269K +4,239 New
SC
382
Savant Capital
Illinois
$266K +$266K +4,182 New
LFG
383
Larson Financial Group
Missouri
$265K +$4.89K +77 +2%
SHFA
384
SC&H Financial Advisors
Maryland
$256K +$191 +3 +0.1%
TSMHT
385
Thurston Springer Miller Herd & Titak
Indiana
$255K +$255K +4,008 New
CGL
386
Clarius Group LLC
Washington
$254K – – –
ACM
387
Armbruster Capital Management
New York
$254K – – –
Betterment LLC
388
Betterment LLC
New York
$244K +$244K +3,847 New
BC
389
Burney Company
Virginia
$244K – – –
CFB
390
Cullen/Frost Bankers
Texas
$241K – – –
BJL
391
Brighton Jones LLC
Washington
$241K +$241K +3,791 New
CC
392
Courier Capital
New York
$234K – – –
IIM
393
Ipswich Investment Management
Massachusetts
$234K – – –
CP
394
Creekside Partners
California
$232K +$232K +3,657 New
LI
395
LVZ Inc
Michigan
$231K – – –
NL
396
NVWM LLC
Pennsylvania
$230K -$60.2K -948 -21%
AFG
397
Atomi Financial Group
New York
$224K -$137K -2,159 -38%
WANY
398
Wealthspire Advisors (New York)
New York
$223K +$635 +10 +0.3%
AWA
399
ARQ Wealth Advisors
Arizona
$223K -$2.86K -45 -1%
HCC
400
Hirtle Callaghan & Co
Pennsylvania
$220K +$220K +3,464 New
14 15
16
17 18