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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 %
GGS
376
Galvin Gaustad & Stein
Arizona
$351K +$202 +3 +0.1%
ACA
377
Aptus Capital Advisors
Alabama
$350K – – –
AAMA
378
Advanced Asset Management Advisors
Ohio
$344K – – –
HIM
379
Hanlon Investment Management
New Jersey
$343K +$343K +5,098 New
MFG
380
MidWestOne Financial Group
Iowa
$339K – – –
OA
381
Operose Advisors
Wisconsin
$339K – – –
HF
382
HRT Financial
New York
$337K +$337K +5,021 New
VC
383
Vestor Capital
Illinois
$336K – – –
SA
384
Strategic Advisors
New York
$335K +$4.24K +63 +1%
RWMG
385
Redwood Wealth Management Group
New Jersey
$335K -$25.1K -373 -7%
PA
386
Pinnacle Associates
New York
$328K -$166K -3,068 -34%
Pathstone Holdings
387
Pathstone Holdings
New Jersey
$328K – – –
APA
388
Astoria Portfolio Advisors
New York
$328K +$328K +4,852 New
CIR
389
Clear Investment Research
Georgia
$326K +$135 +2 +0%
LNWWM
390
Laird Norton Wetherby Wealth Management
California
$326K – – –
AFG
391
Atomi Financial Group
New York
$325K +$88.3K +1,312 +37%
VFA
392
Valeo Financial Advisors
Indiana
$320K +$1.48K +22 +0.5%
CGL
393
Clarius Group LLC
Washington
$320K +$50.4K +750 +19%
IWM
394
Iams Wealth Management
Nebraska
$315K +$315K +4,685 New
NW
395
NewEdge Wealth
Pennsylvania
$310K +$310K +4,607 New
GAA
396
Guardian Asset Advisors
Pennsylvania
$309K +$269 +4 +0.1%
CFB
397
Cullen/Frost Bankers
Texas
$305K +$49.6K +738 +19%
BWM
398
BCS Wealth Management
Tennessee
$303K +$303K +4,497 New
SYBT
399
Stock Yards Bank & Trust
Kentucky
$302K – – –
LWM
400
Lakeridge Wealth Management
Ohio
$300K – – –
14 15
16
17 18