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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 %
PCH
376
PGIM Custom Harvest
New Jersey
$474K -$27.5K -410 -5%
MSAM
377
Moloney Securities Asset Management
Missouri
$468K +$468K +6,989 New
AFO
378
Arrowroot Family Office
California
$459K +$43.8K +654 +11%
BCA
379
Bay Colony Advisors
Massachusetts
$459K +$7.17K +107 +2%
ACA
380
Aptus Capital Advisors
Alabama
$458K +$109K +1,626 +31%
SWM
381
Spire Wealth Management
Virginia
$455K +$19.6K +293 +5%
SAM
382
Secure Asset Management
Michigan
$443K +$22.4K +334 +5%
GLA
383
Good Life Advisors
Pennsylvania
$441K -$29.3K -437 -6%
AIC
384
Argus Investors Counsel
New York
$433K +$433K +6,467 New
SAW
385
Signal Advisors Wealth
Michigan
$429K +$429K +6,406 New
1WM
386
1900 Wealth Management
Texas
$429K -$15.8K -235 -4%
PCM
387
Parsons Capital Management
Rhode Island
$421K -$102K -1,518 -19%
PTP
388
Platform Technology Partners
New York
$419K +$419K +6,250 New
ISFAN
389
Investor's Fiduciary Advisor Network
Washington
$417K +$417K +6,231 New
BBWP
390
Beacon Bridge Wealth Partners
Pennsylvania
$416K +$30.1K +449 +8%
CG
391
CFO4Life Group
Texas
$412K – – –
IA
392
Insight Advisors
Pennsylvania
$412K -$537 -8 -0.1%
PWM
393
Perigon Wealth Management
California
$411K +$3.31K +49 +0.8%
GAA
394
Guardian Asset Advisors
Pennsylvania
$406K +$97.8K +1,459 +32%
KFGK
395
Keystone Financial Group (Kentucky)
Kentucky
$400K -$94.3K -1,407 -19%
IFPG
396
Intrepid Financial Planning Group
Indiana
$400K -$15.8K -236 -4%
CCM
397
Crew Capital Management
Ohio
$397K +$397K +5,926 New
VFA
398
Valeo Financial Advisors
Indiana
$396K +$76.8K +1,146 +24%
FSA
399
Financial Services Advisory
Maryland
$395K -$4.22K -63 -1%
BlackRock
400
BlackRock
New York
$393K +$26.9K +402 +7%
14 15
16
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