SPHQ icon

Invesco S&P 500 Quality ETF

441 hedge funds and large institutions have $4.86B invested in Invesco S&P 500 Quality ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 168 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+38
Holders Change %
+9.43%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.43%
New
72
Increased
168
Reduced
132
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWA
401
FSC Wealth Advisors
New York
$24.4K
SA
402
SRH Advisors
Kansas
$24.3K
WIA
403
Wetzel Investment Advisors
Indiana
$24K +$24K +438 New
RFG
404
REAP Financial Group
Texas
$22.2K +$22.2K +410 New
WT
405
Washington Trust
Rhode Island
$22K
GTAM
406
Global Trust Asset Management
Florida
$21.9K
BFEC
407
Benjamin F. Edwards & Company
Missouri
$20K
POIA
408
Pin Oak Investment Advisors
Texas
$19K
FHA
409
First Horizon Advisors
Tennessee
$16.5K
VF
410
VitalStone Financial
Texas
$16K
PCFFS
411
Pacific Center for Financial Services
California
$15.3K
EC
412
EdgeRock Capital
Colorado
$14.4K +$14.4K +254 New
PCA
413
Providence Capital Advisors
North Carolina
$11.9K
SIC
414
Salem Investment Counselors
North Carolina
$11.6K +$11.6K +215 New
FDCDDQ
415
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8K -$10.5K -195 -49%
Jones Financial Companies
416
Jones Financial Companies
Missouri
$10.8K +$10.8K +200 New
EWA
417
EverSource Wealth Advisors
Alabama
$10.2K
GT
418
Glenmede Trust
Pennsylvania
$9.9K
WWM
419
Wolff Wiese Magana
California
$9.46K -$21.1K -391 -69%
PFA
420
Pathway Financial Advisers
Indiana
$9.45K +$54 +1 +0.6%
SCM
421
SevenOneSeven Capital Management
Pennsylvania
$9.35K +$9.35K +165 New
HCA
422
Heck Capital Advisors
Wisconsin
$8.27K
CJ
423
Caitlin John
Michigan
$6.89K +$6.89K +127 New
ME
424
McIlrath & Eck
Washington
$6.3K +$6.3K +116 New
AC
425
AlphaCore Capital
California
$6.15K