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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
+$753M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$121M
3
Morgan Stanley
Morgan Stanley
New York
+$89M
4
LPL Financial
LPL Financial
California
+$52.4M
5
VWM
Vigilare Wealth Management
Arizona
+$36.9M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$39.8M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$16.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$15.8M
4
FSA
Financial Services Advisory
Maryland
-$12.8M
5
PCMC
Paragon Capital Management (Colorado)
Colorado
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
401
OneAscent Financial Services
Alabama
$220K -$59.9K -940 -21%
CFG
402
Citizens Financial Group
Rhode Island
$220K +$220K +3,461 New
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$219K +$2.99K +47 +1%
SPP
404
Single Point Partners
Massachusetts
$218K +$635 +10 +0.3%
SIG
405
Spinnaker Investment Group
California
$215K -$1.08K -17 -0.5%
BCM
406
Brookstone Capital Management
Illinois
$214K +$214K +3,302 New
BPA
407
Beacon Pointe Advisors
California
$210K +$210K +3,301 New
PSF
408
Pacific Sun Financial
California
$209K +$209K +3,290 New
BC
409
Barnett & Company
Tennessee
$208K -$22.1K -348 -10%
D
410
Diversified
Delaware
$208K +$208K +3,276 New
ITIM
411
Indiana Trust & Investment Management
Indiana
$204K – – –
SAI
412
Savvy Advisors Inc
New York
$201K +$201K +3,165 New
CF
413
Centaurus Financial
California
$187K +$187K +2,945 New
NS
414
NBC Securities
Alabama
$181K – – –
Franklin Resources
415
Franklin Resources
California
$169K +$10K +158 +6%
WWM
416
Wagner Wealth Management
South Carolina
$168K +$162K +2,545 +2,520%
UB
417
UMB Bank
Missouri
$168K – – –
SPIA
418
Steward Partners Investment Advisory
New York
$158K -$129K -2,037 -45%
GA
419
GFS Advisors
Texas
$153K +$153K +15,978 New
HNB
420
Huntington National Bank
Ohio
$138K -$132K – –
TIM
421
Tortoise Investment Management
New York
$133K +$6.42K +101 +5%
Russell Investments Group
422
Russell Investments Group
United Kingdom
$133K +$133K +2,100 New
SC
423
Solstein Capital
California
$127K – – –
SL
424
Salomon & Ludwin
Virginia
$125K -$125K -1,966 -50%
IGWM
425
ICA Group Wealth Management
Colorado
$122K -$670K -10,538 -85%
15 16
17
18 19