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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 %
SC
401
Savant Capital
Illinois
$298K +$17.1K +254 +6%
HR
402
Hardy Reed
Mississippi
$298K +$298K +4,433 New
Betterment LLC
403
Betterment LLC
New York
$296K +$37.1K +552 +14%
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$293K +$61K +907 +26%
VRM
405
Vectors Research Management
New York
$290K – – –
TWM
406
Trinity Wealth Management
Pennsylvania
$289K -$4.37K -65 -1%
ANTB
407
AMG National Trust Bank
Colorado
$289K – – –
KCM
408
KM Capital Management
Texas
$289K -$5.31K -79 -2%
LA
409
Lifeworks Advisors
Michigan
$287K -$41.5K -617 -13%
MWM
410
Maltin Wealth Management
New Jersey
$287K – – –
AA
411
Ancora Advisors
Ohio
$287K +$287K +4,268 New
LFG
412
Larson Financial Group
Missouri
$283K +$2.36K +35 +0.8%
FAT
413
First American Trust
California
$283K -$24.2K -359 -8%
CL
414
Choreo LLC
Illinois
$281K +$281K +4,207 New
AG
415
Ascent Group
Virginia
$279K +$279K +4,152 New
SHFA
416
SC&H Financial Advisors
Maryland
$271K +$202 +3 +0.1%
ACM
417
Armbruster Capital Management
New York
$269K – – –
GTAM
418
Global Trust Asset Management
Florida
$267K +$240K +3,560 +881%
NS
419
NBC Securities
Alabama
$266K +$74.6K +1,111 +39%
TSMHT
420
Thurston Springer Miller Herd & Titak
Indiana
$261K -$8.14K -121 -3%
PFBT
421
Parkside Financial Bank & Trust
Missouri
$260K -$268K -3,983 -51%
BC
422
Burney Company
Virginia
$258K – – –
BJL
423
Brighton Jones LLC
Washington
$255K +$404 +6 +0.2%
EFG
424
Everhart Financial Group
Ohio
$255K +$255K +3,795 New
AQR Capital Management
425
AQR Capital Management
Connecticut
$252K +$252K +3,746 New
15 16
17
18 19