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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 %
AUIM
401
Aegon USA Investment Management
Iowa
$384K – – –
WCP
402
Wick Capital Partners
Pennsylvania
$382K +$382K +5,693 New
NG
403
Novem Group
New York
$378K +$378K +5,634 New
RCA
404
Runnymede Capital Advisors
Ohio
$374K +$374K +5,576 New
FCI
405
Financial Counselors Inc
Kansas
$373K +$15.2K +227 +4%
MWM
406
Mission Wealth Management
California
$373K -$12K -179 -3%
TF
407
Trek Financial
Arizona
$369K +$369K +5,508 New
BFO
408
Biltmore Family Office
North Carolina
$369K – – –
AWM
409
AE Wealth Management
Kansas
$365K -$33.4K -498 -8%
AAMA
410
Advanced Asset Management Advisors
Ohio
$363K – – –
WF
411
WoodTrust Financial
Wisconsin
$363K -$5.56K -83 -2%
GWP
412
Gateway Wealth Partners
Wisconsin
$362K +$9.99K +149 +3%
BOM
413
Bank of Marin
California
$361K – – –
BWA
414
BCU Wealth Advisors
Illinois
$358K +$804 +12 +0.2%
FWM
415
Foguth Wealth Management
Michigan
$356K +$356K +5,133 New
NW
416
NewEdge Wealth
Pennsylvania
$353K +$44.4K +662 +14%
CCA
417
Clearwater Capital Advisors
Illinois
$352K – – –
LIA
418
LBMC Investment Advisors
Tennessee
$351K – – –
GGS
419
Galvin Gaustad & Stein
Arizona
$350K +$201 +3 +0.1%
MFG
420
MidWestOne Financial Group
Iowa
$338K – – –
OA
421
Operose Advisors
Wisconsin
$337K – – –
VC
422
Vestor Capital
Illinois
$335K +$670 +10 +0.2%
SA
423
Strategic Advisors
New York
$334K – – –
HIM
424
Hanlon Investment Management
New Jersey
$328K -$13.4K -200 -4%
Pathstone Holdings
425
Pathstone Holdings
New Jersey
$327K +$670 +10 +0.2%
15 16
17
18 19