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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
$804M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$121M
3
Morgan Stanley
Morgan Stanley
New York
$294M
4
LPL Financial
LPL Financial
California
$483M
5
VWM
Vigilare Wealth Management
Arizona
$38.5M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$834M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$277M
3
Osaic Holdings
Osaic Holdings
Arizona
$90.2M
4
FSA
Financial Services Advisory
Maryland
$545K
5
PCMC
Paragon Capital Management (Colorado)
Colorado
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
426
Advisornet Financial
Minnesota
$117K – – –
FIM
427
FWL Investment Management
Texas
$116K -$7.18K -113 -6%
AWM
428
Aspire Wealth Management
Massachusetts
$114K – – –
BFPW
429
BOK Financial Private Wealth
Colorado
$111K – – –
PWM
430
Partnership Wealth Management
Maryland
$101K – – –
AssetMark Inc
431
AssetMark Inc
California
$90.6K +$34.4K +541 +61%
JWA
432
JFS Wealth Advisors
Pennsylvania
$89.9K +$89.9K +1,415 New
VNA
433
Valley National Advisers
Pennsylvania
$89K – – –
PB
434
Pinnacle Bancorp
Nebraska
$78.9K +$127 +2 +0.2%
CTA
435
Colonial Trust Advisors
South Carolina
$76.6K -$32.6K -513 -30%
CFO
436
CVA Family Office
Colorado
$76.2K – – –
Kayne Anderson Rudnick Investment Management
437
Kayne Anderson Rudnick Investment Management
California
$73.7K – – –
CA
438
CoreCap Advisors
Michigan
$68.2K – – –
GWSG
439
GPS Wealth Strategies Group
Colorado
$64.6K +$13.2K +208 +26%
MSS
440
Mitchell Sinkler & Starr
Pennsylvania
$64.4K – – –
OSAM
441
O'Shaughnessy Asset Management
Connecticut
$62.8K – – –
CFGS
442
Concourse Financial Group Securities
Alabama
$59.5K -$47K -740 -44%
WIA
443
Wetzel Investment Advisors
Indiana
$53.4K +$22.9K +375 +75%
RTL
444
Red Tortoise LLC
Georgia
$52.7K +$64 +1 +0.1%
WWP
445
WR Wealth Planners
Missouri
$52.2K – – –
APC
446
Aspire Private Capital
North Carolina
$50.1K – – –
BNP Paribas Financial Markets
447
BNP Paribas Financial Markets
France
$49.5K -$7.69K -121 -13%
DFA
448
DHJJ Financial Advisors
Illinois
$46.3K +$64 +1 +0.1%
OP
449
ORG Partners
Indiana
$45.5K +$45.5K +716 New
GLR
450
Great Lakes Retirement
Ohio
$42.4K +$42.4K +668 New
16 17
18
19 20