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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 %
ACM
426
AlphaStar Capital Management
North Carolina
$251K -$40.3K -599 -14%
SAI
427
Savvy Advisors Inc
New York
$251K +$38.2K +568 +18%
VWA
428
Visionary Wealth Advisors
Illinois
$248K +$248K +3,693 New
CC
429
Courier Capital
New York
$248K – – –
IIM
430
Ipswich Investment Management
Massachusetts
$247K – – –
NL
431
NVWM LLC
Pennsylvania
$243K – – –
AWA
432
ARQ Wealth Advisors
Arizona
$241K +$7.4K +111 +3%
OAM
433
Oppenheimer Asset Management
New York
$239K +$239K +3,547 New
WANY
434
Wealthspire Advisors (New York)
New York
$237K +$673 +10 +0.3%
CFG
435
Citizens Financial Group
Rhode Island
$232K -$673 -10 -0.3%
SPP
436
Single Point Partners
Massachusetts
$232K +$606 +9 +0.3%
LI
437
LVZ Inc
Michigan
$231K -$13.5K -201 -6%
Goldman Sachs
438
Goldman Sachs
New York
$231K +$231K +3,428 New
Empower Advisory Group
439
Empower Advisory Group
Colorado
$229K +$229K +3,406 New
CB
440
Commerce Bank
Missouri
$228K +$228K +3,386 New
SIG
441
Spinnaker Investment Group
California
$226K -$1.41K -21 -0.6%
BFA
442
Beaumont Financial Advisors
Massachusetts
$225K +$225K +3,352 New
PSF
443
Pacific Sun Financial
California
$221K – – –
D
444
Diversified
Delaware
$221K +$336 +5 +0.2%
DE
445
Diversified Enterprises
Delaware
$221K +$221K +3,281 New
BW
446
Bison Wealth
Georgia
$220K +$220K +3,268 New
BPA
447
Beacon Pointe Advisors
California
$217K -$4.57K -68 -2%
ITIM
448
Indiana Trust & Investment Management
Indiana
$216K – – –
CF
449
Centaurus Financial
California
$215K +$17K +253 +9%
BC
450
Barnett & Company
Tennessee
$214K -$6.46K -96 -3%
16 17
18
19 20