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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 %
AFG
426
Atomi Financial Group
New York
$327K +$2.82K +42 +0.9%
LWM
427
Lakeridge Wealth Management
Ohio
$327K +$28.1K +419 +9%
RWMG
428
Redwood Wealth Management Group
New Jersey
$326K -$7.84K -117 -2%
CIR
429
Clear Investment Research
Georgia
$325K +$67 +1 +0%
LNWWM
430
Laird Norton Wetherby Wealth Management
California
$324K -$871 -13 -0.3%
APA
431
Astoria Portfolio Advisors
New York
$323K +$67 +1 +0%
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$322K -$40K -597 -11%
MPWT
433
MassMutual Private Wealth & Trust
Connecticut
$320K +$28.6K +426 +10%
LA
434
Lifeworks Advisors
Michigan
$319K +$32.9K +491 +11%
CGL
435
Clarius Group LLC
Washington
$319K +$469 +7 +0.1%
BWM
436
BCS Wealth Management
Tennessee
$311K +$9.91K +148 +3%
TSMHT
437
Thurston Springer Miller Herd & Titak
Indiana
$309K +$48.3K +720 +19%
DI
438
Disciplined Investors
Texas
$309K +$309K +4,651 New
TCWM
439
Total Clarity Wealth Management
Illinois
$307K -$275K -4,102 -47%
KCM
440
KM Capital Management
Texas
$303K +$15K +224 +5%
SYBT
441
Stock Yards Bank & Trust
Kentucky
$301K – – –
BCM
442
Beaumont Capital Management
Massachusetts
$299K -$1.32M -19,633 -82%
SC
443
Savant Capital
Illinois
$297K – – –
HR
444
Hardy Reed
Mississippi
$297K – – –
OAS
445
Optivise Advisory Services
Tennessee
$293K -$1.58M -23,574 -84%
Betterment LLC
446
Betterment LLC
New York
$293K -$1.94K -29 -0.7%
SIC
447
Sage Investment Counsel
Tennessee
$291K +$291K +4,344 New
VRM
448
Vectors Research Management
New York
$289K – – –
TWM
449
Trinity Wealth Management
Pennsylvania
$288K +$67 +1 +0%
ANTB
450
AMG National Trust Bank
Colorado
$288K – – –
16 17
18
19 20