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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

474 hedge funds and large institutions have $5.97B invested in Invesco S&P 500 Quality ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+33
Holders Change %
+7.48%
% of All Funds
6.87%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.46%
New
63
Increased
185
Reduced
146
Closed
28
Calls
$876K
Puts
$387K
Net Calls
+$489K
Net Calls Change
+$489K

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$279M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$400M
3
Ameriprise
3
Ameriprise
Minnesota
$197M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$422M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$57M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$195M
2
CW
2
Connectus Wealth
Ohio
$3.45M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$47.2M
4
SGWM
4
Sterling Group Wealth Management
California
$228K
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$43.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
451
Heck Capital Advisors
Wisconsin
$9.24K – – –
CT
452
Clearstead Trust
Maine
$8.7K +$8.7K +144 New
SSB
453
Sandy Spring Bank
Maryland
$7.8K +$7.8K +129 New
CJ
454
Caitlin John
Michigan
$7.79K +$121 +2 +2%
ME
455
McIlrath & Eck
Washington
$7.06K +$60 +1 +0.9%
CSB
456
City State Bank
Iowa
$7K – – –
Simplex Trading
457
Simplex Trading
Illinois
$7K +$1.07K +18 +18%
PCM
458
Penserra Capital Management
California
$7K +$7K +128 New
FM
459
Family Management
New York
$6.89K +$6.89K +114 New
JFA
460
JNBA Financial Advisors
Minnesota
$6.71K +$6.71K +111 New
WWM
461
Wagner Wealth Management
South Carolina
$6.1K +$6.1K +101 New
CA
462
Crewe Advisors
Utah
$5.44K – – –
GWANC
463
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.38K +$5.38K +89 New
National Bank of Canada
464
National Bank of Canada
Quebec, Canada
$4.45K -$1.92K -32 -30%
EWM
465
EPG Wealth Management
Georgia
$3.99K +$3.99K +66 New
AAG
466
Armstrong Advisory Group
Massachusetts
$3.84K – – –
HT
467
Headlands Technologies
Illinois
$3.81K +$3.81K +63 New
NRG
468
Nemes Rush Group
Michigan
$3.69K +$1.33K +22 +56%
TFA
469
Toth Financial Advisory
Virginia
$2.44K – – –
EWM
470
Evermay Wealth Management
Virginia
$2.42K – – –
NFSG
471
Newbridge Financial Services Group
Florida
$2.05K – – –
VCM
472
Versant Capital Management
Arizona
$1.93K – – –
BSB
473
Bangor Savings Bank
Maine
$1.81K +$1.81K +30 New
BCMLT
474
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.33K – – –
WCM
475
Winthrop Capital Management
Indiana
$1K +$1K +10 New
17 18
19
20 21