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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 %
CJH
451
Christopher J. Hasenberg
Wisconsin
$41.8K -$3.81K -60 -8%
HR
452
Howe & Rusling
New York
$41.5K +$41.5K +653 New
CFFP
453
Center for Financial Planning
Michigan
$37.9K – – –
SS
454
Sunbelt Securities
Texas
$34.2K – – –
GWS
455
Glassman Wealth Services
Virginia
$32.4K – – –
BWL
456
Bogart Wealth LLC
Virginia
$29.5K -$8.07K -127 -21%
FWA
457
FSC Wealth Advisors
New York
$28.7K – – –
SA
458
SRH Advisors
Kansas
$28.6K – – –
SFC
459
SYM Financial Corp
Indiana
$28.1K +$28.1K +442 New
WT
460
Washington Trust
Rhode Island
$25.8K – – –
GTAM
461
Global Trust Asset Management
Florida
$25.7K – – –
FCT
462
Family Capital Trust
Massachusetts
$25.5K – – –
GAG
463
Goodman Advisory Group
Massachusetts
$23.4K -$134K -2,116 -85%
SWM
464
Sugarloaf Wealth Management
Georgia
$23K -$14.2K -224 -38%
BFEC
465
Benjamin F. Edwards & Company
Missouri
$23K – – –
POIA
466
Pin Oak Investment Advisors
Texas
$22K – – –
FHA
467
First Horizon Advisors
Tennessee
$19.4K – – –
RIL
468
Rothschild Investment LLC
Illinois
$19.1K +$19.1K +300 New
VF
469
VitalStone Financial
Texas
$18.6K – – –
PCFFS
470
Pacific Center for Financial Services
California
$17.9K – – –
CTB
471
Country Trust Bank
Illinois
$16.4K – – –
PMFA
472
Plante Moran Financial Advisors
Michigan
$16.3K +$16.3K +257 New
HFA
473
Hershey Financial Advisers
Pennsylvania
$16.2K +$16.2K +255 New
PIS
474
POM Investment Strategies
North Carolina
$15.5K +$15.5K +244 New
SIS
475
Sound Income Strategies
Florida
$14.7K -$43.4K -683 -75%
17 18
19
20 21