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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 %
WMA
451
Wealth Management Associates
New Jersey
$212K +$212K +3,150 New
PCM
452
Pennsylvania Capital Management
Pennsylvania
$207K +$207K +3,073 New
PWMAG
453
Pinnacle Wealth Management Advisory Group
New Jersey
$206K +$206K +3,068 New
NG
454
Northstar Group
New York
$204K +$204K +3,038 New
UB
455
UMB Bank
Missouri
$178K – – –
Franklin Resources
456
Franklin Resources
California
$170K -$10.8K -158 -6%
HNB
457
Huntington National Bank
Ohio
$163K -$138K – –
WWM
458
Wagner Wealth Management
South Carolina
$155K -$23.2K -345 -13%
TIM
459
Tortoise Investment Management
New York
$141K – – –
SC
460
Solstein Capital
California
$135K – – –
SL
461
Salomon & Ludwin
Virginia
$132K – – –
AF
462
Advisornet Financial
Minnesota
$124K – – –
BFPW
463
BOK Financial Private Wealth
Colorado
$117K – – –
JIP
464
Jaffetilchin Investment Partners
Florida
$113K +$113K +1,685 New
PWM
465
Partnership Wealth Management
Maryland
$107K – – –
AF
466
Arrow Financial
New York
$106K +$106K +1,575 New
BF
467
BOK Financial
Oklahoma
$99.8K +$99.8K +1,499 New
JWA
468
JFS Wealth Advisors
Pennsylvania
$95.2K – – –
VNA
469
Valley National Advisers
Pennsylvania
$94K – – –
PB
470
Pinnacle Bancorp
Nebraska
$83.6K +$67 +1 +0.1%
CTA
471
Colonial Trust Advisors
South Carolina
$81.1K – – –
CFO
472
CVA Family Office
Colorado
$80.7K – – –
FIM
473
FWL Investment Management
Texas
$78.4K -$44.3K -659 -36%
Kayne Anderson Rudnick Investment Management
474
Kayne Anderson Rudnick Investment Management
California
$78.1K – – –
WI
475
Wintrust Investments
Illinois
$77K -$676K -10,134 -90%
17 18
19
20 21