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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 %
SAI
451
Savvy Advisors Inc
New York
$287K +$36.3K +542 +15%
MWM
452
Maltin Wealth Management
New Jersey
$286K – – –
AA
453
Ancora Advisors
Ohio
$286K – – –
OFS
454
OneAscent Financial Services
Alabama
$284K +$284K +4,237 New
CL
455
Choreo LLC
Illinois
$283K +$739 +11 +0.3%
LFG
456
Larson Financial Group
Missouri
$283K +$1.41K +21 +0.5%
AG
457
AmeriFlex Group
Nevada
$281K +$281K +4,027 New
DE
458
Diversified Enterprises
Delaware
$281K +$60.6K +904 +28%
MMA
459
Miracle Mile Advisors
California
$277K +$277K +4,126 New
JIC
460
Johnson Investment Counsel
Ohio
$274K +$274K +4,087 New
OAM
461
Oppenheimer Asset Management
New York
$274K +$35.8K +534 +15%
SHFA
462
SC&H Financial Advisors
Maryland
$270K +$201 +3 +0.1%
IAN
463
Integrated Advisors Network
Texas
$268K +$268K +4,002 New
ACM
464
Armbruster Capital Management
New York
$268K – – –
CJL
465
Cyrus J. Lawrence
New York
$267K +$267K +3,986 New
GTAM
466
Global Trust Asset Management
Florida
$266K – – –
BJL
467
Brighton Jones LLC
Washington
$265K +$10.1K +151 +4%
EFG
468
Everhart Financial Group
Ohio
$261K +$7.04K +105 +3%
AQR Capital Management
469
AQR Capital Management
Connecticut
$259K +$8.38K +125 +3%
PFBT
470
Parkside Financial Bank & Trust
Missouri
$259K – – –
BC
471
Burney Company
Virginia
$257K – – –
FAT
472
First American Trust
California
$256K -$25.9K -387 -9%
HIMS
473
Hager Investment Management Services
New Hampshire
$255K +$255K +3,807 New
ECA
474
Elevation Capital Advisory
Oregon
$255K +$255K +3,804 New
CC
475
Courier Capital
New York
$254K +$6.7K +100 +3%
17 18
19
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