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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$48.4M 801,238 +41,406 +5%
Corient Private Wealth
27
Corient Private Wealth
Florida
$47.2M 780,385 -385,908 -33%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$40.4M 668,030 -272,791 -29%
MIA
29
Milestone Investment Advisors
Wisconsin
$34.6M 573,222 +62,303 +12%
PCMC
30
Private Capital Management (Colorado)
Colorado
$33.4M 553,060 +25,282 +5%
Stifel Financial
31
Stifel Financial
Missouri
$32.5M 537,239 -79,494 -13%
APCM
32
Alaska Permanent Capital Management
Alaska
$30.1M 498,135 +487,960 +4,796%
FIC
33
Family Investment Center
Missouri
$28.5M 471,390 +471,390 New
CPA
34
Capital Planning Advisors
California
$28.2M 466,690 -8,196 -2%
RJA
35
Raymond James & Associates
Florida
$27.9M 462,180 +198,824 +75%
WWA
36
WCG Wealth Advisors
Nevada
$25.4M 420,787 -85,798 -17%
SWM
37
Schwallier Wealth Management
Michigan
$24.8M 410,698 +24,444 +6%
OWM
38
Orgel Wealth Management
Wisconsin
$22.9M 378,205 +38,933 +11%
DCM
39
Davidson Capital Management
Texas
$22.5M 372,507 +29,971 +9%
BI
40
Ballast Inc
Kentucky
$21M 348,040 -146 -0%
HighTower Advisors
41
HighTower Advisors
Illinois
$20.4M 337,361 +249,123 +282%
CA
42
Cetera Advisors
Colorado
$20.3M 336,257 +123,804 +58%
GLLW
43
Graves Light Lenhart Wealth
Virginia
$18.2M 301,245 +14,155 +5%
SWP
44
Stratos Wealth Partners
Ohio
$18M 298,289 -113,530 -28%
AAS
45
Avantax Advisory Services
Texas
$17.7M 293,638 +248,660 +553%
Two Sigma Investments
46
Two Sigma Investments
New York
$17.5M 290,000 +27,500 +10%
MML Investors Services
47
MML Investors Services
Massachusetts
$17.4M 288,012 +32,176 +13%
USB
48
Union Savings Bank
Connecticut
$17.1M 282,538 +101,798 +56%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$15.9M 262,558 +185,140 +239%
Lido Advisors
50
Lido Advisors
California
$15.4M 255,387 -4,393 -2%
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