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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 %
DI
476
DAGCO Inc
Ohio
– -$7.18M -132,727 Closed
ARC
477
Advisor Resource Council
Texas
– -$3.91M -72,349 Closed
OCM
478
One Capital Management
California
– -$3.35M -61,889 Closed
N
479
Natixis
France
– -$3.23M -59,648 Closed
NAM
480
NorthCrest Asset Manangement
Minnesota
– -$2.91M -53,807 Closed
WI
481
WrapManager Inc
California
– -$2.06M -38,176 Closed
BDAM
482
Blue Door Asset Management
Connecticut
– -$1.8M -33,250 Closed
Millennium Management
483
Millennium Management
New York
– -$1.17M -21,656 Closed
YIH
484
Y-Intercept (HK)
Hong Kong
– -$888K -16,427 Closed
AWA
485
Arete Wealth Advisors
Illinois
– -$854K -15,789 Closed
Susquehanna International Group
486
Susquehanna International Group
Pennsylvania
– -$761K -14,069 Closed
KWAG
487
Kiely Wealth Advisory Group
North Carolina
– -$765K -13,601 Closed
SAM
488
Silvercrest Asset Management
New York
– -$313K -5,792 Closed
GWP
489
Gateway Wealth Partners
Wisconsin
– -$309K -5,715 Closed
SFS
490
Security Financial Services
Indiana
– -$298K -5,512 Closed
AA
491
Advisory Alpha
Michigan
– -$279K -5,165 Closed
BJL
492
Brighton Jones LLC
Washington
– -$245K -4,536 Closed
MWM
493
MinichMacGregor Wealth Management
New York
– -$242K -4,466 Closed
BTI
494
Blue Trust Inc
Georgia
– -$156K -3,110 Closed
TVAMP
495
Tennessee Valley Asset Management Partners
Tennessee
– -$147K -2,718 Closed
TCCM
496
Timber Creek Capital Management
Massachusetts
– -$54.1K -1,000 Closed
EC
497
EdgeRock Capital
Colorado
– -$14.4K -254 Closed
AC
498
AlphaCore Capital
California
– -$6.15K -114 Closed
OP
499
ORG Partners
Indiana
– -$2.7K -50 Closed
PP
500
Pacifica Partners
Canada
– -$2.07K -40 Closed
17 18 19
20
21