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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
+$753M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$121M
3
Morgan Stanley
Morgan Stanley
New York
+$89M
4
LPL Financial
LPL Financial
California
+$52.4M
5
VWM
Vigilare Wealth Management
Arizona
+$36.9M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$39.8M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$16.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$15.8M
4
FSA
Financial Services Advisory
Maryland
-$12.8M
5
PCMC
Paragon Capital Management (Colorado)
Colorado
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
476
Providence Capital Advisors
North Carolina
$14K – – –
SIC
477
Salem Investment Counselors
North Carolina
$13.7K – – –
FDCDDQ
478
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7K – – –
GT
479
Glenmede Trust
Pennsylvania
$11.6K – – –
KFS
480
Kelly Financial Services
Massachusetts
$11.5K -$1.02K -16 -8%
WWM
481
Wolff Wiese Magana
California
$11.2K – – –
PFA
482
Pathway Financial Advisers
Indiana
$11.2K +$63 +1 +0.6%
EC
483
EdgeRock Capital
Colorado
$10.6K +$10.6K +167 New
HCA
484
Heck Capital Advisors
Wisconsin
$9.72K – – –
CT
485
Clearstead Trust
Maine
$9.15K – – –
TWP
486
Triad Wealth Partners
Kansas
$8.96K +$8.96K +141 New
CJ
487
Caitlin John
Michigan
$8.28K +$64 +1 +0.8%
SSB
488
Sandy Spring Bank
Maryland
$8.2K – – –
PCM
489
Penserra Capital Management
California
$8K -$463 -7 -5%
ME
490
McIlrath & Eck
Washington
$7.44K – – –
FM
491
Family Management
New York
$7.24K – – –
JFA
492
JNBA Financial Advisors
Minnesota
$7.05K – – –
CSB
493
City State Bank
Iowa
$7.05K – – –
CA
494
Crewe Advisors
Utah
$5.72K – – –
NRG
495
Nemes Rush Group
Michigan
$4.83K +$953 +15 +25%
National Bank of Canada
496
National Bank of Canada
Quebec, Canada
$4.7K – – –
AAG
497
Armstrong Advisory Group
Massachusetts
$4.51K – – –
PA
498
Pineridge Advisors
Missouri
$3.95K -$45.6K -715 -92%
TFA
499
Toth Financial Advisory
Virginia
$2.56K – – –
EWM
500
Evermay Wealth Management
Virginia
$2.54K – – –
18 19
20
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