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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 %
OSAM
476
O'Shaughnessy Asset Management
Connecticut
$67.3K – – –
MSS
477
Mitchell Sinkler & Starr
Pennsylvania
$67.3K – – –
CFGS
478
Concourse Financial Group Securities
Alabama
$60.5K -$2.42K -36 -4%
FFA
479
Farther Finance Advisors
California
$56.9K -$388K -5,770 -87%
RTL
480
Red Tortoise LLC
Georgia
$55.8K – – –
OC
481
Oarsman Capital
Wisconsin
$55.2K +$55.2K +821 New
VF
482
VitalStone Financial
Texas
$54.8K +$35.1K +522 +179%
APC
483
Aspire Private Capital
North Carolina
$53.1K – – –
BNP Paribas Financial Markets
484
BNP Paribas Financial Markets
France
$52.9K +$471 +7 +0.9%
DFA
485
DHJJ Financial Advisors
Illinois
$49.1K – – –
Bessemer Group
486
Bessemer Group
New Jersey
$49K +$49K +728 New
BTI
487
Blue Trust Inc
Georgia
$42.9K +$42.9K +675 New
CFFP
488
Center for Financial Planning
Michigan
$40.2K – – –
AFWM
489
Abich Financial Wealth Management
Virginia
$37.7K +$37.7K +560 New
CT
490
Clearstead Trust
Maine
$36.6K +$26.9K +400 +278%
SS
491
Sunbelt Securities
Texas
$36.3K – – –
Russell Investments Group
492
Russell Investments Group
United Kingdom
$35.2K -$106K -1,577 -75%
CJ
493
Caitlin John
Michigan
$34.4K +$25.5K +373 +287%
GWS
494
Glassman Wealth Services
Virginia
$34.3K – – –
TC
495
Truvestments Capital
Florida
$33.6K +$33.6K +500 New
BWL
496
Bogart Wealth LLC
Virginia
$31.2K – – –
FWA
497
FSC Wealth Advisors
New York
$30.3K – – –
SA
498
SRH Advisors
Kansas
$30.3K – – –
SFC
499
SYM Financial Corp
Indiana
$29.7K – – –
WT
500
Washington Trust
Rhode Island
$27.3K – – –
18 19
20
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