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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
$584M
3
Corient Private Wealth
Corient Private Wealth
Florida
$33.4M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$514M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$547M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
$43.9M
2
APCM
Alaska Permanent Capital Management
Alaska
$706K
3
PP
Prudential plc
United Kingdom
$0
4
Two Sigma Advisers
Two Sigma Advisers
New York
$0
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
Empower Advisory Group
476
Empower Advisory Group
Colorado
$253K +$24.9K +371 +11%
DAS
477
Diversify Advisory Services
Utah
$251K +$251K +3,796 New
IIM
478
Ipswich Investment Management
Massachusetts
$246K – – –
FCM
479
Family Capital Management
Michigan
$243K +$243K +3,630 New
NL
480
NVWM LLC
Pennsylvania
$242K – – –
WANY
481
Wealthspire Advisors (New York)
New York
$237K +$670 +10 +0.3%
IA
482
IFG Advisory
Georgia
$236K +$236K +3,516 New
CFG
483
Citizens Financial Group
Rhode Island
$231K – – –
SPP
484
Single Point Partners
Massachusetts
$231K +$602 +9 +0.3%
LI
485
LVZ Inc
Michigan
$230K – – –
SIG
486
Spinnaker Investment Group
California
$226K – – –
AWA
487
ARQ Wealth Advisors
Arizona
$223K -$19.2K -287 -8%
FPAS
488
Focus Partners Advisor Solutions
Missouri
$223K +$223K +3,327 New
AF
489
Abound Financial
California
$223K +$223K +3,322 New
PSF
490
Pacific Sun Financial
California
$221K – – –
SSWM
491
Sheets Smith Wealth Management
North Carolina
$220K +$220K +3,284 New
PCIA
492
Prime Capital Investment Advisors
Kansas
$219K +$219K +3,270 New
WMA
493
Wealth Management Associates
New Jersey
$216K +$5.16K +77 +2%
ITIM
494
Indiana Trust & Investment Management
Indiana
$215K – – –
CF
495
Centaurus Financial
California
$215K +$269 +4 +0.1%
BC
496
Barnett & Company
Tennessee
$215K +$1.21K +18 +0.6%
BFA
497
Beaumont Financial Advisors
Massachusetts
$210K -$14.3K -214 -6%
PHWM
498
Pine Harbor Wealth Management
Maryland
$210K +$210K +3,128 New
PCM
499
Pennsylvania Capital Management
Pennsylvania
$206K – – –
PWMAG
500
Pinnacle Wealth Management Advisory Group
New Jersey
$206K – – –
18 19
20
21 22