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Invesco S&P 500 Quality ETF
SPHQ

606 hedge funds and large institutions have $8.82B invested in Invesco S&P 500 Quality ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 255 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 35

80% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 142

13% more funds holding in top 10

Funds holding in top 10: 45 → 51 (+6)

11% more funds holding

Funds holding: 547 → 606 (+59)

5% more capital invested

Capital invested by funds: $8.44B → $8.82B (+$381M)

0.36% more ownership

Funds ownership: 74.08% → 74.44% (+0.36%)

Holders
606
Holders Change
+59
Holders Change %
+10.79%
% of All Funds
7.98%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.67%
New
103
Increased
255
Reduced
142
Closed
35
Calls
$355K
Puts
–
Net Calls
+$355K
Net Calls Change
-$109K

Top Buyers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
+$85.2M
2
LPL Financial
LPL Financial
California
+$66.1M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$27.9M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$26.7M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$22.3M

Top Sellers

Rank Fund Capital Flow
1
MCM
Mainstay Capital Management
Michigan
-$54.1M
2
APCM
Alaska Permanent Capital Management
Alaska
-$31.4M
3
PP
Prudential plc
United Kingdom
-$17.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$13.2M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
476
Parkside Financial Bank & Trust
Missouri
$259K – – –
BC
477
Burney Company
Virginia
$257K – – –
FAT
478
First American Trust
California
$256K -$26.2K -387 -9%
HIMS
479
Hager Investment Management Services
New Hampshire
$255K +$258K +3,807 New
ECA
480
Elevation Capital Advisory
Oregon
$255K +$258K +3,804 New
CC
481
Courier Capital
New York
$254K +$6.78K +100 +3%
Empower Advisory Group
482
Empower Advisory Group
Colorado
$253K +$25.2K +371 +11%
DAS
483
Diversify Advisory Services
Utah
$251K +$257K +3,796 New
IIM
484
Ipswich Investment Management
Massachusetts
$246K – – –
FCM
485
Family Capital Management
Michigan
$243K +$246K +3,630 New
NL
486
NVWM LLC
Pennsylvania
$242K – – –
WANY
487
Wealthspire Advisors (New York)
New York
$237K +$678 +10 +0.3%
IA
488
IFG Advisory
Georgia
$236K +$238K +3,516 New
CFG
489
Citizens Financial Group
Rhode Island
$231K – – –
SPP
490
Single Point Partners
Massachusetts
$231K +$610 +9 +0.3%
LI
491
LVZ Inc
Michigan
$230K – – –
SIG
492
Spinnaker Investment Group
California
$226K – – –
AWA
493
ARQ Wealth Advisors
Arizona
$223K -$19.5K -287 -8%
FPAS
494
Focus Partners Advisor Solutions
Missouri
$223K +$226K +3,327 New
AF
495
Abound Financial
California
$223K +$225K +3,322 New
PSF
496
Pacific Sun Financial
California
$221K – – –
SSWM
497
Sheets Smith Wealth Management
North Carolina
$220K +$223K +3,284 New
PCIA
498
Prime Capital Investment Advisors
Kansas
$219K +$222K +3,270 New
WMA
499
Wealth Management Associates
New Jersey
$216K +$5.22K +77 +2%
ITIM
500
Indiana Trust & Investment Management
Indiana
$215K – – –
18 19
20
21 22

SPHQ Hedge Fund Activity: Q4 2024 in Review

606 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q4 2024, worth a combined $8.82B — up 4.5% from $8.44B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SPHQ positions and 35 closed out — a net gain of 68 holders — while 255 added to existing stakes and 142 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $85.2M. The largest seller was Mainstay Capital Management, cutting an estimated $54.1M.

  • 606 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q4 2024, up from 547 in Q3 2024.
  • Funds reported $8.82B of Invesco S&P 500 Quality ETF stock for Q4 2024, up 4.5% quarter-over-quarter.
  • 103 funds opened new Invesco S&P 500 Quality ETF positions in Q4 2024 and 35 closed out, a net change of +68 holders.
  • The largest Invesco S&P 500 Quality ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $85.2M added.
  • The largest Invesco S&P 500 Quality ETF seller in Q4 2024 was Mainstay Capital Management, an estimated $54.1M sold.

Based on aggregated 13F filings for Q4 2024.