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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
$804M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$121M
3
Morgan Stanley
Morgan Stanley
New York
$294M
4
LPL Financial
LPL Financial
California
$483M
5
VWM
Vigilare Wealth Management
Arizona
$38.5M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$834M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$277M
3
Osaic Holdings
Osaic Holdings
Arizona
$90.2M
4
FSA
Financial Services Advisory
Maryland
$545K
5
PCMC
Paragon Capital Management (Colorado)
Colorado
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
501
Newbridge Financial Services Group
Florida
$2.16K – – –
VCM
502
Versant Capital Management
Arizona
$2.03K – – –
BCMLT
503
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.4K – – –
WCM
504
Winthrop Capital Management
Indiana
$1K – – –
Citadel Advisors
505
Citadel Advisors
Florida
– -$5.48M -90,740 Closed
LNC
506
Lincoln National Corp
Pennsylvania
– -$5.42M -89,682 Closed
1832 Asset Management
507
1832 Asset Management
Ontario, Canada
– -$2.35M -38,940 Closed
Jane Street
508
Jane Street
New York
– -$1.32M -21,848 Closed
Goldman Sachs
509
Goldman Sachs
New York
– -$1.02M -16,827 Closed
NL
510
NWAM LLC
Washington
– -$907K -15,188 Closed
SF
511
Summit Financial
New Jersey
– -$838K -13,868 Closed
KFGK
512
Keystone Financial Group (Kentucky)
Kentucky
– -$474K -7,851 Closed
FF
513
Fluent Financial
Texas
– -$421K -6,969 Closed
FG
514
Foster Group
Iowa
– -$414K -6,853 Closed
IWM
515
Iams Wealth Management
Nebraska
– -$369K -6,322 Closed
NPF
516
Norris Perne & French
Michigan
– -$311K -5,152 Closed
AWMS
517
Advocacy Wealth Management Services
Georgia
– -$299K -4,948 Closed
SFC
518
Strategic Financial Concepts
Texas
– -$296K -4,902 Closed
SAF
519
Smith Anglin Financial
Texas
– -$208K -3,436 Closed
NCM
520
Northwest Capital Management
Oregon
– -$206K -3,407 Closed
AP
521
Advisors Preferred
Maryland
– -$122K -2,012 Closed
HF
522
Halpern Financial
Virginia
– -$59.4K -988 Closed
RFG
523
REAP Financial Group
Texas
– -$24.9K -411 Closed
SC
524
SouthState Corp
Florida
– -$24.8K -410 Closed
WIC
525
Woodmont Investment Counsel
Tennessee
– -$24.5K -406 Closed
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