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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 %
FCT
501
Family Capital Trust
Massachusetts
$27K – – –
CAS
502
Coppell Advisory Solutions
Texas
$25.8K +$25.8K +384 New
GAG
503
Goodman Advisory Group
Massachusetts
$24.8K – – –
SWM
504
Sugarloaf Wealth Management
Georgia
$24.4K +$67 +1 +0.3%
POIA
505
Pin Oak Investment Advisors
Texas
$23K – – –
FHA
506
First Horizon Advisors
Tennessee
$20.5K – – –
RIL
507
Rothschild Investment LLC
Illinois
$20.2K – – –
PCFFS
508
Pacific Center for Financial Services
California
$19K – – –
SIS
509
Sound Income Strategies
Florida
$17.7K +$2.09K +31 +13%
CTB
510
Country Trust Bank
Illinois
$17.4K – – –
TRCT
511
Tower Research Capital (TRC)
New York
$16.4K -$289K -4,296 -95%
CTC
512
Central Trust Company
Missouri
$15.2K +$15.2K +226 New
PCA
513
Providence Capital Advisors
North Carolina
$14.8K – – –
SIC
514
Salem Investment Counselors
North Carolina
$14.5K – – –
CJH
515
Christopher J. Hasenberg
Wisconsin
$13.5K -$30.4K -456 -69%
FDCDDQ
516
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.5K – – –
BWP
517
Baldwin Wealth Partners
Massachusetts
$13.1K +$13.1K +195 New
MFT
518
Moisand Fitzgerald Tamayo
Florida
$12.6K +$12.6K +188 New
ACM
519
Anfield Capital Management
California
$12.6K +$12.6K +187 New
GT
520
Glenmede Trust
Pennsylvania
$12.3K – – –
GWSA
521
Global Wealth Strategies & Associates
Colorado
$12.2K +$12.2K +181 New
WWM
522
Wolff Wiese Magana
California
$11.9K +$67 +1 +0.6%
PFA
523
Pathway Financial Advisers
Indiana
$11.9K – – –
HCA
524
Heck Capital Advisors
Wisconsin
$10.3K – – –
RFG
525
REAP Financial Group
Texas
$10.1K +$10.1K +150 New
19 20
21
22 23