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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 %
SSB
526
Sandy Spring Bank
Maryland
$8.68K – – –
ME
527
McIlrath & Eck
Washington
$7.9K – – –
JFA
528
JNBA Financial Advisors
Minnesota
$7.47K – – –
CSB
529
City State Bank
Iowa
$7.47K – – –
CA
530
Continuum Advisory
Idaho
$7.34K +$7.34K +108 New
CA
531
Crewe Advisors
Utah
$6.06K – – –
National Bank of Canada
532
National Bank of Canada
Quebec, Canada
$4.98K – – –
AAG
533
Armstrong Advisory Group
Massachusetts
$4.78K – – –
TFA
534
Toth Financial Advisory
Virginia
$4.19K +$1.49K +22 +55%
NRG
535
Nemes Rush Group
Michigan
$3.69K -$906 -15 -20%
CAL
536
Capital Analysts LLC
Pennsylvania
$3K +$3K +47 New
EWM
537
Evermay Wealth Management
Virginia
$2.69K – – –
NFSG
538
Newbridge Financial Services Group
Florida
$2.29K – – –
VCM
539
Versant Capital Management
Arizona
$2.15K – – –
LWMI
540
Legacy Wealth Management (Idaho)
Idaho
$1.85K +$1.85K +27 New
LIS
541
Legacy Investment Solutions
Idaho
$1.85K +$1.85K +27 New
BCMLT
542
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.48K – – –
DF
543
Dunhill Financial
United Kingdom
$336 +$336 +5 New
IAIM
544
International Assets Investment Management
Florida
– -$2.41M -37,993 Closed
GS
545
GTS Securities
New York
– -$1.33M -20,897 Closed
GA
546
GFS Advisors
Texas
– -$153K -15,978 Closed
LWM
547
Lionsbridge Wealth Management
Florida
– -$991K -15,593 Closed
EE
548
EWG Elevate
California
– -$983K -15,478 Closed
SW
549
SVB Wealth
Massachusetts
– -$911K -14,338 Closed
KWA
550
Kingswood Wealth Advisors
California
– -$856K -13,470 Closed
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