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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 %
WT
551
Washington Trust
Rhode Island
$27.2K – – –
FCT
552
Family Capital Trust
Massachusetts
$26.9K – – –
FDW
553
Fourth Dimension Wealth
Ohio
$26.5K +$26.5K +395 New
BWM
554
Bernard Wealth Management
Michigan
$26.1K +$26.1K +389 New
SWM
555
Sugarloaf Wealth Management
Georgia
$24.4K +$67 +1 +0.3%
POIA
556
Pin Oak Investment Advisors
Texas
$24K – – –
HGERS
557
Householder Group Estate & Retirement Specialist
Arizona
$21K -$1.17M -17,929 -98%
FHA
558
First Horizon Advisors
Tennessee
$20.4K – – –
RIL
559
Rothschild Investment LLC
Illinois
$20.1K – – –
PCFFS
560
Pacific Center for Financial Services
California
$18.9K – – –
CTB
561
Country Trust Bank
Illinois
$17.3K – – –
NWM
562
Nova Wealth Management
Florida
$16.8K +$16.8K +251 New
SIS
563
Sound Income Strategies
Florida
$15.6K -$2.08K -31 -12%
CTC
564
Central Trust Company
Missouri
$15.1K – – –
SIC
565
Salem Investment Counselors
North Carolina
$14.4K – – –
FDCDDQ
566
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.4K – – –
MFT
567
Moisand Fitzgerald Tamayo
Florida
$12.6K – – –
GT
568
Glenmede Trust
Pennsylvania
$12.3K – – –
GWSA
569
Global Wealth Strategies & Associates
Colorado
$12.2K +$67 +1 +0.6%
MSG
570
Main Street Group
Virginia
$12.1K +$12.1K +180 New
WWM
571
Wolff Wiese Magana
California
$11.9K – – –
PFA
572
Pathway Financial Advisers
Indiana
$11.9K +$67 +1 +0.6%
HCA
573
Heck Capital Advisors
Wisconsin
$10.3K – – –
SSB
574
Sandy Spring Bank
Maryland
$8.65K – – –
AIM
575
Anchor Investment Management
South Carolina
$8.45K +$8.45K +126 New
21 22
23
24 25