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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 %
ME
576
McIlrath & Eck
Washington
$7.9K +$67 +1 +0.9%
JFA
577
JNBA Financial Advisors
Minnesota
$7.44K – – –
CSB
578
City State Bank
Iowa
$7.44K – – –
IWM
579
IMG Wealth Management
Florida
$7.44K +$7.44K +111 New
CA
580
Crewe Advisors
Utah
$6.03K – – –
NRG
581
Nemes Rush Group
Michigan
$5.11K +$1.01K +15 +25%
GSWM
582
Golden State Wealth Management
California
$4.96K +$4.96K +74 New
TAM
583
Tucker Asset Management
Colorado
$4.89K +$4.89K +73 New
AAG
584
Armstrong Advisory Group
Massachusetts
$4.76K – – –
T
585
Transce3nd
Texas
$4.56K +$4.56K +68 New
TFA
586
Toth Financial Advisory
Virginia
$4.18K – – –
ADL
587
Asset Dedication LLC
California
$3.49K +$3.49K +52 New
EWM
588
Evermay Wealth Management
Virginia
$2.68K – – –
NFSG
589
Newbridge Financial Services Group
Florida
$2.28K – – –
VCM
590
Versant Capital Management
Arizona
$2.15K – – –
AFS
591
Anderson Financial Strategies
Ohio
$2.01K +$2.01K +30 New
LWMI
592
Legacy Wealth Management (Idaho)
Idaho
$1.89K – – –
LIS
593
Legacy Investment Solutions
Idaho
$1.89K – – –
CJH
594
Christopher J. Hasenberg
Wisconsin
$1.81K -$11.7K -175 -87%
BCMLT
595
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.48K – – –
LCM
596
Logan Capital Management
Pennsylvania
$938 +$938 +14 New
TRCT
597
Tower Research Capital (TRC)
New York
$737 -$15.6K -233 -95%
DF
598
Dunhill Financial
United Kingdom
$335 – – –
NS
599
NBC Securities
Alabama
$277 -$274K -3,957 -100%
PP
600
Prudential plc
United Kingdom
– -$17.5M -260,100 Closed
22 23
24
25 26