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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 %
Two Sigma Advisers
601
Two Sigma Advisers
New York
– -$13.2M -195,600 Closed
Prudential Financial
602
Prudential Financial
New Jersey
– -$4.85M -72,137 Closed
Susquehanna International Group
603
Susquehanna International Group
Pennsylvania
– -$3.91M -58,125 Closed
WA
604
Win Advisors
Florida
– -$2.77M -41,195 Closed
FMP
605
Financial Management Professionals
Texas
– -$2.68M -39,849 Closed
SFS
606
Sowell Financial Services
Arkansas
– -$2.48M -36,824 Closed
FEM
607
Fulcrum Equity Management
Texas
– -$1.23M -18,284 Closed
PFG
608
PAX Financial Group
Texas
– -$822K -12,219 Closed
AP
609
Advisors Preferred
Maryland
– -$613K -9,176 Closed
FTUS
610
Flow Traders U.S.
New York
– -$558K -8,293 Closed
TSS
611
Two Sigma Securities
New York
– -$482K -7,163 Closed
LCGC
612
Legacy Capital Group California
California
– -$419K -6,227 Closed
HF
613
HRT Financial
New York
– -$337K -5,021 Closed
IWM
614
Iams Wealth Management
Nebraska
– -$315K -4,685 Closed
AG
615
Ascent Group
Virginia
– -$279K -4,152 Closed
ACM
616
AlphaStar Capital Management
North Carolina
– -$251K -3,734 Closed
Goldman Sachs
617
Goldman Sachs
New York
– -$231K -3,428 Closed
CB
618
Commerce Bank
Missouri
– -$228K -3,386 Closed
BW
619
Bison Wealth
Georgia
– -$220K -3,268 Closed
AF
620
Advisornet Financial
Minnesota
– -$124K -1,839 Closed
JIP
621
Jaffetilchin Investment Partners
Florida
– -$113K -1,685 Closed
PWM
622
Partnership Wealth Management
Maryland
– -$107K -1,590 Closed
AF
623
Arrow Financial
New York
– -$106K -1,575 Closed
JWA
624
JFS Wealth Advisors
Pennsylvania
– -$95.2K -1,415 Closed
APC
625
Aspire Private Capital
North Carolina
– -$53.1K -789 Closed
22 23 24
25
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