SPHQ icon

Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

503 hedge funds and large institutions have $7.55B invested in Invesco S&P 500 Quality ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 207 increasing their positions, 135 reducing their positions, and 29 closing their positions.

Holders
503
Holders Change
+29
Holders Change %
+6.12%
% of All Funds
7.32%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.57%
New
64
Increased
207
Reduced
135
Closed
29
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
-$228K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$804M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$121M
3
Morgan Stanley
3
Morgan Stanley
New York
$294M
4
LPL Financial
4
LPL Financial
California
$483M
5
VWM
5
Vigilare Wealth Management
Arizona
$38.5M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$834M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$277M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$90.2M
4
FSA
4
Financial Services Advisory
Maryland
$545K
5
PCMC
5
Paragon Capital Management (Colorado)
Colorado
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
51
Graves Light Lenhart Wealth
Virginia
$19.4M +$271K +4,264 +1%
Two Sigma Investments
52
Two Sigma Investments
New York
$18.8M +$343K +5,400 +2%
AA
53
ACT Advisors
North Carolina
$17.8M +$17.8M +280,511 New
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$17.7M +$1.01M +15,931 +6%
ECM
55
Evergreen Capital Management
Washington
$17.6M +$2.15M +33,861 +14%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$17M +$5.19M +81,640 +44%
Mariner
57
Mariner
Kansas
$16.7M +$3.18M +50,101 +23%
TA
58
TruWealth Advisors
Louisiana
$16M +$97.7K +1,537 +0.6%
Lido Advisors
59
Lido Advisors
California
$15.9M -$321K -5,052 -2%
Truist Financial
60
Truist Financial
North Carolina
$15.2M +$1.07M +16,798 +8%
GRP
61
Global Retirement Partners
California
$13.9M +$1.41M +22,169 +11%
AWS
62
Atria Wealth Solutions
New York
$13.5M +$3.26M +51,382 +32%
FFN
63
Focus Financial Network
Minnesota
$13.3M +$619K +9,565 +5%
CAM
64
Cozad Asset Management
Illinois
$13.3M +$327K +5,154 +3%
WMR
65
Wealth Management Resources
Rhode Island
$13.1M +$1.91M +30,068 +17%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$13M -$568K -8,933 -4%
CAM
67
Cresset Asset Management
Illinois
$13M +$1.71M +26,981 +15%
JFG
68
Jefferies Financial Group
New York
$12.6M +$315K +4,961 +3%
KW
69
KWB Wealth
California
$12.6M -$184K -3,050 -1%
FAIM
70
Financial Advocates Investment Management
Washington
$12.5M +$1.36M +21,411 +12%
TFGT
71
TS Financial Group (TSFG)
Illinois
$12.4M +$3.68M +57,971 +42%
SCA
72
Snowden Capital Advisors
New York
$12.3M -$38.7K -609 -0.3%
ES
73
Eagle Strategies
New York
$11.7M +$10.6M +166,120 +924%
SVWAG
74
Sound View Wealth Advisors Group
Georgia
$11.2M +$1.16M +18,284 +12%
CMA
75
Cedar Mountain Advisors
Oregon
$11.1M +$338K +5,327 +3%
1 2
3
4 5