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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.

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
1
AssetMark Inc
California
$42M
2
Morgan Stanley
2
Morgan Stanley
New York
$350M
3
MCM
3
Mainstay Capital Management
Michigan
$97.8M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$527M
5
Wells Fargo
5
Wells Fargo
California
$209M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$829M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$5.81M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$817M
4
VWM
4
Vigilare Wealth Management
Arizona
$15.6M
5
PP
5
Prudential plc
United Kingdom
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
51
One Capital Management
California
$22.2M +$846K +12,580 +4%
AAS
52
Avantax Advisory Services
Texas
$21.4M +$536K +7,972 +3%
HighTower Advisors
53
HighTower Advisors
Illinois
$21.4M -$22K -327 -0.1%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$19.4M +$1.4M +20,865 +8%
AA
55
ACT Advisors
North Carolina
$19.3M +$430K +6,397 +2%
ECM
56
Evergreen Capital Management
Washington
$18.9M +$262K +3,901 +1%
Truist Financial
57
Truist Financial
North Carolina
$17.9M +$1.81M +26,904 +11%
PP
58
Prudential plc
United Kingdom
$17.5M -$14M -208,700 -45%
TA
59
TruWealth Advisors
Louisiana
$17.2M +$277K +4,121 +2%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$16.9M +$12.5M +159,644 +278%
CFD
61
Creative Financial Designs
Indiana
$16.7M +$8.31M +123,483 +99%
Lido Advisors
62
Lido Advisors
California
$16.6M -$275K -4,084 -2%
KW
63
KWB Wealth
California
$15.9M +$2.59M +40,774 +20%
VWM
64
Vigilare Wealth Management
Arizona
$15.6M -$25.2M -373,899 -62%
GLLW
65
Graves Light Lenhart Wealth
Virginia
$15.6M -$4.99M -74,195 -24%
CAM
66
Cozad Asset Management
Illinois
$15.3M +$1.21M +18,009 +9%
GRP
67
Global Retirement Partners
California
$15M +$296K +4,399 +2%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$14.8M +$974K +14,481 +7%
CAM
69
Cresset Asset Management
Illinois
$14.4M +$670K +9,967 +5%
JFG
70
Jefferies Financial Group
New York
$14.3M +$900K +13,374 +7%
WMR
71
Wealth Management Resources
Rhode Island
$14.3M +$620K +9,393 +5%
FFN
72
Focus Financial Network
Minnesota
$14.3M +$447K +6,650 +3%
SVWAG
73
Sound View Wealth Advisors Group
Georgia
$13.8M +$1.96M +29,180 +17%
GM
74
GeoWealth Management
Illinois
$13.6M +$12.7M +188,828 +1,359%
TFGT
75
TS Financial Group (TSFG)
Illinois
$13.5M +$363K +5,398 +3%
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3
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