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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
1
Independent Advisor Alliance
North Carolina
$84.3M
2
LPL Financial
2
LPL Financial
California
$584M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$33.4M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$514M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$547M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$43.9M
2
APCM
2
Alaska Permanent Capital Management
Alaska
$706K
3
PP
3
Prudential plc
United Kingdom
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$0
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$24.5M +$870K +12,978 +4%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$24.1M +$4.79M +71,423 +25%
BI
53
Ballast Inc
Kentucky
$23.7M +$148K +2,205 +0.6%
HighTower Advisors
54
HighTower Advisors
Illinois
$21.4M +$94.4K +1,409 +0.4%
OCM
55
One Capital Management
California
$21.4M -$757K -11,288 -3%
AA
56
ACT Advisors
North Carolina
$20.7M +$1.52M +22,647 +8%
ECM
57
Evergreen Capital Management
Washington
$20.4M +$1.54M +22,922 +8%
Truist Financial
58
Truist Financial
North Carolina
$19.4M +$1.6M +23,814 +9%
TA
59
TruWealth Advisors
Louisiana
$17.3M +$120K +1,797 +0.7%
JFG
60
Jefferies Financial Group
New York
$17M +$2.81M +41,860 +20%
KW
61
KWB Wealth
California
$17M +$234K +3,484 +1%
CFD
62
Creative Financial Designs
Indiana
$16.8M +$149K +2,227 +0.9%
RFA
63
Rollins Financial Advisors
New York
$15.9M +$3.21M +47,937 +25%
CAM
64
Cozad Asset Management
Illinois
$15.8M +$595K +8,877 +4%
GLLW
65
Graves Light Lenhart Wealth
Virginia
$15.6M +$96.5K +1,440 +0.6%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$15.5M +$798K +11,909 +5%
GRP
67
Global Retirement Partners
California
$15.4M +$445K +6,635 +3%
Lido Advisors
68
Lido Advisors
California
$14.7M -$1.77M -26,433 -11%
CAM
69
Cresset Asset Management
Illinois
$14.7M +$270K +4,025 +2%
SVWAG
70
Sound View Wealth Advisors Group
Georgia
$14.3M +$523K +7,809 +4%
FFN
71
Focus Financial Network
Minnesota
$14.3M +$72.3K +1,079 +0.5%
ES
72
Eagle Strategies
New York
$14.1M +$1.57M +23,379 +12%
TFGT
73
TS Financial Group (TSFG)
Illinois
$14.1M +$628K +9,362 +5%
VWM
74
Vigilare Wealth Management
Arizona
$13.4M -$2.22M -33,138 -14%
BMCM
75
Burns Matteson Capital Management
New York
$13.3M +$840K +12,529 +7%
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