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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

474 hedge funds and large institutions have $5.97B invested in Invesco S&P 500 Quality ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 146 reducing their positions, and 28 closing their positions.

Holders
474
Holders Change
+33
Holders Change %
+7.48%
% of All Funds
6.87%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.46%
New
63
Increased
185
Reduced
146
Closed
28
Calls
$876K
Puts
$387K
Net Calls
+$489K
Net Calls Change
+$489K

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$279M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$400M
3
Ameriprise
3
Ameriprise
Minnesota
$197M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$422M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$57M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$195M
2
CW
2
Connectus Wealth
Ohio
$3.45M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$47.2M
4
SGWM
4
Sterling Group Wealth Management
California
$228K
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$43.4K
Name Market Value Shares Shares
Change 		Shares
Change %
PS
76
Principal Securities
Iowa
$9.91M 163,941 +20,749 +14%
AWS
77
Atria Wealth Solutions
New York
$9.7M 160,472 +7,600 +5%
SVWAG
78
Sound View Wealth Advisors Group
Georgia
$9.56M 158,285 -6,961 -4%
NF
79
Nikulski Financial
Iowa
$9.17M 151,745 +3,078 +2%
IF
80
Intrua Financial
Texas
$9.1M 150,543 +6,015 +4%
SMA
81
Sage Mountain Advisors
Georgia
$9.01M 149,085 +803 +0.5%
JWM
82
Jackson Wealth Management
Florida
$8.95M 148,121 +53,179 +56%
FHA
83
Flagship Harbor Advisors
Massachusetts
$8.83M 146,151 -23,504 -14%
CWM
84
Chicago Wealth Management
Illinois
$8.78M 145,275 +1,638 +1%
CA
85
Cresta Advisors
Texas
$8.61M 142,428 +9,451 +7%
Creative Planning
86
Creative Planning
Kansas
$8.41M 139,125 -34,805 -20%
HC
87
Hoese & Co
Minnesota
$8.39M 143,553 +4,202 +3%
TFGT
88
TS Financial Group (TSFG)
Illinois
$8.28M 137,099 -61,379 -31%
DWS
89
Dynamic Wealth Strategies
California
$7.75M 128,299 -4,428 -3%
SWA
90
Strategies Wealth Advisors
Michigan
$7.7M 127,424 -1,346 -1%
GM
91
GeoWealth Management
Illinois
$7.64M 126,393 +126,393 New
AF
92
Allworth Financial
California
$7.38M 122,227 -3,143 -3%
LOIM
93
Liberty One Investment Management
Illinois
$7.24M 119,852 +6,221 +5%
SF
94
Symphony Financial
Texas
$7.21M 119,314 +5,356 +5%
TWC
95
TD Waterhouse Canada
Ontario, Canada
$7.1M 90,259 -4,610 -5%
CWP
96
Concord Wealth Partners
Virginia
$6.86M 113,463 +27,963 +33%
RFA
97
Rollins Financial Advisors
New York
$6.83M 113,065 +13,693 +14%
IWP
98
IAG Wealth Partners
Wisconsin
$6.81M 112,693 -3,245 -3%
BMCM
99
Burns Matteson Capital Management
New York
$6.78M 112,133 +92,153 +461%
TCM
100
TD Capital Management
Tennessee
$6.7M 110,872 +13,465 +14%
2 3
4
5 6