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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.

New
Increased
Maintained
Reduced
Closed
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 %
JPG
76
Jordan Park Group
California
$10.8M – – –
PS
77
Principal Securities
Iowa
$10.8M +$382K +6,018 +4%
T
78
Tidemark
California
$10.5M +$4.84M +76,137 +85%
OWM
79
Opes Wealth Management
California
$10.4M -$78.6K -1,237 -0.7%
PAG
80
Private Advisor Group
New Jersey
$10.4M -$2.37M -37,335 -19%
IF
81
Integrity Financial
Wyoming
$10.3M +$4.48M +70,475 +77%
HC
82
Hoese & Co
Minnesota
$10.1M +$1.26M +20,453 +14%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$9.98M +$8.26M +130,046 +481%
LPT
84
Legacy Private Trust
Wisconsin
$9.9M -$1.1M -17,316 -10%
AWA
85
Alaska Wealth Advisors
Alaska
$9.89M -$548K -8,628 -5%
RFA
86
Rollins Financial Advisors
New York
$9.82M +$2.64M +41,473 +37%
NF
87
Nikulski Financial
Iowa
$9.64M +$699 +11 +0%
BMCM
88
Burns Matteson Capital Management
New York
$9.53M +$2.41M +37,879 +34%
CWM
89
Chicago Wealth Management
Illinois
$9.5M +$273K +4,299 +3%
SMA
90
Sage Mountain Advisors
Georgia
$9.49M +$15.4K +243 +0.2%
CA
91
Cresta Advisors
Texas
$8.93M -$124K -1,952 -1%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$8.44M -$3.62M -57,000 -30%
MCM
93
MAI Capital Management
Ohio
$8.36M +$7.27M +114,369 +663%
SF
94
Symphony Financial
Texas
$8.18M +$567K +8,881 +7%
CFD
95
Creative Financial Designs
Indiana
$7.93M +$7.64M +120,271 +2,643%
DWS
96
Dynamic Wealth Strategies
California
$7.92M -$229K -3,609 -3%
Creative Planning
97
Creative Planning
Kansas
$7.91M -$930K -14,629 -11%
SWA
98
Strategies Wealth Advisors
Michigan
$7.82M -$280K -4,414 -3%
AF
99
Allworth Financial
California
$7.77M -$17.3K -272 -0.2%
CAC
100
Certified Advisory Corp
Florida
$7.61M +$1.27M +20,013 +20%
2 3
4
5 6