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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 %
Two Sigma Advisers
76
Two Sigma Advisers
New York
$13.2M +$4.22M +62,800 +47%
FAIM
77
Financial Advocates Investment Management
Washington
$13.1M -$225K -3,329 -2%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$13M -$5.69M -84,642 -30%
RFA
79
Rollins Financial Advisors
New York
$12.7M +$2.3M +34,206 +22%
ES
80
Eagle Strategies
New York
$12.6M +$202K +2,999 +2%
BMCM
81
Burns Matteson Capital Management
New York
$12.5M +$2.42M +35,979 +24%
PAG
82
Private Advisor Group
New Jersey
$12.5M +$1.48M +21,941 +13%
SCA
83
Snowden Capital Advisors
New York
$12.4M -$571K -8,494 -4%
T
84
Tidemark
California
$12.1M +$997K +14,814 +9%
JPG
85
Jordan Park Group
California
$11.5M – – –
CMA
86
Cedar Mountain Advisors
Oregon
$11.4M -$396K -5,882 -3%
PS
87
Principal Securities
Iowa
$11.3M -$106K -1,583 -0.9%
IF
88
Integrity Financial
Wyoming
$11M +$126K +1,867 +1%
OWM
89
Opes Wealth Management
California
$11M -$24.5K -364 -0.2%
HC
90
Hoese & Co
Minnesota
$10.6M -$436K -6,480 -4%
SMA
91
Sage Mountain Advisors
Georgia
$10.3M +$301K +4,474 +3%
CA
92
Cresta Advisors
Texas
$10.3M +$821K +12,207 +9%
CWM
93
Chicago Wealth Management
Illinois
$10.1M +$79K +1,174 +0.8%
AWA
94
Alaska Wealth Advisors
Alaska
$10M -$438K -6,510 -4%
NF
95
Nikulski Financial
Iowa
$10M -$182K -2,711 -2%
LPT
96
Legacy Private Trust
Wisconsin
$9.97M -$516K -7,665 -5%
JWM
97
Jackson Wealth Management
Florida
$9.83M +$4.11M +61,061 +72%
LIA
98
Lynx Investment Advisory
District of Columbia
$9.25M +$2.13M +31,655 +30%
CAC
99
Certified Advisory Corp
Florida
$9.22M +$1.16M +17,280 +14%
TCM
100
TD Capital Management
Tennessee
$9.2M +$1.23M +18,280 +15%
2 3
4
5 6