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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.

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 %
T
76
Tidemark
California
$13.1M +$1.06M +15,767 +9%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$13.1M -$176K -2,579 -1%
SCA
78
Snowden Capital Advisors
New York
$12.6M +$179K +2,670 +1%
PAG
79
Private Advisor Group
New Jersey
$12.2M -$191K -2,854 -2%
FAIM
80
Financial Advocates Investment Management
Washington
$12.1M -$924K -13,780 -7%
PS
81
Principal Securities
Iowa
$11.5M +$169K +2,527 +2%
JPG
82
Jordan Park Group
California
$11.4M – – –
OWM
83
Opes Wealth Management
California
$11M +$55.1K +822 +0.5%
CMA
84
Cedar Mountain Advisors
Oregon
$11M -$297K -4,424 -3%
IF
85
Integrity Financial
Wyoming
$11M +$19.7K +294 +0.2%
William Blair & Company
86
William Blair & Company
Illinois
$10.9M +$1.91M +28,460 +21%
CF
87
Collier Financial
Colorado
$10.9M +$10.9M +161,970 New
SO
88
Sierra Ocean
California
$10.8M +$10.8M +160,708 New
KAS
89
Kestra Advisory Services
Texas
$10.7M +$1.73M +25,832 +19%
HC
90
Hoese & Co
Minnesota
$10.7M +$140K +2,089 +1%
CWM
91
Chicago Wealth Management
Illinois
$10.3M +$211K +3,152 +2%
CA
92
Cresta Advisors
Texas
$10.3M – – –
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$10.2M +$8.52M +127,157 +516%
NF
94
Nikulski Financial
Iowa
$10.1M +$82.3K +1,228 +0.8%
SMA
95
Sage Mountain Advisors
Georgia
$9.75M -$564K -8,413 -5%
JWM
96
Jackson Wealth Management
Florida
$9.69M -$103K -1,542 -1%
PIA
97
Perennial Investment Advisors
California
$9.57M +$8.63M +128,768 +925%
CAC
98
Certified Advisory Corp
Florida
$9.49M +$304K +4,534 +3%
TCM
99
TD Capital Management
Tennessee
$9.45M +$278K +4,148 +3%
LIA
100
Lynx Investment Advisory
District of Columbia
$9.43M +$209K +3,122 +2%
2 3
4
5 6