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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.

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 %
LOIM
101
Liberty One Investment Management
Illinois
$7.58M -$35.3K -556 -0.5%
TCM
102
TD Capital Management
Tennessee
$7.53M +$487K +7,666 +7%
William Blair & Company
103
William Blair & Company
Illinois
$7.49M +$727K +11,436 +11%
SFPG
104
Stonebridge Financial Planning Group
Florida
$7.34M +$483K +7,596 +7%
CWP
105
Concord Wealth Partners
Virginia
$7.22M +$7.69K +121 +0.1%
IWP
106
IAG Wealth Partners
Wisconsin
$7M -$158K -2,492 -2%
PFS
107
Prospera Financial Services
Texas
$6.91M +$4.01M +63,108 +138%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$6.83M +$5.6M +88,081 +455%
CWM
109
Cornerstone Wealth Management
Missouri
$6.81M -$10.5K -166 -0.2%
LIA
110
Lynx Investment Advisory
District of Columbia
$6.73M +$6.73M +105,878 New
IF
111
Intrua Financial
Texas
$6.7M -$2.86M -45,021 -30%
EFS
112
Essex Financial Services
Connecticut
$6.69M +$1.67M +26,519 +33%
WDL
113
Well Done LLC
Michigan
$6.63M -$200K -3,145 -3%
NRI
114
NFP Retirement Inc
California
$6.26M +$164K +2,578 +3%
AWM
115
AE Wealth Management
Kansas
$6.06M -$4.51M -70,992 -43%
RA
116
RFG Advisory
Alabama
$5.89M +$75K +1,181 +1%
PLU
117
Performa Ltd (US)
South Carolina
$5.81M +$209K +3,289 +4%
TWC
118
TD Waterhouse Canada
Ontario, Canada
$5.64M -$110K -1,732 -2%
PWA
119
Provenance Wealth Advisors
Florida
$5.61M -$214K -3,361 -4%
FPW
120
Flagship Private Wealth
Massachusetts
$5.41M +$127K +1,996 +2%
JWM
121
Jackson Wealth Management
Florida
$5.41M -$4.01M -63,032 -43%
PEA
122
Park Edge Advisors
Ohio
$5.39M +$1.24M +19,526 +30%
PFT
123
Providence First Trust
Arizona
$5.25M -$19.1K -301 -0.4%
IWM
124
IHT Wealth Management
Illinois
$5.14M +$1.56M +24,569 +44%
OPS
125
Orion Portfolio Solutions
Nebraska
$5.1M -$326K -5,133 -6%
3 4
5
6 7