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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 %
KAS
101
Kestra Advisory Services
Texas
$9.03M +$7.26M +107,871 +410%
William Blair & Company
102
William Blair & Company
Illinois
$9.02M +$1.09M +16,196 +14%
SF
103
Symphony Financial
Texas
$8.89M +$283K +4,214 +3%
SPIA
104
Steward Partners Investment Advisory
New York
$8.7M +$8.53M +126,782 +5,094%
Creative Planning
105
Creative Planning
Kansas
$8.53M +$159K +2,367 +2%
SWA
106
Strategies Wealth Advisors
Michigan
$8.17M -$105K -1,564 -1%
MCM
107
MAI Capital Management
Ohio
$8.16M -$691K -10,270 -8%
AF
108
Allworth Financial
California
$8.15M -$57K -847 -0.7%
DWS
109
Dynamic Wealth Strategies
California
$8.08M -$307K -4,568 -4%
SFPG
110
Stonebridge Financial Planning Group
Florida
$8M +$225K +3,352 +3%
CWP
111
Concord Wealth Partners
Virginia
$7.89M +$251K +3,735 +3%
LOIM
112
Liberty One Investment Management
Illinois
$7.89M -$134K -1,990 -2%
PEA
113
Park Edge Advisors
Ohio
$7.48M +$1.77M +26,358 +31%
CWM
114
Cornerstone Wealth Management
Missouri
$7.26M +$58.1K +864 +0.8%
IWP
115
IAG Wealth Partners
Wisconsin
$6.98M -$437K -6,503 -6%
WDL
116
Well Done LLC
Michigan
$6.85M -$177K -2,628 -3%
IWM
117
IHT Wealth Management
Illinois
$6.8M +$1.37M +20,439 +25%
IF
118
Intrua Financial
Texas
$6.79M -$304K -4,515 -4%
EFS
119
Essex Financial Services
Connecticut
$6.63M -$525K -7,801 -7%
NRI
120
NFP Retirement Inc
California
$6.63M +$5.18K +77 +0.1%
CPC
121
Consolidated Planning Corp
Georgia
$6.61M +$1.23M +18,263 +23%
TWC
122
TD Waterhouse Canada
Ontario, Canada
$6.56M +$670K +10,068 +11%
WIA
123
Wetzel Investment Advisors
Indiana
$6.51M +$6.45M +95,850 +10,954%
HI
124
Harbour Investments
Wisconsin
$6.17M +$921K +13,687 +18%
FPW
125
Flagship Private Wealth
Massachusetts
$6.16M +$427K +6,350 +7%
3 4
5
6 7