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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 %
LPT
101
Legacy Private Trust
Wisconsin
$9.43M -$507K -7,565 -5%
PEA
102
Park Edge Advisors
Ohio
$9.35M +$1.9M +28,294 +25%
SF
103
Symphony Financial
Texas
$9.32M +$219K +3,190 +2%
HC
104
Headland Capital
South Carolina
$8.93M +$8.93M +133,252 New
SWA
105
Strategies Wealth Advisors
Michigan
$8.48M -$65.5K -930 -0.8%
DWS
106
Dynamic Wealth Strategies
California
$8.34M +$291K +4,337 +4%
AF
107
Allworth Financial
California
$8.29M -$93.9K -1,356 -1%
CWA
108
Core Wealth Advisors
Florida
$8.18M +$8.18M +121,984 New
Creative Planning
109
Creative Planning
Kansas
$8.09M -$417K -6,214 -5%
SFPG
110
Stonebridge Financial Planning Group
Florida
$7.98M +$8.25K +123 +0.1%
CWP
111
Concord Wealth Partners
Virginia
$7.83M -$30.9K -461 -0.4%
LOIM
112
Liberty One Investment Management
Illinois
$7.82M -$45.8K -684 -0.6%
MIH
113
Meitav Investment House
Israel
$7.77M +$7.77M +116,001 New
IWM
114
IHT Wealth Management
Illinois
$7.56M +$775K +11,567 +11%
NA
115
NewEdge Advisors
Louisiana
$7.44M +$4.48M +66,791 +151%
MCM
116
MAI Capital Management
Ohio
$7.43M -$702K -10,467 -9%
CWM
117
Cornerstone Wealth Management
Missouri
$7.13M -$106K -1,575 -1%
HI
118
Harbour Investments
Wisconsin
$7M +$858K +12,799 +14%
WDL
119
Well Done LLC
Michigan
$6.85M – – –
EFS
120
Essex Financial Services
Connecticut
$6.79M +$184K +2,744 +3%
CPC
121
Consolidated Planning Corp
Georgia
$6.76M +$167K +2,492 +3%
TWC
122
TD Waterhouse Canada
Ontario, Canada
$6.62M +$6.57K +98 +0.1%
NRI
123
NFP Retirement Inc
California
$6.56M -$43.4K -647 -0.7%
WIA
124
Wetzel Investment Advisors
Indiana
$6.53M +$44.2K +660 +0.7%
IF
125
Intrua Financial
Texas
$6.48M -$289K -4,306 -4%
3 4
5
6 7