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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
$804M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$121M
3
Morgan Stanley
Morgan Stanley
New York
$294M
4
LPL Financial
LPL Financial
California
$483M
5
VWM
Vigilare Wealth Management
Arizona
$38.5M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$834M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$277M
3
Osaic Holdings
Osaic Holdings
Arizona
$90.2M
4
FSA
Financial Services Advisory
Maryland
$545K
5
PCMC
Paragon Capital Management (Colorado)
Colorado
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
126
Orion Portfolio Solutions
Nebraska
$5.1M -$326K -5,133 -6%
CPC
127
Consolidated Planning Corp
Georgia
$5.09M -$123K -1,941 -2%
CWM
128
Cedar Wealth Management
California
$5.06M +$9.47K +149 +0.2%
RAM
129
Riggs Asset Management
Pennsylvania
$4.99M +$2.52M +39,711 +102%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$4.98M +$7.75K +122 +0.2%
HI
131
Harbour Investments
Wisconsin
$4.96M +$667K +10,501 +16%
Invesco
132
Invesco
Georgia
$4.77M -$848K -13,352 -15%
HFM
133
Hartford Financial Management
Connecticut
$4.69M +$1.33M +20,904 +39%
CCFM
134
Clear Creek Financial Management
Washington
$4.68M +$277K +4,354 +6%
VP
135
Verum Partners
North Carolina
$4.61M -$557K -8,772 -11%
PA
136
Parallel Advisors
California
$4.49M +$122K +1,924 +3%
MA
137
Montag & Associates
Georgia
$4.46M -$37.7K -593 -0.8%
Cerity Partners
138
Cerity Partners
New York
$4.42M -$16.3K -256 -0.4%
MFG
139
Merit Financial Group
Georgia
$4.35M -$235K -3,700 -5%
SWM
140
Sagace Wealth Management
Florida
$4.33M +$4.33M +67,147 New
Comerica Bank
141
Comerica Bank
Texas
$4.12M +$75.3K +1,185 +2%
SOS
142
Silver Oak Securities
Tennessee
$4.06M -$937K -14,740 -19%
WMA
143
West Michigan Advisors
Michigan
$4.04M -$74.2K -1,168 -2%
PAS
144
Park Avenue Securities
New York
$4.02M -$196K -3,077 -5%
GWMR
145
GC Wealth Management RIA
Massachusetts
$3.92M +$74.8K +1,177 +2%
CF
146
Convergence Financial
Missouri
$3.74M +$3.74M +58,812 New
Focus Partners Wealth
147
Focus Partners Wealth
Massachusetts
$3.65M +$3.65M +57,458 New
BAM
148
Beaumont Asset Management
Texas
$3.63M +$58.6K +922 +2%
BMMM
149
Boston Mountain Money Management
Arkansas
$3.52M -$63.5K -1,000 -2%
WWM
150
Western Wealth Management
Colorado
$3.48M +$23.2K +365 +0.7%
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