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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.

New
Increased
Maintained
Reduced
Closed
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
AssetMark Inc
California
$42M
2
Morgan Stanley
Morgan Stanley
New York
$350M
3
MCM
Mainstay Capital Management
Michigan
$97.8M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$527M
5
Wells Fargo
Wells Fargo
California
$209M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$829M
2
Corient Private Wealth
Corient Private Wealth
Florida
$5.81M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$817M
4
VWM
Vigilare Wealth Management
Arizona
$15.6M
5
PP
Prudential plc
United Kingdom
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Avaii Wealth Management
Wisconsin
$6.07M +$6.07M +90,235 New
KAS
127
KPP Advisory Services
Kentucky
$5.98M +$3.27M +48,666 +121%
RA
128
RFG Advisory
Alabama
$5.9M -$338K -5,025 -5%
Corient Private Wealth
129
Corient Private Wealth
Florida
$5.81M -$36.1M -536,788 -86%
PLU
130
Performa Ltd (US)
South Carolina
$5.74M -$414K -6,157 -7%
PFT
131
Providence First Trust
Arizona
$5.69M +$129K +1,912 +2%
PWA
132
Provenance Wealth Advisors
Florida
$5.65M -$285K -4,239 -5%
RAM
133
Riggs Asset Management
Pennsylvania
$5.37M +$80.3K +1,193 +2%
CWM
134
Cedar Wealth Management
California
$5.36M +$202 +3 +0%
BCI
135
Brinker Capital Investments
Pennsylvania
$5.33M -$70.4K -1,047 -1%
OPS
136
Orion Portfolio Solutions
Nebraska
$5.33M -$70.4K -1,047 -1%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$5.3M +$20.6K +306 +0.4%
FHA
138
Flagship Harbor Advisors
Massachusetts
$5.27M +$5.27M +78,378 New
Invesco
139
Invesco
Georgia
$5.06M +$5.99K +89 +0.1%
CCFM
140
Clear Creek Financial Management
Washington
$5.02M +$59.4K +883 +1%
HFM
141
Hartford Financial Management
Connecticut
$4.95M -$16.9K -251 -0.3%
Prudential Financial
142
Prudential Financial
New Jersey
$4.85M +$1.66M +24,700 +52%
GWSG
143
GPS Wealth Strategies Group
Colorado
$4.73M +$4.66M +69,347 +6,825%
MA
144
Montag & Associates
Georgia
$4.71M -$5.72K -85 -0.1%
Comerica Bank
145
Comerica Bank
Texas
$4.69M +$326K +4,846 +7%
SWM
146
Sagace Wealth Management
Florida
$4.68M +$104K +1,534 +2%
PA
147
Parallel Advisors
California
$4.58M -$176K -2,620 -4%
Cerity Partners
148
Cerity Partners
New York
$4.54M -$144K -2,146 -3%
AAS
149
Ameritas Advisory Services
Nebraska
$4.53M +$2.31M +34,331 +104%
BBHC
150
Brown Brothers Harriman & Co
New York
$4.52M +$4.18M +62,200 +1,244%
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