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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.

New
Increased
Maintained
Reduced
Closed
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
Independent Advisor Alliance
North Carolina
$84.3M
2
LPL Financial
LPL Financial
California
$584M
3
Corient Private Wealth
Corient Private Wealth
Florida
$33.4M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$514M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$547M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
$43.9M
2
APCM
Alaska Permanent Capital Management
Alaska
$706K
3
PP
Prudential plc
United Kingdom
$0
4
Two Sigma Advisers
Two Sigma Advisers
New York
$0
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
126
IAG Wealth Partners
Wisconsin
$6.45M -$498K -7,424 -7%
KAS
127
KPP Advisory Services
Kentucky
$6.44M +$483K +7,212 +8%
CWM
128
Cedar Wealth Management
California
$6.37M +$1.03M +15,428 +19%
FPW
129
Flagship Private Wealth
Massachusetts
$6.37M +$233K +3,469 +4%
SIM
130
Synergy Investment Management
Florida
$6.35M +$6.35M +94,687 New
AWM
131
Avaii Wealth Management
Wisconsin
$6.09M +$46.3K +690 +0.8%
CCFM
132
Clear Creek Financial Management
Washington
$5.89M +$891K +13,297 +18%
PFT
133
Providence First Trust
Arizona
$5.77M +$108K +1,606 +2%
RA
134
RFG Advisory
Alabama
$5.75M -$128K -1,912 -2%
PLU
135
Performa Ltd (US)
South Carolina
$5.73M +$6.7K +100 +0.1%
PWA
136
Provenance Wealth Advisors
Florida
$5.67M +$40.7K +607 +0.7%
GWSG
137
GPS Wealth Strategies Group
Colorado
$5.54M +$823K +12,281 +17%
RAM
138
Riggs Asset Management
Pennsylvania
$5.41M +$52.7K +785 +1%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$5.26M -$21.1K -315 -0.4%
Invesco
140
Invesco
Georgia
$5.04M +$201 +3 +0%
HFM
141
Hartford Financial Management
Connecticut
$4.9M -$29.2K -436 -0.6%
BCI
142
Brinker Capital Investments
Pennsylvania
$4.87M -$439K -6,555 -8%
OPS
143
Orion Portfolio Solutions
Nebraska
$4.87M -$439K -6,555 -8%
BAM
144
Beaumont Asset Management
Texas
$4.84M +$437K +6,516 +10%
SPIA
145
Steward Partners Investment Advisory
New York
$4.76M -$3.9M -58,250 -45%
Comerica Bank
146
Comerica Bank
Texas
$4.69M +$13.1K +196 +0.3%
MA
147
Montag & Associates
Georgia
$4.68M -$20.2K -302 -0.4%
AWA
148
Alaska Wealth Advisors
Alaska
$4.62M -$5.37M -80,128 -54%
LWM
149
Lionshead Wealth Management
New York
$4.55M +$4.55M +67,904 New
AAS
150
Ameritas Advisory Services
Nebraska
$4.55M +$30.4K +454 +0.7%
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