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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

474 hedge funds and large institutions have $5.97B invested in Invesco S&P 500 Quality ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+33
Holders Change %
+7.48%
% of All Funds
6.87%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.46%
New
63
Increased
185
Reduced
146
Closed
28
Calls
$876K
Puts
$387K
Net Calls
+$489K
Net Calls Change
+$489K

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$279M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$400M
3
Ameriprise
3
Ameriprise
Minnesota
$197M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$422M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$57M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$195M
2
CW
2
Connectus Wealth
Ohio
$3.45M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$47.2M
4
SGWM
4
Sterling Group Wealth Management
California
$228K
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$43.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
151
Alpha Cubed Investments
California
$2.61M -$484K -8,016 -16%
KeyBank National Association
152
KeyBank National Association
Ohio
$2.56M +$186K +3,084 +8%
CAG
153
Crestwood Advisors Group
Massachusetts
$2.56M +$117K +1,942 +5%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$2.54M +$56.7K +938 +2%
PTC
155
Private Trust Company
Ohio
$2.53M -$17.5K -290 -0.7%
PIWA
156
Prevail Innovative Wealth Advisors
Kansas
$2.5M +$483K +7,987 +24%
RW
157
RVW Wealth
California
$2.42M -$117K -1,931 -5%
KAS
158
KPP Advisory Services
Kentucky
$2.39M +$2.39M +39,554 New
1832 Asset Management
159
1832 Asset Management
Ontario, Canada
$2.35M -$11.2M -184,613 -83%
RAM
160
Riggs Asset Management
Pennsylvania
$2.35M -$31.8K -527 -1%
JWCA
161
J.W. Cole Advisors
Florida
$2.32M +$112K +1,858 +5%
EFL
162
ERn Financial LLC
Wisconsin
$2.32M -$14K -231 -0.6%
NA
163
NewEdge Advisors
Louisiana
$2.27M -$227K -3,752 -9%
DFC
164
DBK Financial Counsel
Ohio
$2.12M +$6.83K +113 +0.3%
RFA
165
Resurgent Financial Advisors
Georgia
$2.04M +$1.28M +21,146 +168%
JWBC
166
J.W. Burns & Co
New York
$2M +$5.68K +94 +0.3%
HP
167
Holistic Planning
Texas
$1.95M -$206K -3,406 -10%
GIA
168
GHP Investment Advisors
Colorado
$1.95M -$75.3K -1,246 -4%
MCC
169
Money Concepts Capital
Florida
$1.91M -$114K -1,895 -6%
CIA
170
Concurrent Investment Advisors
Florida
$1.9M +$295K +4,880 +18%
SP
171
Sequent Planning
Nebraska
$1.84M +$1.84M +30,472 New
DAS
172
Dynamic Advisor Solutions
Arizona
$1.76M +$75.6K +1,251 +5%
IFWM
173
Institute for Wealth Management
Colorado
$1.74M +$60 +1 +0%
NFA
174
Northwest Financial Advisors
Virginia
$1.72M +$711K +11,770 +71%
SFS
175
Sowell Financial Services
Arkansas
$1.67M +$1.05M +17,418 +171%
5 6
7
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