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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 %
LI
151
LMCG Investments
Massachusetts
$3.27M -$68.5K -1,078 -2%
HNWAG
152
High Net Worth Advisory Group
Florida
$3.2M +$154K +2,423 +5%
Prudential Financial
153
Prudential Financial
New Jersey
$3.01M +$2.36M +37,196 +363%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$2.99M +$315K +4,957 +12%
RWA
155
Redhawk Wealth Advisors
Minnesota
$2.96M -$158K -2,494 -5%
PTC
156
Private Trust Company
Ohio
$2.94M +$285K +4,486 +11%
PIWA
157
Prevail Innovative Wealth Advisors
Kansas
$2.89M +$262K +4,118 +10%
CAGAS
158
Capital Advisory Group Advisory Services
Minnesota
$2.89M -$32.6K -513 -1%
FDDB
159
Fidelity D&D Bancorp
Pennsylvania
$2.84M -$26.1K -410 -0.9%
KeyBank National Association
160
KeyBank National Association
Ohio
$2.77M +$73.2K +1,152 +3%
ACI
161
Alpha Cubed Investments
California
$2.65M -$92.6K -1,458 -3%
NA
162
NewEdge Advisors
Louisiana
$2.64M +$250K +3,940 +10%
JWCA
163
J.W. Cole Advisors
Florida
$2.59M +$148K +2,327 +6%
KAS
164
KPP Advisory Services
Kentucky
$2.55M +$40.3K +634 +2%
CAG
165
Crestwood Advisors Group
Massachusetts
$2.55M -$144K -2,264 -5%
EFL
166
ERn Financial LLC
Wisconsin
$2.52M +$80.4K +1,265 +3%
RW
167
RVW Wealth
California
$2.43M -$118K -1,852 -5%
IAIM
168
International Assets Investment Management
Florida
$2.41M -$579K -9,115 -19%
Renaissance Technologies
169
Renaissance Technologies
New York
$2.31M -$457K -7,200 -17%
DFC
170
DBK Financial Counsel
Ohio
$2.21M -$11K -173 -0.5%
NFA
171
Northwest Financial Advisors
Virginia
$2.14M +$340K +5,357 +19%
AAS
172
Ameritas Advisory Services
Nebraska
$2.1M +$963K +15,158 +85%
MW
173
Members Wealth
Pennsylvania
$2.1M +$2.1M +29,260 New
SFS
174
Sowell Financial Services
Arkansas
$2.09M +$337K +5,300 +19%
JWBC
175
J.W. Burns & Co
New York
$2.06M -$42.4K -667 -2%
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