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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 %
BAM
151
Beaumont Asset Management
Texas
$4.42M +$583K +8,672 +15%
WMA
152
West Michigan Advisors
Michigan
$4.4M +$128K +1,909 +3%
Renaissance Technologies
153
Renaissance Technologies
New York
$4.27M +$1.83M +27,200 +75%
GWMR
154
GC Wealth Management RIA
Massachusetts
$4.19M +$36.5K +543 +0.9%
ACP
155
Aveo Capital Partners
Colorado
$4.19M +$4.19M +62,284 New
VP
156
Verum Partners
North Carolina
$3.96M -$913K -13,579 -19%
WWM
157
Western Wealth Management
Colorado
$3.93M +$249K +3,703 +7%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$3.91M +$2.84M +42,172 +264%
CF
159
Convergence Financial
Missouri
$3.87M -$90.6K -1,347 -2%
Citigroup
160
Citigroup
New York
$3.74M +$3.4M +50,525 +990%
BMMM
161
Boston Mountain Money Management
Arkansas
$3.73M – – –
SA
162
Sanctuary Advisors
Indiana
$3.7M +$2.78M +40,676 +304%
HNWAG
163
High Net Worth Advisory Group
Florida
$3.62M +$233K +3,465 +7%
LI
164
LMCG Investments
Massachusetts
$3.56M +$95.3K +1,416 +3%
SOS
165
Silver Oak Securities
Tennessee
$3.52M -$737K -11,052 -17%
NYLIM
166
New York Life Investment Management
New York
$3.46M +$2.76M +41,062 +393%
MFG
167
Merit Financial Group
Georgia
$3.4M -$1.21M -17,989 -26%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$3.29M +$127K +1,895 +4%
PAS
169
Park Avenue Securities
New York
$3.24M -$1.02M -15,098 -24%
KeyBank National Association
170
KeyBank National Association
Ohio
$3.19M +$252K +3,744 +9%
FDDB
171
Fidelity D&D Bancorp
Pennsylvania
$3.15M +$150K +2,233 +5%
FIA
172
Foundations Investment Advisors
Arizona
$3.1M +$2.65M +39,413 +594%
RWA
173
Redhawk Wealth Advisors
Minnesota
$3.08M -$57.4K -854 -2%
CAGAS
174
Capital Advisory Group Advisory Services
Minnesota
$3.04M -$14.1K -210 -0.5%
NA
175
NewEdge Advisors
Louisiana
$2.98M +$182K +2,699 +6%
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7
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