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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 %
KPWS
151
Kestra Private Wealth Services
Texas
$4.54M +$2.53M +37,683 +125%
FHA
152
Flagship Harbor Advisors
Massachusetts
$4.53M -$720K -10,739 -14%
PA
153
Parallel Advisors
California
$4.52M -$47.3K -705 -1%
BBHC
154
Brown Brothers Harriman & Co
New York
$4.5M – – –
CWC
155
Carolinas Wealth Consulting
North Carolina
$4.43M +$3.14M +46,833 +243%
WMA
156
West Michigan Advisors
Michigan
$4.33M -$58K -866 -1%
Cerity Partners
157
Cerity Partners
New York
$4.23M -$287K -4,288 -6%
WWM
158
Western Wealth Management
Colorado
$4.23M +$313K +4,677 +8%
FDDB
159
Fidelity D&D Bancorp
Pennsylvania
$4.16M +$1.02M +15,169 +32%
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$4.12M -$10.4M -155,582 -72%
GM
161
GeoWealth Management
Illinois
$4.11M -$9.48M -141,463 -70%
GWMR
162
GC Wealth Management RIA
Massachusetts
$4.1M -$71.8K -1,071 -2%
PIWA
163
Prevail Innovative Wealth Advisors
Kansas
$4.06M +$1.21M +18,003 +42%
NYLIM
164
New York Life Investment Management
New York
$3.97M +$518K +7,726 +15%
CF
165
Convergence Financial
Missouri
$3.86M +$6.37K +95 +0.2%
ACP
166
Aveo Capital Partners
Colorado
$3.79M -$380K -5,671 -9%
HNWAG
167
High Net Worth Advisory Group
Florida
$3.73M +$121K +1,805 +3%
CIA
168
Concurrent Investment Advisors
Florida
$3.67M +$1.45M +21,630 +65%
VP
169
Verum Partners
North Carolina
$3.64M -$304K -4,528 -8%
KWM
170
Kingsview Wealth Management
Oregon
$3.56M +$824K +12,288 +30%
LI
171
LMCG Investments
Massachusetts
$3.51M -$35.3K -526 -1%
MFG
172
Merit Financial Group
Georgia
$3.45M +$57.4K +857 +2%
SA
173
Sanctuary Advisors
Indiana
$3.41M -$398K -5,649 -10%
SNWA
174
Siligmueller & Norvid Wealth Advisors
Illinois
$3.4M +$3.4M +50,652 New
KeyBank National Association
175
KeyBank National Association
Ohio
$3.38M +$210K +3,133 +7%
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7
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