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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 %
CAL
176
Capital Advisors Ltd
Ohio
$1.65M +$69K +1,142 +4%
SCM
177
Stonehearth Capital Management
Massachusetts
$1.64M -$51.4K -850 -3%
Jones Financial Companies
178
Jones Financial Companies
Missouri
$1.63M +$1.62M +26,819 +13,410%
IDA
179
Intelligence Driven Advisers
California
$1.62M -$18.4K -304 -1%
HPC
180
HM Payson & Co
Maine
$1.6M -$49.6K -821 -3%
VWM
181
Vigilare Wealth Management
Arizona
$1.57M +$1.57M +25,988 New
HWA
182
HHM Wealth Advisors
Tennessee
$1.56M -$155K -2,565 -9%
WAP
183
Wealthcare Advisory Partners
Pennsylvania
$1.56M -$46K -761 -3%
CBC
184
Coombe, Bender & Co
New York
$1.54M -$104K -1,720 -6%
WWM
185
WT Wealth Management
Arizona
$1.51M +$189K +3,120 +14%
SI
186
Saxon Interests
Texas
$1.51M -$60 -1 -0%
SVCP
187
Silicon Valley Capital Partners
California
$1.47M -$918K -15,198 -38%
WCG
188
Weaver Consulting Group
California
$1.46M -$103K -1,706 -7%
MAG
189
Mayfair Advisory Group
Alabama
$1.45M +$151K +2,506 +12%
MCWS
190
McKinley Carter Wealth Services
West Virginia
$1.45M -$151K -2,507 -9%
GWM
191
Geneos Wealth Management
Colorado
$1.43M -$332K -5,491 -19%
FA
192
Fiduciary Alliance
South Carolina
$1.42M +$42.7K +707 +3%
KWM
193
Kingsview Wealth Management
Oregon
$1.37M -$85.6K -1,416 -6%
BB
194
Bell Bank
North Dakota
$1.36M – – –
HGERS
195
Householder Group Estate & Retirement Specialist
Arizona
$1.34M -$6.47K -107 -0.5%
SW
196
SlateStone Wealth
Florida
$1.34M -$39.2K -649 -3%
Jane Street
197
Jane Street
New York
$1.32M -$296K -4,907 -18%
Baird Financial Group
198
Baird Financial Group
Wisconsin
$1.24M +$83.6K +1,383 +7%
PCM
199
Parsons Capital Management
Rhode Island
$1.22M -$145K -2,407 -11%
MS
200
Madden Securities
Texas
$1.2M +$1.2M +19,908 New
6 7
8
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