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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 %
HWP
176
Hibernia Wealth Partners
Louisiana
$2.05M +$823K +12,957 +67%
GIA
177
GHP Investment Advisors
Colorado
$2.04M -$11.1K -174 -0.5%
CIA
178
Concurrent Investment Advisors
Florida
$2.03M +$27.6K +434 +1%
MCC
179
Money Concepts Capital
Florida
$1.98M -$29.4K -462 -1%
HP
180
Holistic Planning
Texas
$1.95M – – –
EGM
181
Engineers Gate Manager
New York
$1.95M +$1.95M +30,679 New
CPWA
182
Cerro Pacific Wealth Advisors
California
$1.9M +$1.9M +29,824 New
SP
183
Sequent Planning
Nebraska
$1.83M -$105K -1,661 -5%
IFWM
184
Institute for Wealth Management
Colorado
$1.82M +$64 +1 +0%
DAS
185
Dynamic Advisor Solutions
Arizona
$1.75M -$99.9K -1,572 -5%
CAL
186
Capital Advisors Ltd
Ohio
$1.73M +$508 +8 +0%
IDA
187
Intelligence Driven Advisers
California
$1.71M +$1.4K +22 +0.1%
SCM
188
Stonehearth Capital Management
Massachusetts
$1.7M -$23.5K -370 -1%
KAS
189
Kestra Advisory Services
Texas
$1.67M +$1.21M +19,092 +265%
KWM
190
Kingsview Wealth Management
Oregon
$1.65M +$206K +3,249 +14%
HWA
191
HHM Wealth Advisors
Tennessee
$1.64M – – –
WWM
192
WT Wealth Management
Arizona
$1.61M +$16.6K +261 +1%
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$1.6M -$38.1K -599 -2%
HPC
194
HM Payson & Co
Maine
$1.6M -$84.3K -1,327 -5%
CBC
195
Coombe, Bender & Co
New York
$1.59M -$24.9K -392 -2%
MAG
196
Mayfair Advisory Group
Alabama
$1.59M +$32.7K +506 +2%
RFA
197
Resurgent Financial Advisors
Georgia
$1.56M -$586K -9,225 -27%
FA
198
Fiduciary Alliance
South Carolina
$1.54M +$34.9K +545 +2%
MF
199
Meridian Financial
Massachusetts
$1.54M +$291K +4,577 +23%
SVCP
200
Silicon Valley Capital Partners
California
$1.51M -$30.8K -485 -2%
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8
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