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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
+$41.9M
2
Morgan Stanley
Morgan Stanley
New York
+$38.9M
3
MCM
Mainstay Capital Management
Michigan
+$33.1M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$25.3M
5
Wells Fargo
Wells Fargo
California
+$21.9M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$53.9M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$36.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$34.3M
4
VWM
Vigilare Wealth Management
Arizona
-$25.2M
5
PP
Prudential plc
United Kingdom
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIWA
176
Prevail Innovative Wealth Advisors
Kansas
$2.87M -$190K -2,828 -6%
MOS
177
MGO One Seven
Ohio
$2.83M +$1.49M +22,141 +111%
JWCA
178
J.W. Cole Advisors
Florida
$2.82M +$75K +1,115 +3%
WA
179
Win Advisors
Florida
$2.77M +$2.77M +41,195 New
KWM
180
Kingsview Wealth Management
Oregon
$2.75M +$1.01M +14,981 +58%
EFL
181
ERn Financial LLC
Wisconsin
$2.74M +$75.3K +1,119 +3%
PTC
182
Private Trust Company
Ohio
$2.71M -$401K -5,961 -13%
FMP
183
Financial Management Professionals
Texas
$2.68M +$2.68M +39,849 New
ACI
184
Alpha Cubed Investments
California
$2.68M -$133K -1,984 -5%
CAG
185
Crestwood Advisors Group
Massachusetts
$2.66M -$39.5K -587 -1%
DFC
186
DBK Financial Counsel
Ohio
$2.62M +$276K +4,104 +12%
SFS
187
Sowell Financial Services
Arkansas
$2.48M +$262K +3,900 +12%
RW
188
RVW Wealth
California
$2.46M -$107K -1,590 -4%
EFA
189
Edge Financial Advisors
Illinois
$2.45M +$2.45M +36,410 New
OL
190
Owen LaRue
Kentucky
$2.42M +$1.99M +29,547 +456%
GIA
191
Gladstone Institutional Advisory
Florida
$2.42M +$2.42M +35,928 New
NFA
192
Northwest Financial Advisors
Virginia
$2.34M +$72K +1,070 +3%
CIA
193
Concurrent Investment Advisors
Florida
$2.23M +$79.6K +1,183 +4%
JWBC
194
J.W. Burns & Co
New York
$2.18M +$2.69K +40 +0.1%
Citadel Advisors
195
Citadel Advisors
Florida
$2.15M +$2.15M +31,987 New
MCC
196
Money Concepts Capital
Florida
$2.14M +$40.2K +597 +2%
GIA
197
GHP Investment Advisors
Colorado
$2.12M -$35.3K -525 -2%
OBWG
198
Onyx Bridge Wealth Group
New York
$2.04M +$1.06M +15,739 +108%
KPWS
199
Kestra Private Wealth Services
Texas
$2.02M +$931K +13,836 +85%
CPWA
200
Cerro Pacific Wealth Advisors
California
$1.98M +$89K +1,400 +5%
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