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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 %
EE
176
EWG Elevate
California
$3.31M +$3.31M +49,423 New
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$3.22M -$55.6K -830 -2%
CAGAS
178
Capital Advisory Group Advisory Services
Minnesota
$3.17M +$138K +2,060 +5%
JWCA
179
J.W. Cole Advisors
Florida
$3.13M +$321K +4,793 +11%
RWA
180
Redhawk Wealth Advisors
Minnesota
$3.08M +$14.8K +221 +0.5%
OBWG
181
Onyx Bridge Wealth Group
New York
$2.99M +$962K +14,355 +47%
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$2.98M +$2.98M +44,431 +60,042%
NFA
183
Northwest Financial Advisors
Virginia
$2.98M +$643K +9,591 +28%
DFC
184
DBK Financial Counsel
Ohio
$2.95M +$343K +5,120 +13%
PAS
185
Park Avenue Securities
New York
$2.94M -$291K -4,339 -9%
CPWA
186
Cerro Pacific Wealth Advisors
California
$2.93M +$833K +12,379 +40%
GG
187
Greenwood Gearhart
Arkansas
$2.85M +$2.85M +42,526 New
EFL
188
ERn Financial LLC
Wisconsin
$2.73M -$536 -8 -0%
ACI
189
Alpha Cubed Investments
California
$2.71M +$39.4K +588 +1%
TFS
190
Thoroughbred Financial Services
Tennessee
$2.69M +$1.28M +19,132 +91%
CAG
191
Crestwood Advisors Group
Massachusetts
$2.68M +$28.6K +427 +1%
TWP
192
Tempus Wealth Planning
California
$2.6M +$2.6M +38,780 New
PTC
193
Private Trust Company
Ohio
$2.57M -$131K -1,955 -5%
Tudor Investment Corp
194
Tudor Investment Corp
Connecticut
$2.5M +$2.5M +37,304 New
OL
195
Owen LaRue
Kentucky
$2.49M +$74.7K +1,114 +3%
SWM
196
Sagace Wealth Management
Florida
$2.49M -$2.11M -31,550 -46%
EFA
197
Edge Financial Advisors
Illinois
$2.48M +$43.6K +650 +2%
Citadel Advisors
198
Citadel Advisors
Florida
$2.48M +$334K +4,982 +16%
MOS
199
MGO One Seven
Ohio
$2.46M -$362K -5,400 -13%
KTC
200
Kentucky Trust Company
Kentucky
$2.44M +$2.44M +36,405 New
6 7
8
9 10