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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 %
MF
201
Meridian Financial
Massachusetts
$1.19M +$404K +6,689 +52%
GEA
202
Glen Eagle Advisors
New Jersey
$1.18M -$29.4K -487 -2%
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
$1.17M -$2.89M -47,838 -71%
SCM
204
Sage Capital Management
New Jersey
$1.17M -$9.67K -160 -0.8%
HWP
205
Hibernia Wealth Partners
Louisiana
$1.17M +$1.17M +19,295 New
KA
206
Kovack Advisors
Florida
$1.16M -$25.4K -420 -2%
AF
207
Apollon Financial
South Carolina
$1.16M +$6.47K +107 +0.6%
SAG
208
SageView Advisory Group
California
$1.16M -$1.31M -7,737 -53%
HCP
209
Holt Capital Partners
Texas
$1.14M – – –
WTC
210
WhitTier Trust Company
Nevada
$1.13M – – –
EFA
211
Edge Financial Advisors
Illinois
$1.13M +$1.13M +18,516 New
SW
212
SteelPeak Wealth
California
$1.1M -$412K -6,814 -27%
HAG
213
HF Advisory Group
Maryland
$1.1M -$5.02K -83 -0.5%
ES
214
Eagle Strategies
New York
$1.09M -$7.81M -129,183 -88%
EWM
215
Endowment Wealth Management
Wisconsin
$1.06M +$1.06M +17,589 New
AAS
216
Ameritas Advisory Services
Nebraska
$1.06M +$645K +10,925 +157%
MCM
217
MAI Capital Management
Ohio
$1.04M +$483 +8 +0%
Goldman Sachs
218
Goldman Sachs
New York
$1.02M +$1.02M +16,827 New
WA
219
WESPAC Advisors
California
$1M +$1M +16,632 New
AWE
220
Avidian Wealth Enterprises
Texas
$995K -$128K -2,121 -11%
BWM
221
BCGM Wealth Management
Indiana
$985K -$18.3K -303 -2%
SA
222
SpiderRock Advisors
Delaware
$984K +$984K +16,600 New
MOS
223
MGO One Seven
Ohio
$984K +$720K +11,918 +273%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$954K +$173K +2,868 +22%
SWA
225
Stratos Wealth Advisors
Ohio
$948K +$1.03K +17 +0.1%
7 8
9
10 11