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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 %
WCG
201
Weaver Consulting Group
California
$1.5M -$33.8K -532 -2%
SI
202
Saxon Interests
Texas
$1.46M -$134K -2,103 -8%
BB
203
Bell Bank
North Dakota
$1.43M – – –
GWM
204
Geneos Wealth Management
Colorado
$1.42M -$84.2K -1,325 -6%
MCWS
205
McKinley Carter Wealth Services
West Virginia
$1.38M -$145K -2,280 -9%
P
206
&Partners
Tennessee
$1.36M +$631K +9,935 +86%
GS
207
GTS Securities
New York
$1.33M +$1.33M +20,897 New
HAG
208
HF Advisory Group
Maryland
$1.3M +$150K +2,364 +13%
Millennium Management
209
Millennium Management
New York
$1.3M +$1.3M +20,453 New
SCM
210
Steele Capital Management
Iowa
$1.3M +$1.3M +20,408 New
CAG
211
Curtis Advisory Group
California
$1.3M +$1.3M +20,401 New
LFA
212
Legacy Financial Advisors
Kentucky
$1.29M +$1.29M +20,247 New
MS
213
Madden Securities
Texas
$1.28M +$18K +284 +1%
EWM
214
Endowment Wealth Management
Wisconsin
$1.28M +$163K +2,562 +15%
AF
215
Apollon Financial
South Carolina
$1.27M +$54.4K +856 +4%
MOS
216
MGO One Seven
Ohio
$1.26M +$229K +3,603 +22%
HGERS
217
Householder Group Estate & Retirement Specialist
Arizona
$1.23M -$178K -2,795 -13%
SCM
218
Sage Capital Management
New Jersey
$1.23M -$2.42K -38 -0.2%
SW
219
SlateStone Wealth
Florida
$1.21M -$198K -3,124 -14%
FEM
220
Fulcrum Equity Management
Texas
$1.21M +$1.21M +19,018 New
HCP
221
Holt Capital Partners
Texas
$1.2M – – –
WTC
222
WhitTier Trust Company
Nevada
$1.19M – – –
GEA
223
Glen Eagle Advisors
New Jersey
$1.19M -$51.5K -810 -4%
KA
224
Kovack Advisors
Florida
$1.17M -$49.2K -775 -4%
SW
225
SteelPeak Wealth
California
$1.17M +$13.9K +219 +1%
7 8
9
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