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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 %
IFWM
201
Institute for Wealth Management
Colorado
$1.95M +$22.4K +333 +1%
ACA
202
Aspire Capital Advisors
Washington
$1.93M +$1.93M +28,656 New
DAS
203
Dynamic Advisor Solutions
Arizona
$1.92M +$75.9K +1,128 +4%
OAS
204
Optivise Advisory Services
Tennessee
$1.88M +$1.88M +27,946 New
CAL
205
Capital Advisors Ltd
Ohio
$1.85M +$19.6K +291 +1%
IDA
206
Intelligence Driven Advisers
California
$1.81M +$1.41K +21 +0.1%
EGM
207
Engineers Gate Manager
New York
$1.78M -$282K -4,197 -14%
MF
208
Meridian Financial
Massachusetts
$1.74M +$115K +1,704 +7%
HWA
209
HHM Wealth Advisors
Tennessee
$1.74M – – –
CAG
210
Curtis Advisory Group
California
$1.71M +$341K +5,073 +25%
RFA
211
Resurgent Financial Advisors
Georgia
$1.71M +$62.1K +923 +4%
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$1.71M +$12.2K +181 +0.7%
BB
213
Bell Bank
North Dakota
$1.66M +$149K +2,221 +10%
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$1.66M -$5.57M -82,822 -77%
MAG
215
Mayfair Advisory Group
Alabama
$1.65M +$8.57K +128 +0.5%
HPC
216
HM Payson & Co
Maine
$1.65M -$42.5K -632 -3%
SCM
217
Steele Capital Management
Iowa
$1.63M +$256K +3,811 +19%
BCM
218
Beaumont Capital Management
Massachusetts
$1.62M +$1.62M +24,088 New
FA
219
Fiduciary Alliance
South Carolina
$1.58M -$33.4K -497 -2%
WCG
220
Weaver Consulting Group
California
$1.58M -$4.98K -74 -0.3%
SVCP
221
Silicon Valley Capital Partners
California
$1.57M -$35.9K -533 -2%
P
222
&Partners
Tennessee
$1.56M +$120K +1,782 +8%
SI
223
Saxon Interests
Texas
$1.55M +$4.24K +63 +0.3%
LFA
224
Legacy Financial Advisors
Kentucky
$1.52M +$154K +2,291 +11%
HWP
225
Hibernia Wealth Partners
Louisiana
$1.5M -$671K -9,974 -31%
7 8
9
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