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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
+$65.3M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$27.6M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$26.4M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$22.1M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
-$53.5M
2
APCM
Alaska Permanent Capital Management
Alaska
-$31M
3
PP
Prudential plc
United Kingdom
-$17.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$13.2M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
201
AssuredPartners Investment Advisors
Florida
$2.4M +$2.4M +35,755 New
MA
202
MONECO Advisors
Connecticut
$2.39M +$2.39M +35,630 New
MCC
203
Money Concepts Capital
Florida
$2.29M +$155K +2,316 +7%
RW
204
RVW Wealth
California
$2.23M -$220K -3,283 -9%
P
205
&Partners
Tennessee
$2.2M +$633K +9,408 +40%
JWBC
206
J.W. Burns & Co
New York
$2.15M -$23.8K -355 -1%
EWM
207
Endowment Wealth Management
Wisconsin
$2.14M +$669K +9,983 +45%
GCM
208
Generation Capital Management
New York
$2.08M +$2.08M +31,022 New
GIA
209
GHP Investment Advisors
Colorado
$2.08M -$35.5K -529 -2%
CIA
210
Compass Ion Advisors
Pennsylvania
$2.05M +$2.05M +30,521 New
OWM
211
OneAscent Wealth Management
Alabama
$2M +$884K +13,184 +79%
EWA
212
EverSource Wealth Advisors
Alabama
$2M +$1.47M +21,873 +277%
DAS
213
Dynamic Advisor Solutions
Arizona
$1.98M +$59.2K +883 +3%
IFWM
214
Institute for Wealth Management
Colorado
$1.94M -$11.6K -173 -0.6%
CAL
215
Capital Advisors Ltd
Ohio
$1.89M +$40.4K +603 +2%
ACA
216
Aspire Capital Advisors
Washington
$1.86M -$60.7K -906 -3%
IAIM
217
International Assets Investment Management
Florida
$1.84M +$1.84M +27,537 New
5W
218
5T Wealth
California
$1.83M +$1.83M +27,226 New
LFA
219
Legacy Financial Advisors
Kentucky
$1.79M +$279K +4,163 +18%
FGA
220
Fortis Group Advisors
New Jersey
$1.77M +$1.77M +26,415 New
RFA
221
Resurgent Financial Advisors
Georgia
$1.7M -$3.35K -50 -0.2%
CAG
222
Curtis Advisory Group
California
$1.69M -$13.9K -208 -0.8%
WAP
223
Wealthcare Advisory Partners
Pennsylvania
$1.68M -$19.8K -296 -1%
MAG
224
Mayfair Advisory Group
Alabama
$1.68M +$23.7K +353 +1%
BB
225
Bell Bank
North Dakota
$1.65M – – –
7 8
9
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