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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.

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
ABWM
1
Alpine Bank Wealth Management
Colorado
$54.6M
2
AssetMark Inc
2
AssetMark Inc
California
$42M
3
Morgan Stanley
3
Morgan Stanley
New York
$350M
4
MCM
4
Mainstay Capital Management
Michigan
$97.8M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$527M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$829M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$5.81M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$817M
4
VWM
4
Vigilare Wealth Management
Arizona
$15.6M
5
PP
5
Prudential plc
United Kingdom
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$829M 12,318,067 -801,899 -6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$817M 12,144,923 -510,318 -4%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$527M 7,834,480 +376,770 +5%
LPL Financial
4
LPL Financial
California
$521M 7,743,714 +141,687 +2%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$490M 7,280,618 +260,719 +4%
Morgan Stanley
6
Morgan Stanley
New York
$350M 5,201,687 +577,742 +12%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$293M 4,356,752 -5,523 -0.1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$287M 4,263,355 +184,895 +5%
Bank of America
9
Bank of America
North Carolina
$270M 4,009,354 +325,207 +9%
Ameriprise
10
Ameriprise
Minnesota
$253M 3,754,709 +165,056 +5%
Wells Fargo
11
Wells Fargo
California
$209M 3,113,731 +325,320 +12%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$141M 2,093,687 +197,353 +10%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$125M 1,850,951 +56,499 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$119M 1,769,214 +299,402 +20%
Osaic Holdings
15
Osaic Holdings
Arizona
$115M 1,708,494 +289,584 +20%
SWA
16
SFMG Wealth Advisors
Texas
$110M 1,638,506 +6,374 +0.4%
UBS Group
17
UBS Group
Switzerland
$107M 1,586,400 +156,030 +11%
MCM
18
Mainstay Capital Management
Michigan
$97.8M 1,453,755 +492,561 +51%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$96.5M 1,434,374 +49,316 +4%
MAM
20
Madison Asset Management
Wisconsin
$91.2M 1,355,696 +119,540 +10%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$76.8M 1,142,264 +202,704 +22%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$76.1M 1,131,436 +113,544 +11%
EH
23
Equitable Holdings
New York
$70.2M 1,043,120 +66,758 +7%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$67.7M 1,006,957 +36,180 +4%
TC
25
Trilogy Capital
California
$67.3M 1,000,024 +230,807 +30%
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