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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$101M
2
MIA
2
Madison Investment Advisors
Wisconsin
$88.6M
3
IAA
3
Independent Advisor Alliance
North Carolina
$84.3M
4
LPL Financial
4
LPL Financial
California
$584M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$33.4M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$43.9M
2
APCM
2
Alaska Permanent Capital Management
Alaska
$706K
3
PP
3
Prudential plc
United Kingdom
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$0
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$128M
Name Market Value Shares Shares
Change 		Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$833M 12,434,226 +116,159 +0.9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$821M 12,252,845 +107,922 +0.9%
LPL Financial
3
LPL Financial
California
$584M 8,718,323 +974,609 +13%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$547M 8,163,750 +329,270 +4%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$514M 7,673,847 +393,229 +5%
Morgan Stanley
6
Morgan Stanley
New York
$367M 5,475,868 +274,181 +5%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$290M 4,332,764 -23,988 -0.6%
Bank of America
8
Bank of America
North Carolina
$284M 4,231,342 +221,988 +6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$277M 4,138,842 -124,513 -3%
Ameriprise
10
Ameriprise
Minnesota
$253M 3,778,136 +23,427 +0.6%
Wells Fargo
11
Wells Fargo
California
$212M 3,167,576 +53,845 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$130M 1,942,219 +173,005 +10%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$128M 1,905,573 -188,114 -9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$127M 1,894,097 +43,146 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$123M 1,886,909 +178,415 +10%
UBS Group
16
UBS Group
Switzerland
$111M 1,650,071 +63,671 +4%
SWA
17
SFMG Wealth Advisors
Texas
$110M 1,645,373 +6,867 +0.4%
Raymond James Financial
18
Raymond James Financial
Florida
$101M 1,502,266 +1,502,266 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$97.7M 1,457,360 +22,986 +2%
MAM
20
Madison Asset Management
Wisconsin
$88.6M 1,322,117 -33,579 -2%
MIA
21
Madison Investment Advisors
Wisconsin
$88.6M 1,322,117 +1,322,117 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$86M 1,282,702 +140,438 +12%
IAA
23
Independent Advisor Alliance
North Carolina
$84.3M 1,257,112 +1,257,112 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$75M 1,118,998 -12,438 -1%
EH
25
Equitable Holdings
New York
$72.9M 1,087,680 +44,560 +4%
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