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Invesco S&P 500 Quality ETF (SPHQ) Institutional Ownership

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$63.01
+0.17 (+0.27%)
(As of 06/11/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)

Number of
Institutional Buyers
(last 12 months)
277
Total
Institutional Inflows
(last 12 months)
$1.73B
Number of
Institutional Sellers
(last 12 months)
179
Total
Institutional Outflows
(last 12 months)
$411.40M
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SPHQ Institutional Buying and Selling by Quarter

Invesco S&P 500 Quality ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/11/2024Jackson Wealth Management LLC148,121$8.95M1.1%+56.0%0.099%
6/11/2024 EverSource Wealth Advisors LLC10,263$599K0.0%+5,359.0%0.007%
5/24/2024 Cetera Advisor Networks LLC252,535$15.26M0.1%-1.0%0.169%
5/24/2024 Cetera Advisors LLC336,257$20.32M0.2%+58.3%0.225%
5/24/2024 Cetera Investment Advisers943,591$57.01M0.1%+127.3%0.631%
5/23/2024 ARQ Wealth Advisors LLC3,551$215K0.1%N/A0.002%
5/17/2024 Pineridge Advisors LLC777$47K0.0%N/A0.001%
5/17/2024 Comerica Bank63,731$3.85M0.0%+54.7%0.043%
5/15/2024 1832 Asset Management L.P.38,940$2.35M0.0%-82.6%0.027%
5/14/2024 Axxcess Wealth Management LLC14,805$895K0.0%-2.6%0.010%
5/14/2024 EP Wealth Advisors LLC12,379$748K0.0%+3.1%0.008%
5/14/2024 Burns Matteson Capital Management LLC112,133$6.78M3.9%+461.2%0.077%
5/13/2024Cedar Wealth Management LLC79,480$4.80M1.6%+4.2%0.054%
5/11/2024 Resurgent Financial Advisors LLC33,759$2.04M1.1%+167.7%0.023%
5/11/2024 Catalytic Wealth RIA LLC60,566$3.66M0.7%+4.3%0.041%
5/10/2024 Osaic Holdings Inc.1,667,109$100.73M0.2%+5.9%1.137%
5/10/2024 Prevail Innovative Wealth Advisors LLC41,342$2.50M0.9%+23.9%0.028%
5/10/2024 Nwam LLC15,188$907K0.1%+46.3%0.010%
5/9/2024 Private Portfolio Partners LLC14,122$853K0.2%+54.5%0.010%
5/9/2024 Orion Portfolio Solutions LLC85,368$5.16M0.1%-41.9%0.058%
5/9/2024 Blair William & Co. IL106,508$6.44M0.0%+9.9%0.073%
5/9/2024 Kingsview Wealth Management LLC22,641$1.37M0.0%-5.9%0.015%
5/9/2024 SageView Advisory Group LLC6,823$412K0.0%-53.1%0.005%
5/9/2024 Endowment Wealth Management Inc.17,589$1.06M0.8%N/A0.012%
5/8/2024 Cozad Asset Management Inc.203,762$12.31M1.3%-1.4%0.139%
5/8/2024 Avantax Advisory Services Inc.293,638$17.74M0.2%+552.8%0.200%
5/8/2024 US Bancorp DE7,600$459K0.0%-12.0%0.005%
5/8/2024 Thoroughbred Financial Services LLC4,316$260K0.0%-42.4%0.003%
5/7/2024 Sfmg LLC1,667,650$100.76M8.7%-1.5%1.138%
5/7/2024 Concurrent Investment Advisors LLC31,475$1.90M0.1%+18.3%0.021%
5/7/2024 Atomi Financial Group Inc.5,684$343K0.0%+34.9%0.004%
5/7/2024 BCGM Wealth Management LLC16,303$985K0.4%-1.8%0.011%
5/7/2024 Redwood Wealth Management Group LLC5,427$328K0.3%-18.1%0.004%
5/7/2024 PFG Advisors12,596$761K0.1%+37.9%0.009%
5/7/2024 Wealthspire Advisors LLC3,499$211K0.0%N/A0.002%
5/7/2024 Insight Advisors LLC PA6,138$371K0.1%-16.1%0.004%
5/6/2024 Envestnet Portfolio Solutions Inc.11,427$690K0.0%-3.9%0.008%
5/6/2024 Davidson Capital Management Inc.372,507$22.51M7.2%+8.7%0.254%
5/4/2024 Geneos Wealth Management Inc.23,686$1.43M0.1%-18.8%0.016%
5/4/2024 Riggs Asset Managment Co. Inc.38,851$2.35M0.7%-1.3%0.027%
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5/3/2024 Avidian Wealth Solutions LLC16,467$995K0.0%-11.4%0.011%
5/3/2024 Larson Financial Group LLC4,091$247K0.0%-10.2%0.003%
5/3/2024 Integrity Financial Corp WA91,612$5.54M3.8%+1,932.7%0.063%
5/2/2024 Smart Money Group LLC8,161$476K0.2%-2.6%0.006%
5/2/2024 Salomon & Ludwin LLC3,928$237K0.0%-37.6%0.003%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC6,615,038$399.68M9.1%+89.3%4.513%
5/2/2024 First Command Advisory Services Inc.13,745,877$830.65M8.7%-0.6%9.378%
5/2/2024 Lionsbridge Wealth Management LLC15,614$943K0.7%-1.3%0.011%
5/2/2024 Consolidated Planning Corp82,006$4.96M0.8%-2.4%0.056%
5/2/2024 Lincoln National Corp89,682$5.42M0.1%+1.6%0.061%
5/1/2024 Janney Montgomery Scott LLC42,071$2.54M0.0%+2.3%0.029%
5/1/2024 BNP Paribas Financial Markets900$54K0.0%-38.3%0.001%
5/1/2024 Intelligence Driven Advisers LLC26,861$1.62M0.2%-1.1%0.018%
5/1/2024 Concourse Financial Group Securities Inc.1,676$101K0.0%-95.4%0.001%
5/1/2024 BOK Financial Private Wealth Inc.1,743$105K0.0%N/A0.001%
5/1/2024 Mission Wealth Management LP11,601$701K0.0%+92.7%0.008%
5/1/2024 Sequoia Financial Advisors LLC8,198$495K0.0%-6.0%0.006%
4/30/2024 Private Advisor Group LLC200,795$12.13M0.1%+38.6%0.137%
4/30/2024 J.W. Cole Advisors Inc.38,448$2.32M0.1%+5.1%0.026%
4/30/2024 SpiderRock Advisors LLC16,600$984K0.0%N/A0.011%
4/30/2024 Mitchell Sinkler & Starr PA1,000$60K0.0%N/A0.001%
4/30/2024Concord Wealth Partners113,463$6.86M1.2%+32.7%0.077%
4/30/2024 Mainstay Capital Management LLC ADV935,811$56.54M10.7%-1.5%0.638%
4/30/2024 Hazlett Burt & Watson Inc.7,301$441K0.3%+19.8%0.005%
4/30/2024 Stock Yards Bank & Trust Co.4,495$272K0.0%N/A0.003%
4/29/2024Commonwealth Equity Services LLC913,192$55.18M0.1%+0.3%0.623%
4/29/2024 Silicon Valley Capital Partners24,322$1.47M0.2%-38.5%0.017%
4/29/2024 Union Savings Bank282,538$17.07M8.9%+56.3%0.193%
4/27/2024 Vigilare Wealth Management25,988$1.57M0.8%N/A0.018%
4/26/2024 SlateStone Wealth LLC22,184$1.34M0.1%-2.8%0.015%
4/26/2024 McKinley Carter Wealth Services Inc.24,017$1.45M0.1%-9.5%0.017%
4/26/2024 Clear Creek Financial Management LLC69,369$4.19M0.5%+588.0%0.048%
4/26/2024 Verdence Capital Advisors LLC8,322$503K0.0%+2.7%0.006%
4/25/2024 Capital Investment Advisory Services LLC8,643$522K0.1%+3.6%0.006%
4/25/2024 Olistico Wealth LLC11,681$706K0.5%+9.7%0.008%
4/25/2024 Summit Financial LLC13,868$838K0.0%N/A0.010%
4/25/2024 IAG Wealth Partners LLC112,693$6.81M1.5%-2.8%0.078%
4/25/2024 Cambridge Investment Research Advisors Inc.185,218$11.19M0.0%+46.4%0.128%
4/25/2024 Christopher J. Hasenberg Inc718$43K0.0%-99.8%0.000%
4/24/2024 Private Trust Co. NA41,817$2.53M0.3%-0.7%0.029%
4/24/2024 Leavell Investment Management Inc.10,165$614K0.0%-3.0%0.007%
4/24/2024 1900 Wealth Management LLC6,675$403K0.0%-51.5%0.005%
4/24/2024 Hartford Financial Management Inc.52,952$3.20M0.7%+37.7%0.037%
4/24/2024 Smith Anglin Financial LLC3,436$208K0.0%N/A0.002%
4/24/2024 Spire Wealth Management4,166$252K0.0%+26.3%0.003%
4/24/2024 Essex Financial Services Inc.79,791$4.82M0.4%+5.0%0.055%
4/23/2024 Lunt Capital Management Inc.9,542$577K0.3%-51.1%0.007%
4/23/2024 Global Retirement Partners LLC196,143$11.85M0.4%-15.3%0.135%
4/23/2024 Sage Mountain Advisors LLC149,085$9.01M0.9%+0.5%0.103%
4/23/2024 Fifth Third Bancorp4,620,115$279.15M1.1%+18,094.4%3.188%
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4/23/2024 Raymond James Financial Services Advisors Inc.668,030$40.36M0.1%-29.0%0.461%
4/22/2024 Strategic Financial Concepts LLC4,902$296K0.1%N/A0.003%
4/22/2024 Family Investment Center Inc.471,390$28.48M9.2%N/A0.325%
4/22/2024 Parsons Capital Management Inc. RI20,137$1.22M0.1%-10.7%0.014%
4/22/2024 Raymond James & Associates462,180$27.93M0.0%+75.5%0.319%
4/22/2024 Strategies Wealth Advisors LLC127,424$7.70M1.2%-1.0%0.088%
4/22/2024 Edge Financial Advisors LLC18,516$1.13M1.0%N/A0.013%
4/22/2024 Strategic Advisors LLC4,923$297K0.1%+19.6%0.003%
4/20/2024 KWB Wealth211,799$12.80M1.7%+30.0%0.146%
4/19/2024 Park Edge Advisors LLC65,251$3.94M1.1%N/A0.045%
(Data available from 1/1/2016 forward)

SPHQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPHQ shares?

During the previous two years, 423 institutional investors and hedge funds held shares of Invesco S&P 500 Quality ETF. The most heavily invested institutionals were First Command Advisory Services Inc. ($830.65M), Wealth Enhancement Advisory Services LLC ($421.62M), Cliftonlarsonallen Wealth Advisors LLC ($399.68M), Fifth Third Bancorp ($279.15M), LPL Financial LLC ($277.87M), FMR LLC ($205.20M), and Bank of America Corp DE ($143.13M).Learn more on SPHQ's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Quality ETF stock?

Of the 376 institutional investors that purchased Invesco S&P 500 Quality ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Command Advisory Services Inc. ($13.86M), Cliftonlarsonallen Wealth Advisors LLC ($6.62M), International Assets Investment Management LLC ($5.21M), Fifth Third Bancorp ($4.68M), Wealth Enhancement Advisory Services LLC ($3.20M), LPL Financial LLC ($2.47M), and Bank of New York Mellon Corp ($1.45M).

How much institutional buying is happening at Invesco S&P 500 Quality ETF?

Institutional investors have bought a total of 64,797,433 shares in the last 24 months. This purchase volume represents approximately $3.24B in transactions.

Which Invesco S&P 500 Quality ETF major shareholders have been selling company stock?

Of the 238 institutional investors that sold Invesco S&P 500 Quality ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Merit Financial Group LLC ($2.64M), Fifth Third Bancorp ($2.03M), Orion Portfolio Solutions LLC ($1.96M), Mainstay Capital Management LLC ADV ($1.13M), Wealth Management Resources Inc. ($631.45K), Madison Asset Management LLC ($584.32K), and Legacy Private Trust Co. ($528.63K).

How much institutional selling is happening at Invesco S&P 500 Quality ETF?

Institutional investors have sold a total of 16,609,569 shares in the last 24 months. This volume of shares sold represents approximately $810.16M in transactions.


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This page (NYSEARCA:SPHQ) was last updated on 6/11/2024 by MarketBeat.com Staff

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