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

Invesco S&P 500 Quality ETF logo
$65.67
-1.00 (-1.50%)
(As of 10/31/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)

Number of
Institutional Buyers
(last 12 months)
286
Total
Institutional Inflows
(last 12 months)
$2.59B
Number of
Institutional Sellers
(last 12 months)
182
Total
Institutional Outflows
(last 12 months)
$359.83M
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SPHQ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/31/2024WoodTrust Financial Corp5,505$370K0.1%N/A0.004%
10/31/2024Cozad Asset Management Inc.226,925$15.27M1.5%+8.6%0.152%
10/31/2024Financial Services Advisory Inc5,954$401K0.1%-30.6%0.004%
10/31/2024 Concurrent Investment Advisors LLC33,092$2.23M0.1%+3.7%0.022%
10/30/2024 Milestone Investment Advisors LLC523,245$35.20M9.9%-14.1%0.350%
10/30/2024 Avidian Wealth Enterprises LLC9,065$610K0.0%-28.1%0.006%
10/30/2024 Flagship Private Wealth LLC91,552$6.16M3.2%+7.5%0.061%
10/30/2024 HF Advisory Group LLC21,057$1.42M0.7%+2.7%0.014%
10/30/2024 Crestwood Advisors Group LLC39,482$2.66M0.1%-1.5%0.026%
10/30/2024 Ameritas Advisory Services LLC67,378$4.53M0.2%+103.9%0.045%
10/30/2024 Hanlon Investment Management Inc.5,098$343K0.1%N/A0.003%
10/30/2024 Hazlett Burt & Watson Inc.7,547$508K0.2%-14.1%0.005%
10/30/2024 Silicon Valley Capital Partners23,304$1.57M0.2%-2.2%0.016%
10/30/2024 Wetzel Investment Advisors Inc.96,725$6.51M3.3%+10,954.3%0.065%
10/29/2024 Opes Wealth Management LLC163,811$11.02M2.1%-0.2%0.110%
10/29/2024 IAG Wealth Partners LLC103,698$6.98M1.3%-5.9%0.069%
10/29/2024 Janney Montgomery Scott LLC48,923$3.29M0.0%+4.0%0.033%
10/29/2024 Clear Creek Financial Management LLC74,606$5.02M0.6%+1.2%0.050%
10/29/2024 Lmcg Investments LLC52,888$3.56M0.2%+2.8%0.035%
10/29/2024 Key Financial Inc10,977$738K0.2%+2.9%0.007%
10/29/2024 Vigilare Wealth Management232,529$15.64M6.3%-61.7%0.156%
10/29/2024 Farther Finance Advisors LLC845$57K0.0%-87.2%0.001%
10/28/2024 Gladstone Institutional Advisory LLC35,928$2.42M0.1%N/A0.024%
10/28/2024 Creative Financial Designs Inc. ADV248,305$16.70M1.4%+98.9%0.166%
10/28/2024 Focus Financial Network Inc.211,867$14.25M0.6%+3.2%0.142%
10/28/2024 Hartford Financial Management Inc.73,605$4.95M1.0%-0.3%0.049%
10/28/2024 Principal Securities Inc.168,376$11.33M0.3%-0.9%0.113%
10/28/2024 Balanced Wealth Group LLC12,740$857K0.4%-6.6%0.009%
10/28/2024 US Bancorp DE6,771$455K0.0%-4.5%0.005%
10/28/2024 HM Payson & Co.24,499$1.65M0.0%-2.5%0.016%
10/28/2024 Nikulski Financial Inc.149,045$10.03M3.0%-1.8%0.100%
10/25/2024 Financial Advocates Investment Management193,582$13.07M0.7%-1.7%0.130%
10/25/2024 SteelPeak Wealth LLC14,564$980K0.0%-20.9%0.010%
10/25/2024 Pinnacle Associates Ltd.6,067$408K0.0%-33.6%0.004%
10/25/2024 Edge Financial Advisors LLC36,410$2.45M2.2%N/A0.024%
10/25/2024 Eagle Strategies LLC187,090$12.59M2.3%+1.6%0.125%
10/25/2024 Davidson Capital Management Inc.821,362$55.25M15.9%+1.6%0.550%
10/25/2024 Abich Financial Wealth Management LLC560$38K0.1%N/A0.000%
10/25/2024 Gateway Wealth Partners LLC5,250$353K0.1%+23.8%0.004%
10/24/2024 Patriot Financial Group Insurance Agency LLC11,479$772K0.1%+6.4%0.008%
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10/24/2024 Concord Wealth Partners117,319$7.89M1.3%+3.3%0.079%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,739$453K0.1%+20.1%0.005%
10/24/2024 Family Investment Center Inc.506,293$34.06M8.6%+2.3%0.339%
10/24/2024 Hibernia Wealth Partners LLC22,278$1.50M0.4%-30.9%0.015%
10/24/2024 Riggs Asset Managment Co. Inc.79,755$5.37M1.5%+1.5%0.053%
10/24/2024 Park Edge Advisors LLC111,135$7.48M2.1%+31.1%0.074%
10/24/2024 J.W. Cole Advisors Inc.41,890$2.82M0.1%+2.7%0.028%
10/24/2024 Essex Financial Services Inc.98,509$6.63M0.3%-7.3%0.066%
10/24/2024 Financial Management Professionals Inc.39,849$2.68M0.3%N/A0.027%
10/24/2024 Capital Advisors Ltd. LLC27,561$1.85M0.2%+1.1%0.018%
10/24/2024 GHP Investment Advisors Inc.31,531$2.12M0.1%-1.6%0.021%
10/24/2024 Wealth Enhancement Advisory Services LLC7,834,480$527.03M1.1%+5.1%5.242%
10/23/2024 Allworth Financial LP121,108$8.15M0.0%-0.7%0.081%
10/23/2024 Convergence Financial LLC57,465$3.87M0.8%-2.3%0.038%
10/23/2024 Tandem Capital Management Corp ADV9,575$644K0.3%-32.8%0.006%
10/23/2024 Silver Oak Securities Incorporated52,830$3.52M0.4%-17.3%0.035%
10/23/2024 West Michigan Advisors LLC65,445$4.40M1.3%+3.0%0.044%
10/23/2024 Mainstay Capital Management LLC ADV1,453,755$97.79M16.4%+51.2%0.973%
10/23/2024 Legacy Capital Group California Inc.6,227$419K0.1%-2.8%0.004%
10/23/2024 Global Trust Asset Management LLC3,964$267K0.1%+881.2%0.003%
10/23/2024 Jackson Wealth Management LLC146,150$9.83M1.2%+71.8%0.098%
10/22/2024 Dupree Financial Group LLC10,827$728K0.3%+11.2%0.007%
10/22/2024 Private Advisor Group LLC185,401$12.47M0.1%+13.4%0.124%
10/22/2024 Symphony Financial Ltd. Co.132,409$8.89M1.5%+3.3%0.089%
10/22/2024 WT Wealth Management19,545$1.33M0.3%-22.8%0.013%
10/21/2024 Foundations Investment Advisors LLC46,047$3.10M0.1%+594.1%0.031%
10/21/2024 Integrity Financial Corp WA163,954$11.03M6.5%+1.2%0.110%
10/21/2024 Denver Wealth Management Inc.7,081$476K0.2%N/A0.005%
10/21/2024 Trilogy Capital Inc.1,000,024$67.27M3.4%+30.0%0.669%
10/19/2024 ACT Advisors LLC.286,908$19.30M9.1%+2.3%0.192%
10/18/2024Seamount Financial Group Inc.14,326$964K0.7%+2.2%0.010%
10/18/2024Commonwealth Equity Services LLC1,142,264$76.84M0.1%+21.6%0.764%
10/18/2024Raymond James & Associates602,278$40.52M0.0%-2.3%0.403%
10/18/2024Blue Trust Inc.675$43K0.0%N/A0.000%
10/18/2024Stratos Wealth Advisors LLC16,077$1.08M0.0%+1.4%0.011%
10/17/2024Stratos Wealth Partners LTD.369,544$24.86M0.4%+3.3%0.247%
10/17/2024Well Done LLC101,767$6.85M1.3%-2.5%0.068%
10/17/2024BCS Wealth Management4,497$303K0.1%N/A0.003%
10/17/2024RFG Advisory LLC87,652$5.90M0.2%-5.4%0.059%
10/17/2024Onyx Bridge Wealth Group LLC30,272$2.04M0.3%+108.3%0.020%
10/17/2024 Ballast Inc.351,098$23.62M6.7%+0.6%0.235%
10/17/2024 TruWealth Advisors LLC256,344$17.24M1.1%+1.6%0.172%
10/16/2024 Secure Asset Management LLC6,278$422K0.1%-11.8%0.004%
10/16/2024 Global Retirement Partners LLC222,711$14.98M0.5%+2.0%0.149%
10/16/2024 Good Life Advisors LLC7,014$472K0.0%N/A0.005%
10/16/2024 Avaii Wealth Management LLC90,235$6.07M3.1%N/A0.060%
10/16/2024 Cornerstone Wealth Management LLC107,992$7.27M0.5%+0.8%0.072%
10/16/2024 McKinley Carter Wealth Services Inc.21,443$1.44M0.1%-1.4%0.014%
10/16/2024 Verum Partners LLC58,904$3.96M1.2%-18.7%0.039%
10/16/2024 Tsfg LLC200,468$13.49M2.9%+2.8%0.134%
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10/16/2024 ERn Financial LLC40,738$2.74M0.4%+2.8%0.027%
10/15/2024 Cedar Mountain Advisors LLC169,000$11.37M2.6%-3.4%0.113%
10/15/2024 NBC Securities Inc.3,961$266K0.0%+39.0%0.003%
10/15/2024 Cliftonlarsonallen Wealth Advisors LLC7,280,618$489.77M11.3%+3.7%4.872%
10/11/2024 Iams Wealth Management LLC4,685$315K0.2%N/A0.003%
10/11/2024 Creative Planning126,863$8.53M0.0%+1.9%0.085%
10/11/2024 Fiduciary Alliance LLC23,559$1.59M0.2%-2.1%0.016%
10/11/2024 ORG Partners LLC6,016$405K0.1%+740.2%0.004%
10/11/2024 VitalStone Financial LLC814$55K0.0%+178.8%0.001%
10/11/2024 High Net Worth Advisory Group LLC53,842$3.62M1.0%+6.9%0.036%
(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, 472 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. ($833.69M), Envestnet Asset Management Inc. ($804.11M), Wealth Enhancement Advisory Services LLC ($527.03M), Cliftonlarsonallen Wealth Advisors LLC ($489.77M), LPL Financial LLC ($483.03M), Fifth Third Bancorp ($277.18M), and FMR LLC ($205.20M).Learn more on SPHQ's institutional investors.

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

Of the 416 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), Envestnet Asset Management Inc. ($11.94M), Cliftonlarsonallen Wealth Advisors LLC ($7.28M), International Assets Investment Management LLC ($5.11M), Fifth Third Bancorp ($4.64M), LPL Financial LLC ($3.09M), and Wealth Enhancement Advisory Services LLC ($2.91M).

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

Institutional investors have bought a total of 80,342,565 shares in the last 24 months. This purchase volume represents approximately $4.36B in transactions.

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

Of the 253 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 ($2.10M), Orion Portfolio Solutions LLC ($1.96M), Mainstay Capital Management LLC ADV ($1.11M), First Command Advisory Services Inc. ($743.92K), Wealth Management Resources Inc. ($631.45K), and PNC Financial Services Group Inc. ($517.77K).

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

Institutional investors have sold a total of 16,083,922 shares in the last 24 months. This volume of shares sold represents approximately $831.45M in transactions.



This page (NYSEARCA:SPHQ) was last updated on 10/31/2024 by MarketBeat.com Staff
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