Free Trial

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

→ $25,000 into $109,616 in two months? (From WealthPress) (Ad)
Free SPHQ Stock Alerts
$58.57
-0.07 (-0.12%)
(As of 04/24/2024 ET)
Compare
Stock AnalysisChartHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
279
Total
Institutional Inflows
(last 12 months)
$1.60B
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$403.51M
Get SPHQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 500 Quality ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SPHQ Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Summit Financial LLC13,868$838K0.0%N/A0.010%
4/25/2024IAG Wealth Partners LLC112,693$6.81M1.5%-2.8%0.078%
4/25/2024Cambridge Investment Research Advisors Inc.185,218$11.19M0.0%+46.4%0.128%
4/25/2024Christopher J. Hasenberg Inc718$43K0.0%-99.8%0.000%
4/24/2024Private Trust Co. NA41,817$2.53M0.3%-0.7%0.029%
4/24/2024Leavell Investment Management Inc.10,165$614K0.0%-3.0%0.007%
4/24/20241900 Wealth Management LLC6,675$403K0.0%-51.5%0.005%
4/24/2024Hartford Financial Management Inc.52,952$3.20M0.7%+37.7%0.037%
4/24/2024Smith Anglin Financial LLC3,436$208K0.0%N/A0.002%
4/24/2024Spire Wealth Management4,166$252K0.0%+26.3%0.003%
4/24/2024Essex 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%
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%
4/19/2024 Spinnaker Investment Group LLC3,404$206K0.1%N/A0.002%
4/19/2024 Wealth Management Resources Inc.176,510$10.67M4.6%+15.0%0.122%
4/19/2024 Cornerstone Wealth Management LLC107,294$6.48M0.5%+1.2%0.074%
4/19/2024 Kovack Advisors Inc.19,229$1.16M0.1%-2.1%0.013%
4/18/2024 Verum Partners LLC81,255$4.91M1.7%-25.3%0.056%
4/18/2024 Capital Advisors Ltd. LLC27,262$1.65M0.2%+4.4%0.019%
4/18/2024 Woodmont Investment Counsel LLC406$25K0.0%N/A0.000%
4/18/2024 Iams Wealth Management LLC6,322$369K0.2%N/A0.004%
4/18/2024 Mayfair Advisory Group LLC24,031$1.45M1.1%+11.6%0.017%
4/18/2024 SteelPeak Wealth LLC18,203$1.10M0.1%-27.2%0.013%
4/18/2024 Breakwater Capital Group7,492$453K0.1%-3.0%0.005%
4/17/2024 Fiduciary Alliance LLC23,511$1.42M0.3%+3.1%0.016%
4/17/2024 Trilogy Capital Inc.839,188$50.70M2.9%+1.6%0.579%
4/17/2024 Symphony Financial Ltd. Co.119,314$7.21M1.7%+4.7%0.082%
4/16/2024 Weaver Consulting Group24,124$1.46M0.5%-6.6%0.017%
A new way to collect income from stocks (Ad)

Most people think of BUYING options when they talk about options. It’s how speculators leverage large sums of money hoping that a stock moves in the “right” direction over a certain period of time. The problem is - they don’t always pay off when you buy them. In fact, a contributing writer at the Financial Post studied options extensively…

Click here to see me place one of these trades LIVE on camera.
4/16/2024 Norris Perne & French LLP MI5,152$311K0.0%N/A0.004%
4/16/2024 Tsfg LLC137,099$8.28M2.1%-30.9%0.095%
4/16/2024 Capital Asset Advisory Services LLC14,805$887K0.1%-2.6%0.010%
4/16/2024 Courier Capital LLC3,682$222K0.0%N/A0.003%
4/16/2024 Sterling Group Wealth Management LLC3,767$228K14.0%-98.9%0.003%
4/16/2024 Maltin Wealth Management Inc.4,269$258K0.1%-11.4%0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC6,978,220$421.62M1.1%+20.4%4.815%
4/16/2024 ERn Financial LLC38,354$2.32M0.4%-0.6%0.026%
4/16/2024 Advocacy Wealth Management Services LLC4,948$299K0.0%-5.3%0.003%
4/15/2024 Orgel Wealth Management LLC378,205$22.85M0.6%+11.5%0.261%
4/15/2024 Wealthcare Advisory Partners LLC25,788$1.56M0.1%-2.9%0.018%
4/15/2024 Kingswood Wealth Advisors LLC10,000$604K0.1%-26.5%0.007%
4/15/2024 Sound Income Strategies LLC915$55K0.0%+58.0%0.001%
4/12/2024 Dynamic Advisor Solutions LLC29,047$1.76M0.1%+4.5%0.027%
4/12/2024 High Net Worth Advisory Group LLC47,954$2.90M0.9%+4.2%0.044%
4/11/2024 Single Point Partners LLC3,424$207K0.0%N/A0.003%
4/11/2024 Paragon Capital Management Ltd956,520$57.79M10.3%+1.8%0.884%
4/11/2024 International Assets Investment Management LLC47,108$2.85M0.1%-3.7%0.044%
4/11/2024 &PARTNERS11,516$696K0.1%N/A0.011%
4/11/2024 RFG Advisory LLC91,496$5.53M0.2%+6.0%0.085%
4/10/2024 Park Avenue Securities LLC66,352$4.01M0.1%-42.3%0.061%
4/10/2024 Legacy Private Trust Co.173,178$10.46M0.8%-8.8%0.160%
4/10/2024 MADDEN SECURITIES Corp19,908$1.20M0.6%N/A0.018%
4/8/2024 Hoese & Co LLP143,553$8.39M7.7%+3.0%0.133%
4/8/2024 Evensky & Katz LLC817,594$49.40M3.5%-0.7%0.756%
4/8/2024 RVW Wealth LLC40,042$2.42M0.2%-4.6%0.037%
4/2/2024 Stonehearth Capital Management LLC27,128$1.64M0.7%-3.0%0.025%
3/22/2024PNC Financial Services Group Inc.1,013,462$54.81M0.0%-2.6%0.937%
3/8/2024ICA Group Wealth Management LLC10,473$566K0.1%N/A0.010%
3/6/2024SageView Advisory Group LLC14,560$824K0.0%-21.4%0.013%
2/28/2024EP Wealth Advisors LLC12,003$649K0.0%+132.8%0.011%
2/15/2024Blue Door Asset Management LLC33,250$1.80M1.0%N/A0.031%
2/14/2024Chicago Wealth Management Inc.143,637$7.77M5.3%+42.2%0.133%
2/14/2024Cresset Asset Management LLC153,424$8.30M0.0%+22.7%0.142%
2/14/2024Connectus Wealth LLC1,267,460$68.57M1.3%+8.7%1.172%
2/13/20241832 Asset Management L.P.223,553$12.09M0.0%-1.4%0.207%
2/13/2024Cetera Advisor Networks LLC255,090$13.80M0.1%+539.4%0.236%
2/13/2024Tower Research Capital LLC TRC1,952$106K0.0%+2,143.7%0.002%
2/13/2024Christopher J. Hasenberg Inc310,821$16.81M9.4%N/A0.287%
2/13/2024Intrepid Financial Planning Group LLC6,990$378K0.2%-9.1%0.006%
2/13/2024Prevail Innovative Wealth Advisors LLC33,355$1.80M0.9%+3.3%0.031%
2/13/2024Carolinas Wealth Consulting LLC9,298$503K0.1%-15.4%0.009%
2/12/2024Vectors Research Management LLC4,312$233K0.0%N/A0.004%
2/12/2024Clear Investment Research LLC4,810$260K0.4%-4.7%0.004%
2/12/2024Madison Asset Management LLC1,010,914$54.67M0.7%-2.5%0.935%
2/12/2024Catalytic Wealth RIA LLC58,077$3.14M1.4%N/A0.054%
2/12/2024TD Capital Management LLC97,407$5.27M0.6%+7.3%0.090%
2/12/2024Focus Financial Network Inc. ADV222,019$12.01M0.5%N/A0.205%
2/12/2024Stifel Financial Corp616,733$33.35M0.0%+30.5%0.570%
2/12/2024Alta Wealth Advisors LLC9,301$503K0.3%+51.8%0.009%
Thousands of investors use this no cost solution | Do you? (Ad)

In today’s volatile markets we are all looking for the edge. But imagine tapping into a world where every investment move has the potential to be ahead of the curve. Most investors have heard of the publication Insider Financial. For nearly a decade, they've unlocked doors to opportunities tucked away from the public eye, guiding over a million investors with well researched information before it hits the mainstream media.

Simply tap here now to subscribe and start getting "Insider Financial Advantage"
2/12/2024Parallel Advisors LLC53,958$2.92M0.1%-1.7%0.050%
2/12/2024Glassman Wealth Services510$28K0.0%+121.7%0.000%
2/9/2024Advisory Services Network LLC10,699$579K0.0%-3.8%0.010%
2/9/2024Orion Portfolio Solutions LLC146,853$7.92M0.1%-85.8%0.136%
2/9/2024SageView Advisory Group LLC14,560$824K0.0%-21.4%0.013%
2/9/2024BCU Wealth Advisors LLC5,290$286K0.3%N/A0.005%
2/9/2024Cambridge Investment Research Advisors Inc.126,538$6.84M0.0%-22.8%0.117%
2/9/2024Tidemark LLC80,909$4.38M2.7%N/A0.075%
2/9/2024Union Savings Bank180,740$9.77M5.5%+788.2%0.167%
2/9/2024Certified Advisory Corp75,857$4.10M0.6%+70.2%0.070%
(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, 416 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. ($747.97M), Wealth Enhancement Advisory Services LLC ($421.62M), Fifth Third Bancorp ($279.15M), LPL Financial LLC ($277.87M), FMR LLC ($205.20M), Cliftonlarsonallen Wealth Advisors LLC ($188.95M), 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 375 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), International Assets Investment Management LLC ($5.21M), Fifth Third Bancorp ($4.68M), Cliftonlarsonallen Wealth Advisors LLC ($3.49M), Wealth Enhancement Advisory Services LLC ($3.20M), Merit Financial Group LLC ($2.71M), and LPL Financial LLC ($2.47M).

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

Institutional investors have bought a total of 67,759,880 shares in the last 24 months. This purchase volume represents approximately $3.34B in transactions.

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

Of the 234 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 ($1.90M), Mainstay Capital Management LLC ADV ($1.12M), Madison Asset Management LLC ($661.69K), Wealth Management Resources Inc. ($631.45K), 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 16,534,386 shares in the last 24 months. This volume of shares sold represents approximately $801.59M in transactions.


Related Companies:
This page (NYSEARCA:SPHQ) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners
The Best AI Stock to Own in the World Today is Trading for Just $25
Banyan Hill Publishing
This Apple-like Innovator is Revolutionizing Healthcare
Wall Street Star
He Is Giving Away Bitcoin
Crypto Swap Profits
Bitcoin Rockets To Record High But Buy THIS Instead
Paradigm Press
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)
Traders Agency
Prepare for a recession unlike any other
American Hartford Gold Group
Will this $2 AI stock double overnight?
Behind the Markets
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed!
Priority Gold