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

Invesco S&P 500 Quality ETF logo
$67.90 +0.65 (+0.97%)
(As of 12/20/2024 05:31 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
292
Total
Institutional Inflows
(last 12 months)
$2.54B
Number of
Institutional Sellers
(last 12 months)
182
Total
Institutional Outflows
(last 12 months)
$317.73M
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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
12/6/2024 Fidelity D & D Bancorp Inc.46,873$3.15M2.1%+5.0%0.031%
11/27/2024 Franklin Resources Inc.2,500$170K0.0%-5.9%0.002%
11/25/2024 Sfmg LLC1,638,506$110.22M8.9%+0.4%1.096%
11/25/2024 World Investment Advisors LLC12,511$842K0.0%+2.7%0.008%
11/25/2024 Sanctuary Advisors LLC54,076$3.70M0.0%+303.6%0.036%
11/22/2024 Fulcrum Equity Management18,284$1.23M1.0%-3.9%0.012%
11/18/2024 Cresta Advisors Ltd.152,683$10.27M5.4%+8.7%0.102%
11/15/2024 Glass Jacobson Investment Advisors llc11,461$771K0.3%+50.3%0.008%
11/15/2024 MML Investors Services LLC434,611$29.24M0.1%+40.0%0.291%
11/15/2024 Orion Portfolio Solutions LLC79,188$5.33M0.1%-1.3%0.053%
11/15/2024 Glen Eagle Advisors LLC19,745$1.33M0.2%+5.5%0.013%
11/15/2024 Jane Street Group LLC18,923$1.27M0.0%N/A0.013%
11/15/2024 Kovitz Investment Group Partners LLC2,093,687$140.89M0.9%+10.4%1.401%
11/15/2024 Two Sigma Advisers LP195,600$13.16M0.0%+47.3%0.131%
11/15/2024 Stifel Financial Corp537,546$36.16M0.0%+1.1%0.360%
11/15/2024 SageView Advisory Group LLC7,484$503K0.0%-3.2%0.005%
11/15/2024 Resurgent Financial Advisors LLC25,457$1.71M1.0%+3.8%0.017%
11/15/2024 IHT Wealth Management LLC101,270$6.80M0.2%+25.3%0.068%
11/15/2024 HighTower Advisors LLC317,517$21.37M0.0%-0.1%0.212%
11/15/2024 Arrowroot Family Office LLC6,199$417K0.2%+8.5%0.004%
11/15/2024 Ascent Group LLC4,152$279K0.0%N/A0.003%
11/14/2024 Plotkin Financial Advisors LLC7,028$473K0.3%N/A0.005%
11/14/2024 Flow Traders U.S. LLC8,293$558K0.0%+19.0%0.006%
11/14/2024 Captrust Financial Advisors16,380$1.10M0.0%+2.8%0.011%
11/14/2024 Rockefeller Capital Management L.P.78,721$5.30M0.0%+0.4%0.053%
11/14/2024 Financial Counselors Inc.5,345$360K0.0%-19.0%0.004%
11/13/2024 Hardy Reed LLC4,433$298K0.0%N/A0.003%
11/13/2024 D.A. Davidson & CO.10,025$674K0.0%-3.4%0.007%
11/13/2024 FMR LLC4,263,355$286.80M0.0%+4.5%2.853%
11/13/2024 Private Trust Co. NA40,342$2.71M0.3%-12.9%0.027%
11/13/2024 Truvestments Capital LLC500$34K0.0%N/A0.000%
11/13/2024 Brown Brothers Harriman & Co.67,200$4.52M0.0%+1,244.0%0.045%
11/12/2024 Centaurus Financial Inc.3,198$215K0.0%+8.6%0.002%
11/12/2024 WESPAC Advisors LLC14,936$1.01M0.7%-1.6%0.010%
11/12/2024 Kingsview Wealth Management LLC40,871$2.75M0.1%+57.9%0.027%
11/12/2024 Cerity Partners LLC67,461$4.54M0.0%-3.1%0.045%
11/12/2024 Optivise Advisory Services LLC27,946$1.88M1.0%N/A0.019%
11/12/2024 Certified Advisory Corp137,105$9.22M1.0%+14.4%0.092%
11/12/2024 Nwam LLC15,188$1.02M0.1%N/A0.010%
11/12/2024 Citigroup Inc.55,628$3.74M0.0%+990.1%0.037%
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11/12/2024 Investors Research Corp13,979$940K0.2%+4.8%0.009%
11/9/2024 LPL Financial LLC7,743,714$520.92M0.2%+1.9%5.181%
11/8/2024 Steele Capital Management Inc.24,219$1.63M0.1%+18.7%0.016%
11/8/2024 Stonebridge Financial Planning Group LLC118,883$8.00M3.8%+2.9%0.080%
11/8/2024 Retireful LLC12,395$834K0.6%-26.1%0.008%
11/8/2024 Commerce Bank3,386$228K0.0%N/A0.002%
11/8/2024 PNC Financial Services Group Inc.1,006,957$67.74M0.0%+3.7%0.674%
11/8/2024 Prospera Financial Services Inc13,791$928K0.0%-87.3%0.009%
11/7/2024 Schwallier Wealth Management LLC445,157$29.95M21.4%+4.8%0.298%
11/7/2024 OneAscent Wealth Management LLC16,647$1.12M0.4%+114.5%0.011%
11/7/2024 Tidemark LLC180,045$12.11M5.0%+9.0%0.120%
11/7/2024 MAI Capital Management121,355$8.16M0.1%-7.8%0.081%
11/7/2024 Thrivent Financial for Lutherans193,847$13.04M0.0%-30.4%0.130%
11/6/2024 BCGM Wealth Management LLC14,175$954K0.3%-10.2%0.009%
11/6/2024 KPP Advisory Services LLC88,854$5.98M1.4%+121.1%0.059%
11/6/2024 Lifeworks Advisors LLC4,272$287K0.1%-12.6%0.003%
11/6/2024 Endowment Wealth Management Inc.21,960$1.48M1.0%+9.0%0.015%
11/6/2024 Huntington National Bank2,428$163K0.0%+11.4%0.002%
11/6/2024 Bell Bank24,688$1.66M0.2%+9.9%0.017%
11/6/2024 Oppenheimer Asset Management Inc.3,547$239K0.0%N/A0.002%
11/5/2024 Empower Advisory Group LLC3,406$229K0.0%N/A0.002%
11/5/2024 Savvy Advisors Inc.3,733$251K0.1%+17.9%0.002%
11/5/2024 Apollon Financial LLC19,440$1.31M0.4%-3.0%0.013%
11/5/2024 Harbour Investments Inc.91,699$6.17M0.2%+17.5%0.061%
11/5/2024 Lynx Investment Advisory137,533$9.25M6.7%+29.9%0.092%
11/4/2024 Alaska Permanent Capital Management472,899$31.82M2.5%+0.8%0.316%
11/4/2024 Alaska Wealth Advisors149,110$10.03M1.5%-4.2%0.100%
11/4/2024 Catalytic Wealth RIA LLC62,286$4.19M0.7%+0.9%0.042%
11/4/2024 Axxcess Wealth Management LLC13,338$897K0.0%-7.0%0.009%
11/4/2024 Sigma Planning Corp17,017$1.15M0.0%+44.3%0.011%
11/4/2024 Arrow Financial Corp1,575$106K0.0%N/A0.001%
11/1/2024 Atria Investments Inc10,395$699K0.0%N/A0.007%
11/1/2024 Assetmark Inc.624,481$42.01M0.1%+43,723.2%0.418%
11/1/2024 Verdence Capital Advisors LLC10,215$687K0.1%+6.9%0.007%
11/1/2024 Holistic Planning LLC17,458$1.17M0.5%-46.0%0.012%
11/1/2024 Leavell Investment Management Inc.21,390$1.44M0.1%+83.4%0.014%
11/1/2024 Aspire Wealth Management Corp5,848$393K0.2%+224.5%0.004%
10/31/2024 Consolidated Planning Corp98,328$6.62M1.0%+22.8%0.066%
10/31/2024 WoodTrust Financial Corp5,505$370K0.1%N/A0.004%
10/31/2024 Cozad Asset Management Inc.226,925$15.27M1.5%+8.6%0.152%
10/31/2024 Financial 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%
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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%
(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, 488 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), LPL Financial LLC ($520.92M), Cliftonlarsonallen Wealth Advisors LLC ($489.77M), FMR LLC ($286.80M), and Fifth Third Bancorp ($277.18M).Learn more on SPHQ's institutional investors.

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

Of the 430 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 ($3.23M), 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 81,341,619 shares in the last 24 months. This purchase volume represents approximately $4.45B in transactions.

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

Of the 249 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 ($866.82K), 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 15,849,823 shares in the last 24 months. This volume of shares sold represents approximately $828.53M in transactions.



This page (NYSEARCA:SPHQ) was last updated on 12/22/2024 by MarketBeat.com Staff
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