SPHQ Institutional Ownership
Invesco S&P 500 Quality ETF
1W: -0.5%
1M: -0.6%
3M: +0.9%
YTD: +11.3%
1Y: +12.6%
3Y: +73.0%
5Y: +74.2%
$83.94
+0.35 (+0.42%)
After Hours: $83.88 (-0.06, -0.07%)
Weekly Expected Move ±1.4%
$81
$82
$83
$84
$85
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPHQ
867
Institutional Holders
+84 vs prior quarter
0.0%
Ownership
+0.00pp
14B
Total Invested
133
New Positions
323
Increased
263
Reduced
43
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (385 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC NEW | 8,820,059 | 740M | +8,820,059 | — | 1Q | SEC ↗ |
| 2 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 7,724,643 | 648M | +359,917 | +4.9% | 3Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC NEW | 6,731,769 | 565M | +6,731,769 | — | 1Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN NEW | 4,968,780 | 417M | +4,968,780 | — | 1Q | SEC ↗ |
| 5 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 3,203,395 | 269M | -235,146 | -6.8% | 2Q | SEC ↗ |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 2,541,105 | 213M | +2,541,105 | — | 1Q | SEC ↗ |
| 7 | Equitable Holdings, Inc. NEW | 1,436,900 | 121M | +1,436,900 | — | 1Q | SEC ↗ |
| 8 | Madison Asset Management, LLC NEW | 936,702 | 79M | +936,702 | — | 1Q | SEC ↗ |
| 9 | Demars Financial Group, LLC | 776,231 | 65M | +42,593 | +5.8% | 2Q | SEC ↗ |
| 10 | Compass Ion Advisors, LLC NEW | 774,286 | 65M | +774,286 | — | 1Q | SEC ↗ |
| 11 | Evensky & Katz LLC NEW | 764,289 | 64M | +764,289 | — | 1Q | SEC ↗ |
| 12 | Paragon Capital Management Ltd NEW | 693,911 | 58M | +693,911 | — | 1Q | SEC ↗ |
| 13 | Tulsa Wealth Advisors, INC NEW | 587,150 | 49M | +587,150 | — | 1Q | SEC ↗ |
| 14 | UNION SAVINGS BANK NEW | 494,027 | 41M | +494,027 | — | 1Q | SEC ↗ |
| 15 | WEALTH MANAGEMENT RESOURCES, INC. NEW | 478,990 | 40M | +478,990 | — | 1Q | SEC ↗ |
| 16 | Alpine Bank Wealth Management NEW | 478,017 | 40M | +478,017 | — | 1Q | SEC ↗ |
| 17 | Sequoia Financial Advisors, LLC NEW | 468,394 | 39M | +468,394 | — | 1Q | SEC ↗ |
| 18 | Baird Financial Group, Inc. NEW | 425,489 | 36M | +425,489 | — | 1Q | SEC ↗ |
| 19 | Wealth Enhancement Trust Services, Inc NEW | 404,480 | 34M | +404,480 | — | 1Q | SEC ↗ |
| 20 | Jefferies Financial Group Inc. NEW | 378,345 | 32M | +378,345 | — | 1Q | SEC ↗ |
| 21 | Ballast, Inc. NEW | 368,869 | 31M | +368,869 | — | 1Q | SEC ↗ |
| 22 | EVERGREEN CAPITAL MANAGEMENT LLC NEW | 353,193 | 30M | +353,193 | — | 1Q | SEC ↗ |
| 23 | Orgel Wealth Management, LLC | 345,076 | 29M | -50,613 | -12.8% | 3Q | SEC ↗ |
| 24 | Corient Private Wealth LP NEW | 325,280 | 27M | +325,280 | — | 1Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC NEW | 312,443 | 26M | +312,443 | — | 1Q | SEC ↗ |
| 26 | SUMMIT WEALTH GROUP LLC / CO NEW | 305,169 | 26M | +305,169 | — | 1Q | SEC ↗ |
| 27 | Rollins Financial Advisors, LLC NEW | 304,049 | 26M | +304,049 | — | 1Q | SEC ↗ |
| 28 | Mariner, LLC | 272,735 | 23M | +183,153 | +204.5% | 2Q | SEC ↗ |
| 29 | Redhawk Wealth Advisors, Inc. | 253,355 | 21M | +45,953 | +22.2% | 2Q | SEC ↗ |
| 30 | Graves Light Lenhart Wealth, Inc. | 242,025 | 20M | -4,495 | -1.8% | 2Q | SEC ↗ |
| 31 | Global Retirement Partners, LLC NEW | 234,257 | 20M | +234,257 | — | 1Q | SEC ↗ |
| 32 | Burns Matteson Capital Management, LLC | 224,909 | 19M | +4,983 | +2.3% | 2Q | SEC ↗ |
| 33 | Farther Finance Advisors, LLC | 223,724 | 19M | +75,459 | +50.9% | 3Q | SEC ↗ |
| 34 | STACKSTONE WEALTH, LLC NEW | 222,226 | 19M | +222,226 | — | 1Q | SEC ↗ |
| 35 | Focus Financial Network, Inc. | 217,531 | 18M | -23,455 | -9.7% | 2Q | SEC ↗ |
| 36 | Crusonia Wealth Advisors LLC NEW | 208,288 | 17M | +208,288 | — | 1Q | SEC ↗ |
| 37 | MOR Wealth Management, LLC NEW | 205,024 | 17M | +205,024 | — | 1Q | SEC ↗ |
| 38 | Davidson Capital Management Inc. NEW | 204,842 | 17M | +204,842 | — | 1Q | SEC ↗ |
| 39 | JNBA Financial Advisors NEW | 196,648 | 17M | +196,648 | — | 1Q | SEC ↗ |
| 40 | Vigilare Wealth Management | 195,028 | 16M | -13,976 | -6.7% | 2Q | SEC ↗ |
| 41 | Sterling Group Wealth Management, LLC | 193,281 | 16M | -38,018 | -16.4% | 2Q | SEC ↗ |
| 42 | Kingsview Wealth Management, LLC NEW | 179,573 | 15M | +179,573 | — | 1Q | SEC ↗ |
| 43 | Hoese & Co LLP | 163,108 | 14M | -1,674 | -1.0% | 2Q | SEC ↗ |
| 44 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 151,133 | 13M | +38,821 | +34.6% | 2Q | SEC ↗ |
| 45 | Lynx Investment Advisory NEW | 148,608 | 12M | +148,608 | — | 1Q | SEC ↗ |
| 46 | Cornerstone Wealth Management, LLC NEW | 148,333 | 12M | +148,333 | — | 1Q | SEC ↗ |
| 47 | Cedar Mountain Advisors, LLC | 141,770 | 12M | +550 | +0.4% | 2Q | SEC ↗ |
| 48 | Ruggaard & Associates LLC | 138,254 | 12M | -1,990 | -1.4% | 2Q | SEC ↗ |
| 49 | Owl Creek Wealth Partners LLC NEW | 129,537 | 11M | +129,537 | — | 1Q | SEC ↗ |
| 50 | Santori & Peters, Inc. NEW | 129,422 | 11M | +129,422 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | 8,820,059 | 740M |
| ENVESTNET ASSET MANAGEMENT INC | 6,731,769 | 565M |
| WELLS FARGO & COMPANY/MN | 4,968,780 | 417M |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 2,541,105 | 213M |
| Equitable Holdings, Inc. | 1,436,900 | 121M |
| Madison Asset Management, LLC | 936,702 | 79M |
| Compass Ion Advisors, LLC | 774,286 | 65M |
| Evensky & Katz LLC | 764,289 | 64M |
| Paragon Capital Management Ltd | 693,911 | 58M |
| Tulsa Wealth Advisors, INC | 587,150 | 49M |
| UNION SAVINGS BANK | 494,027 | 41M |
| WEALTH MANAGEMENT RESOURCES, INC. | 478,990 | 40M |
| Alpine Bank Wealth Management | 478,017 | 40M |
| Sequoia Financial Advisors, LLC | 468,394 | 39M |
| Baird Financial Group, Inc. | 425,489 | 36M |
| Wealth Enhancement Trust Services, | 404,480 | 34M |
| Jefferies Financial Group Inc. | 378,345 | 32M |
| Ballast, Inc. | 368,869 | 31M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 353,193 | 30M |
| Corient Private Wealth LP | 325,280 | 27M |
Sold Out (0)
No sold-out positions this quarter.