SPHQ

Invesco S&p 500 Quality Etf

Latest period2024 - Q4Total superinvestors86

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 86 superinvestors own shares of Invesco S&p 500 Quality Etf (SPHQ), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco S&p 500 Quality Etf (SPHQ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco S&p 500 Quality Etf (SPHQ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco S&p 500 Quality Etf (SPHQ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Brian Goodstadt@Paragon Capital Management Ltd
Recent Activity
Decreased -0.24%
10.42%
$52.217M
779,010 shares@ 67.04 avg price
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
Decreased -0.31%
0.66%
$25.106M
374,546 shares@ 67.04 avg price
Jason Polit@Vigilare Wealth Management
Recent Activity
Decreased -14.25%
5.43%
$13.365M
199,391 shares@ 67.04 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Decreased -5.1%
0.62%
$9.427M
140,632 shares@ 67.03 avg price
Nick Ng@Liberty One Investment Management, Llc
Recent Activity
Decreased -0.58%
0.85%
$7.817M
116,622 shares@ 67.04 avg price
Holly Skipper@Verum Partners Llc
Recent Activity
Decreased -7.68%
1.05%
$3.645M
54,376 shares@ 67.04 avg price
Joseph F. Tower, III@Lmcg Investments, Llc
Recent Activity
Decreased -0.99%
0.22%
$3.51M
52,362 shares@ 67.04 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -1.69%
0.01%
$3.224M
48,093 shares@ 67.04 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -9%
0.04%
$2.938M
43,838 shares@ 67.02 avg price
Mark Buchanan@Ern Financial, Llc
Recent Activity
Decreased -0.01%
0.41%
$2.73M
40,730 shares@ 67.03 avg price