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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

312 hedge funds and large institutions have $2.05B invested in Invesco S&P 500 Quality ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+55
Holders Change %
+21.4%
% of All Funds
4.82%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.23%
New
73
Increased
113
Reduced
69
Closed
14
Calls
$490K
Puts
–
Net Calls
+$490K
Net Calls Change
+$53K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$80.2M
2
LPL Financial
LPL Financial
California
$139M
3
GVAG
Great Valley Advisor Group
Delaware
$10M
4
MCM
Mainstay Capital Management
Michigan
$9.55M
5
AIP
Almanack Investment Partners
Pennsylvania
$9.38M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$48.7M
2
QA
Quantitative Advantage
Minnesota
$0
3
AIA
Angeles Investment Advisors
California
$0
4
Franklin Resources
Franklin Resources
California
$133K
5
Fidelity Investments
Fidelity Investments
Massachusetts
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
226
EP Wealth Advisors
California
$249K +$691 +13 +0.3%
SVCP
227
Silicon Valley Capital Partners
California
$247K +$12.3K +232 +5%
WANY
228
Wealthspire Advisors (New York)
New York
$246K +$746 +14 +0.3%
RFA
229
Resurgent Financial Advisors
Georgia
$237K +$237K +4,448 New
YIH
230
Y-Intercept (HK)
Hong Kong
$235K +$235K +4,409 New
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$234K +$234K +4,405 New
AA
232
Advisory Alpha
Michigan
$231K – – –
VFA
233
Valeo Financial Advisors
Indiana
$231K +$213 +4 +0.1%
PFBT
234
Parkside Financial Bank & Trust
Missouri
$230K – – –
D
235
Diversified
Delaware
$230K +$533 +10 +0.2%
ANTB
236
AMG National Trust Bank
Colorado
$229K – – –
AWM
237
AE Wealth Management
Kansas
$229K +$229K +4,303 New
JWA
238
JFS Wealth Advisors
Pennsylvania
$219K +$219K +4,110 New
AAM
239
Augustine Asset Management
Florida
$218K +$218K +4,101 New
OAM
240
Oppenheimer Asset Management
New York
$216K +$216K +4,067 New
IRC
241
Investors Research Corp
Georgia
$214K +$54.2K +1,019 +34%
B
242
Bridgeworth
Alabama
$213K -$7.23K -136 -3%
HWM
243
HB Wealth Management
Georgia
$213K +$213K +4,000 New
CGL
244
Clarius Group LLC
Washington
$213K +$213K +4,003 New
RIA
245
Regal Investment Advisors
Michigan
$208K +$208K +3,907 New
AWA
246
Arkadios Wealth Advisors
Georgia
$206K -$532 -10 -0.3%
PWP
247
Principle Wealth Partners
Connecticut
$205K +$205K +3,857 New
HIM
248
HawsGoodwin Investment Management
Tennessee
$204K – – –
WCG
249
Weaver Consulting Group
California
$203K +$203K +3,823 New
CFB
250
Cullen/Frost Bankers
Texas
$202K – – –
8 9
10
11 12