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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

314 hedge funds and large institutions have $2.36B invested in Invesco S&P 500 Quality ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
4.97%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
46
Increased
121
Reduced
81
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$126M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$98.6M
3
MCM
3
Mainstay Capital Management
Michigan
$98.9M
4
Bank of America
4
Bank of America
North Carolina
$249M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$40.1M

Top Sellers

1
FSA
1
Financial Services Advisory
Maryland
$0
2
Wells Fargo
2
Wells Fargo
California
$26.2M
3
BPWM
3
Badgley Phelps Wealth Managers
Washington
$0
4
GVAG
4
Great Valley Advisor Group
Delaware
$0
5
WA
5
Win Advisors
Florida
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
226
Exencial Wealth Advisors
Oklahoma
$265K -$5.75K -115 -2%
GGS
227
Galvin Gaustad & Stein
Arizona
$263K +$199 +4 +0.1%
WS
228
Wedbush Securities
California
$262K -$128K -2,568 -33%
TF
229
TRH Financial
Iowa
$261K – – –
NL
230
NVWM LLC
Pennsylvania
$255K -$18.3K -366 -7%
WWM
231
Windsor Wealth Management
Indiana
$255K +$4.31K +87 +2%
TC
232
Trilogy Capital
California
$250K -$422K -8,442 -63%
CIR
233
Clear Investment Research
Georgia
$250K +$50 +1 +0%
VC
234
Vestor Capital
Illinois
$249K – – –
PFO
235
Pathstone Family Office
New Jersey
$243K – – –
TI
236
Trexquant Investment
Connecticut
$243K +$243K +4,869 New
EWA
237
EP Wealth Advisors
California
$233K -$649 -13 -0.3%
SMG
238
Smart Money Group
Texas
$232K -$14.2K -284 -6%
SVCP
239
Silicon Valley Capital Partners
California
$232K +$200 +4 +0.1%
WANY
240
Wealthspire Advisors (New York)
New York
$231K +$748 +15 +0.3%
ANTB
241
AMG National Trust Bank
Colorado
$229K +$14.2K +285 +7%
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$226K +$215K +4,296 +1,918%
MSWMA
243
Market Street Wealth Management Advisors
Indiana
$224K +$224K +4,490 New
RFA
244
Resurgent Financial Advisors
Georgia
$221K -$648 -13 -0.3%
AA
245
Advisory Alpha
Michigan
$217K – – –
VFA
246
Valeo Financial Advisors
Indiana
$217K +$200 +4 +0.1%
PFBT
247
Parkside Financial Bank & Trust
Missouri
$216K – – –
D
248
Diversified
Delaware
$216K +$500 +10 +0.2%
CGL
249
Clarius Group LLC
Washington
$213K – – –
RCA
250
Resonant Capital Advisors
Wisconsin
$213K +$213K +4,272 New
8 9
10
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