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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

304 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Quality ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 100 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
25
Increased
100
Reduced
110
Closed
25
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
+$334K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$162M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$134M
3
CPA
3
Capital Planning Advisors
California
$17.9M
4
SA
4
Shilanski & Associates
Alaska
$15.7M
5
LPL Financial
5
LPL Financial
California
$131M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$0
2
Bank of America
2
Bank of America
North Carolina
$132M
3
MAM
3
Madison Asset Management
Wisconsin
$16M
4
MCM
4
Mainstay Capital Management
Michigan
$68.1M
5
Ameriprise
5
Ameriprise
Minnesota
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMA
226
Advanced Asset Management Advisors
Ohio
$239K +$9.12K +229 +4%
PA
227
Pinnacle Associates
New York
$235K -$4.65K -117 -2%
KFI
228
Key Financial Inc
Pennsylvania
$234K +$54.7K +1,375 +31%
AWM
229
AE Wealth Management
Kansas
$231K -$75.4K -1,900 -25%
Renaissance Technologies
230
Renaissance Technologies
New York
$230K -$480K -12,100 -68%
BC
231
Barnett & Company
Tennessee
$228K -$136K -3,416 -37%
PWM
232
Perigon Wealth Management
California
$223K -$15.1K -381 -6%
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$221K – – –
BFO
234
Biltmore Family Office
North Carolina
$219K – – –
LWMG
235
Levy Wealth Management Group
Pennsylvania
$217K +$636 +16 +0.3%
WWM
236
Windsor Wealth Management
Indiana
$215K +$12K +293 +6%
CG
237
CFO4Life Group
Texas
$212K – – –
BC
238
Burney Company
Virginia
$212K – – –
EWA
239
Exencial Wealth Advisors
Oklahoma
$211K – – –
GGS
240
Galvin Gaustad & Stein
Arizona
$206K -$4.26K -107 -2%
CW
241
CreativeOne Wealth
Kansas
$205K -$8.13K -204 -4%
CIR
242
Clear Investment Research
Georgia
$200K +$199 +5 +0.1%
VC
243
Vestor Capital
Illinois
$198K – – –
BAM
244
Belpointe Asset Management
Nevada
$192K +$2.43K +61 +1%
PFBT
245
Parkside Financial Bank & Trust
Missouri
$172K – – –
CFB
246
Cullen/Frost Bankers
Texas
$151K – – –
SPIA
247
Steward Partners Investment Advisory
New York
$148K +$10.8K +271 +8%
CS
248
Credit Suisse
Switzerland
$135K – – –
JPMorgan Chase & Co
249
JPMorgan Chase & Co
New York
$118K – – –
OA
250
Operose Advisors
Wisconsin
$117K – – –
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10
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