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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

341 hedge funds and large institutions have $2.25B invested in Invesco S&P 500 Quality ETF in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 117 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
5.5%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
66
Increased
117
Reduced
98
Closed
21
Calls
$453K
Puts
–
Net Calls
+$453K
Net Calls Change
+$119K

Top Buyers

1
TC
Trilogy Capital
California
$34.5M
2
Wells Fargo
Wells Fargo
California
$42.1M
3
AWS
AJ Wealth Strategies
New York
$11M
4
CPA
Capital Planning Advisors
California
$29.4M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$159M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$27.3M
2
SA
Shilanski & Associates
Alaska
$0
3
AAS
Avantax Advisory Services
Texas
$1.01M
4
CAN
Cetera Advisor Networks
California
$2.72M
5
IAIM
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
226
D.A. Davidson & Co
Montana
$300K +$34.8K +790 +13%
NCM
227
Northwest Capital Management
Oregon
$294K +$792 +18 +0.3%
CCA
228
Clearwater Capital Advisors
Illinois
$288K – – –
AWM
229
AE Wealth Management
Kansas
$280K +$24.4K +555 +10%
FG
230
Foster Group
Iowa
$279K -$29.3K -667 -10%
LFG
231
Larson Financial Group
Missouri
$272K -$122K -2,775 -31%
CG
232
CFO4Life Group
Texas
$271K +$36.4K +827 +16%
C
233
CFO4Life
Texas
$271K +$271K +6,152 New
AAMA
234
Advanced Asset Management Advisors
Ohio
$270K +$6.03K +137 +2%
Prudential Financial
235
Prudential Financial
New Jersey
$269K -$223K -5,074 -45%
SL
236
Salomon & Ludwin
Virginia
$269K -$2.55K -58 -0.9%
PA
237
Pinnacle Associates
New York
$264K +$4.4K +100 +2%
Two Sigma Investments
238
Two Sigma Investments
New York
$264K -$2.51M -57,000 -90%
WA
239
Win Advisors
Florida
$260K -$176K -4,001 -40%
GM
240
GeoWealth Management
Illinois
$248K +$248K +5,635 New
BFO
241
Biltmore Family Office
North Carolina
$242K – – –
PFS
242
Prospera Financial Services
Texas
$242K +$242K +5,492 New
LWMG
243
Levy Wealth Management Group
Pennsylvania
$241K +$748 +17 +0.3%
WWM
244
Windsor Wealth Management
Indiana
$236K – – –
AWA
245
Arkadios Wealth Advisors
Georgia
$235K +$235K +5,346 New
KFI
246
Key Financial Inc
Pennsylvania
$234K – – –
EWA
247
Exencial Wealth Advisors
Oklahoma
$233K – – –
LIA
248
LBMC Investment Advisors
Tennessee
$231K -$161K -3,653 -41%
NL
249
NVWM LLC
Pennsylvania
$229K -$113K -2,572 -33%
GGS
250
Galvin Gaustad & Stein
Arizona
$228K +$264 +6 +0.1%
8 9
10
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