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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

358 hedge funds and large institutions have $3.2B invested in Invesco S&P 500 Quality ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+17
Holders Change %
+4.99%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.38%
New
53
Increased
125
Reduced
102
Closed
30
Calls
$729K
Puts
–
Net Calls
+$729K
Net Calls Change
+$276K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$608M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.8M
3
PI
PFS Investments
Georgia
$63.4M
4
OPS
Orion Portfolio Solutions
Nebraska
$50.1M
5
LPL Financial
LPL Financial
California
$194M

Top Sellers

1
MFG
Merit Financial Group
Georgia
$5.85M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$3.13M
3
CPA
Capital Planning Advisors
California
$17.2M
4
AWS
AJ Wealth Strategies
New York
$0
5
Bank of America
Bank of America
North Carolina
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
226
Wintrust Investments
Illinois
$416K +$416K +8,791 New
BWM
227
BCGM Wealth Management
Indiana
$411K -$587K -12,410 -59%
PWM
228
Perigon Wealth Management
California
$408K – – –
FCH
229
Freestone Capital Holdings
Washington
$394K – – –
CWM
230
Catalyst Wealth Management
Georgia
$390K -$31.5K -665 -7%
AFO
231
Arrowroot Family Office
California
$387K +$387K +8,188 New
VCA
232
Verdence Capital Advisors
Maryland
$383K – – –
US Bancorp
233
US Bancorp
Minnesota
$379K -$666K -14,072 -64%
AWMS
234
Advocacy Wealth Management Services
Georgia
$375K -$10.8K -229 -3%
IFPG
235
Intrepid Financial Planning Group
Indiana
$368K – – –
RWMG
236
Redwood Wealth Management Group
New Jersey
$366K -$9.75K -206 -3%
FF
237
Fluent Financial
Texas
$353K +$1.56K +33 +0.4%
KFI
238
Key Financial Inc
Pennsylvania
$352K +$73.6K +1,556 +26%
IWC
239
Integrated Wealth Concepts
Massachusetts
$352K +$113K +2,381 +47%
WCM
240
WealthBridge Capital Management
Ohio
$343K – – –
JIP
241
Jaffetilchin Investment Partners
Florida
$333K -$910K -19,234 -73%
AWA
242
Alta Wealth Advisors
Massachusetts
$330K – – –
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$324K – – –
PPP
244
Private Portfolio Partners
New Jersey
$323K -$2.32K -49 -0.7%
OFS
245
OneAscent Financial Services
Alabama
$313K -$39.5K -835 -11%
Qube Research & Technologies (QRT)
246
Qube Research & Technologies (QRT)
United Kingdom
$309K -$337K -7,129 -52%
AAMA
247
Advanced Asset Management Advisors
Ohio
$297K +$6.34K +134 +2%
CG
248
CFO4Life Group
Texas
$291K – – –
SL
249
Salomon & Ludwin
Virginia
$289K – – –
WWM
250
WJ Wealth Management
Arizona
$287K -$285K -6,027 -50%
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10
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