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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

387 hedge funds and large institutions have $3.96B invested in Invesco S&P 500 Quality ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 144 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+29
Holders Change %
+8.1%
% of All Funds
6.1%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.43%
New
59
Increased
144
Reduced
110
Closed
24
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
-$482K

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$49M
2
OPS
Orion Portfolio Solutions
Nebraska
+$49M
3
LPL Financial
LPL Financial
California
+$46.7M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$46.5M
5
Morgan Stanley
Morgan Stanley
New York
+$31.6M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$22.3M
2
SL
Savior LLC
Massachusetts
-$10.8M
3
MCC
Money Concepts Capital
Florida
-$10.3M
4
EH
Equitable Holdings
New York
-$8.41M
5
PCMC
Paragon Capital Management (Colorado)
Colorado
-$6.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
226
Glenview Trust
Kentucky
$447K – – –
KFGK
227
Keystone Financial Group (Kentucky)
Kentucky
$434K +$434K +8,606 New
EL
228
EMFO LLC
Florida
$434K -$408K -8,078 -48%
FTUS
229
Flow Traders U.S.
New York
$430K +$213K +4,227 +99%
IA
230
Insight Advisors
Pennsylvania
$426K -$500K -9,902 -54%
FCH
231
Freestone Capital Holdings
Washington
$420K – – –
VCA
232
Verdence Capital Advisors
Maryland
$409K – – –
IFPG
233
Intrepid Financial Planning Group
Indiana
$390K -$2.07K -41 -0.5%
RWMG
234
Redwood Wealth Management Group
New Jersey
$382K -$8.07K -160 -2%
LFAS
235
Level Four Advisory Services
Texas
$381K +$381K +7,548 New
Bank of Montreal
236
Bank of Montreal
Ontario, Canada
$377K +$31.8K +629 +9%
AA
237
AlphaQ Advisors
Florida
$376K +$376K +7,452 New
KFI
238
Key Financial Inc
Pennsylvania
$372K -$3.18K -63 -0.8%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$365K +$365K +7,228 New
FF
240
Fluent Financial
Texas
$358K -$17.7K -350 -5%
WCM
241
WealthBridge Capital Management
Ohio
$355K -$10.1K -200 -3%
WTC
242
WhitTier Trust Company
Nevada
$353K +$353K +7,000 New
OL
243
Owen LaRue
Kentucky
$351K +$107K +2,129 +44%
US Bancorp
244
US Bancorp
Minnesota
$347K -$56.5K -1,119 -14%
FCI
245
Financial Counselors Inc
Kansas
$346K +$99.5K +1,971 +40%
YIH
246
Y-Intercept (HK)
Hong Kong
$345K -$489K -9,690 -59%
AWA
247
Alta Wealth Advisors
Massachusetts
$345K -$6.41K -127 -2%
BWM
248
Birchcreek Wealth Management
Ohio
$343K +$343K +6,793 New
PPP
249
Private Portfolio Partners
New Jersey
$339K -$5.05K -100 -1%
LAM
250
LifePro Asset Management
California
$324K -$382K -7,566 -54%
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