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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

403 hedge funds and large institutions have $4.07B invested in Invesco S&P 500 Quality ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 161 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+16
Holders Change %
+4.13%
% of All Funds
6.43%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
49
Increased
161
Reduced
112
Closed
28
Calls
$210K
Puts
–
Net Calls
+$210K
Net Calls Change
-$37K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$72.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$51.5M
3
FCAS
First Command Advisory Services
Texas
+$50.1M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$34.3M
5
CW
Connectus Wealth
Ohio
+$29.2M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$49.9M
2
OPS
Orion Portfolio Solutions
Nebraska
-$49.9M
3
MCM
Mainstay Capital Management
Michigan
-$39.5M
4
WMR
Wealth Management Resources
Rhode Island
-$31.6M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
226
Advisory Services Network
Georgia
$556K +$17.4K +348 +3%
SIA
227
Strategic Investment Advisors
Michigan
$552K +$552K +11,023 New
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$550K +$161K +3,091 +41%
TPA
229
Trivium Point Advisory
Connecticut
$545K – – –
OC
230
Oppenheimer & Co
New York
$539K +$39.9K +797 +8%
CWC
231
Carolinas Wealth Consulting
North Carolina
$535K -$4.13M -84,794 -89%
DADC
232
D.A. Davidson & Co
Montana
$532K +$42.8K +855 +9%
SPC
233
Sigma Planning Corp
Michigan
$530K +$66.1K +1,321 +14%
OW
234
Olistico Wealth
Oklahoma
$529K +$300 +6 +0.1%
LIM
235
Leavell Investment Management
Alabama
$519K +$18.4K +368 +4%
AWM
236
AE Wealth Management
Kansas
$509K +$199K +3,984 +64%
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$508K +$233K +4,655 +85%
MF
238
Meridian Financial
Massachusetts
$507K +$30K +600 +6%
PFGIA
239
Patriot Financial Group Insurance Agency
Massachusetts
$506K +$45.9K +917 +10%
BWM
240
Birchcreek Wealth Management
Ohio
$504K +$164K +3,282 +48%
NL
241
NWAM LLC
Washington
$504K – – –
WI
242
Wintrust Investments
Illinois
$487K +$38.4K +768 +9%
TCM
243
Tandem Capital Management
New Jersey
$473K +$473K +9,445 New
YIH
244
Y-Intercept (HK)
Hong Kong
$450K +$108K +2,156 +32%
GT
245
Glenview Trust
Kentucky
$444K – – –
US Bancorp
246
US Bancorp
Minnesota
$435K +$90.4K +1,807 +26%
EL
247
EMFO LLC
Florida
$430K +$100 +2 +0%
CIAS
248
Capital Investment Advisory Services
North Carolina
$423K -$376K -7,522 -47%
SMG
249
Smart Money Group
Texas
$418K +$200K +4,002 +92%
FCH
250
Freestone Capital Holdings
Washington
$417K – – –
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