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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 %
ACA
251
Aptus Capital Advisors
Alabama
$110K +$27.9K +705 +34%
UB
252
UMB Bank
Missouri
$105K – – –
RPCA
253
Running Point Capital Advisors
California
$101K -$55.3K -1,393 -35%
Franklin Resources
254
Franklin Resources
California
$99K – – –
CAL
255
Capital Analysts LLC
Pennsylvania
$99K – – –
CFGS
256
Concourse Financial Group Securities
Alabama
$94K -$17.3K -435 -16%
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$90K +$1.19K +30 +1%
Citigroup
258
Citigroup
New York
$87K -$47.9K -1,210 -36%
HNB
259
Huntington National Bank
Ohio
$87K -$92K – –
SC
260
Solstein Capital
California
$80K – – –
CFD
261
Creative Financial Designs
Indiana
$74K +$28.5K +719 +63%
TAM
262
Tucker Asset Management
Colorado
$70.7K +$70.7K +1,628 New
AF
263
Advisornet Financial
Minnesota
$60K +$555 +14 +0.9%
VNA
264
Valley National Advisers
Pennsylvania
$58K – – –
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$53K +$39.3K +988 +288%
CFO
266
CVA Family Office
Colorado
$48K – – –
GTAM
267
Global Trust Asset Management
Florida
$44K – – –
TCCM
268
Timber Creek Capital Management
Massachusetts
$39K +$39K +1,000 New
HFS
269
HBC Financial Services
Washington
$37K – – –
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$35K +$20.9K +533 +148%
MTIC
271
Missouri Trust & Investment Company
Missouri
$34K – – –
WWM
272
Wolff Wiese Magana
California
$33K – – –
GI
273
Gradient Investments
Minnesota
$27K +$27K +680 New
HBW
274
Hazlett, Burt & Watson
West Virginia
$25K -$237K -5,807 -90%
CFFP
275
Center for Financial Planning
Michigan
$24K – – –
9 10
11
12 13