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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
+$33.5M
2
Wells Fargo
Wells Fargo
California
+$24.6M
3
AWS
AJ Wealth Strategies
New York
+$11M
4
CPA
Capital Planning Advisors
California
+$9.59M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$8.98M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$20.4M
2
SA
Shilanski & Associates
Alaska
-$15.7M
3
AAS
Avantax Advisory Services
Texas
-$9.6M
4
CAN
Cetera Advisor Networks
California
-$4.4M
5
IAIM
International Assets Investment Management
Florida
-$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
251
CreativeOne Wealth
Kansas
$227K +$176 +4 +0.1%
APWA
252
Atlas Private Wealth Advisors
New Jersey
$225K -$77.4K -1,759 -26%
IWC
253
Integrated Wealth Concepts
Massachusetts
$223K +$223K +5,067 New
CIR
254
Clear Investment Research
Georgia
$222K +$617 +14 +0.3%
BC
255
Barnett & Company
Tennessee
$220K -$32.6K -740 -13%
CSPIA
256
Cary Street Partners Investment Advisory
Virginia
$220K +$220K +4,993 New
VC
257
Vestor Capital
Illinois
$219K – – –
BAAM
258
Baker Avenue Asset Management
California
$215K +$215K +4,888 New
CWM
259
Cabot Wealth Management
Massachusetts
$214K +$214K +4,865 New
OL
260
Owen LaRue
Kentucky
$212K +$212K +4,833 New
MWM
261
Maltin Wealth Management
New Jersey
$212K +$212K +4,820 New
HF
262
HRT Financial
New York
$212K +$212K +4,830 New
UCFA
263
United Capital Financial Advisors
Texas
$210K -$284K -6,449 -57%
SVCP
264
Silicon Valley Capital Partners
California
$205K +$205K +4,663 New
PCH
265
PGIM Custom Harvest
New Jersey
$203K +$203K +4,604 New
NCM
266
Next Capital Management
New York
$202K +$202K +4,596 New
ANTB
267
AMG National Trust Bank
Colorado
$202K +$202K +4,585 New
PFBT
268
Parkside Financial Bank & Trust
Missouri
$191K – – –
EWA
269
EP Wealth Advisors
California
$190K +$190K +4,329 New
SPIA
270
Steward Partners Investment Advisory
New York
$174K +$9.81K +223 +6%
CFB
271
Cullen/Frost Bankers
Texas
$167K – – –
BAM
272
Belpointe Asset Management
Nevada
$159K -$53.2K -1,208 -25%
RFA
273
Resurgent Financial Advisors
Georgia
$158K +$158K +3,584 New
CS
274
Credit Suisse
Switzerland
$150K – – –
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$135K +$35.1K +799 +35%
9 10
11
12 13