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

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$5.85M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$3.13M
3
CPA
3
Capital Planning Advisors
California
$17.2M
4
AWS
4
AJ Wealth Strategies
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Pinnacle Associates
New York
$284K – – –
NA
252
NewEdge Advisors
Louisiana
$281K +$259K +5,535 +1,193%
FG
253
Foster Group
Iowa
$274K -$25.9K -547 -9%
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$263K – – –
AA
255
Advisory Alpha
Michigan
$261K +$261K +5,516 New
AWA
256
Arkadios Wealth Advisors
Georgia
$260K +$7.33K +155 +3%
BFO
257
Biltmore Family Office
North Carolina
$260K – – –
LWMG
258
Levy Wealth Management Group
Pennsylvania
$260K +$663 +14 +0.3%
CCA
259
Clearwater Capital Advisors
Illinois
$258K -$51.6K -1,090 -17%
PFS
260
Prospera Financial Services
Texas
$256K -$3.6K -76 -1%
SFA
261
Sequoia Financial Advisors
Ohio
$254K +$254K +5,370 New
EWA
262
EP Wealth Advisors
California
$254K +$71.1K +1,684 +39%
EWA
263
Exencial Wealth Advisors
Oklahoma
$251K – – –
WWM
264
Windsor Wealth Management
Indiana
$249K – – –
LIA
265
LBMC Investment Advisors
Tennessee
$249K – – –
NL
266
NVWM LLC
Pennsylvania
$246K – – –
GGS
267
Galvin Gaustad & Stein
Arizona
$245K +$237 +5 +0.1%
CW
268
CreativeOne Wealth
Kansas
$244K +$142 +3 +0.1%
Prudential Financial
269
Prudential Financial
New Jersey
$237K -$21.6K -510 -8%
Citadel Advisors
270
Citadel Advisors
Florida
$237K -$360K -7,612 -60%
VC
271
Vestor Capital
Illinois
$236K – – –
FCI
272
Financial Counselors Inc
Kansas
$231K +$231K +4,880 New
PFO
273
Pathstone Family Office
New Jersey
$231K -$231K -4,874 -50%
MWM
274
Maltin Wealth Management
New Jersey
$228K – – –
PCH
275
PGIM Custom Harvest
New Jersey
$218K – – –
9 10
11
12 13