SPHQ icon

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
$102M
2
OPS
Orion Portfolio Solutions
Nebraska
$102M
3
LPL Financial
LPL Financial
California
$254M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$153M
5
Morgan Stanley
Morgan Stanley
New York
$109M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$10.2M
2
SL
Savior LLC
Massachusetts
$803K
3
MCC
Money Concepts Capital
Florida
$0
4
EH
Equitable Holdings
New York
$33.8M
5
PCMC
Paragon Capital Management (Colorado)
Colorado
$44.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMA
251
Advanced Asset Management Advisors
Ohio
$324K +$7.06K +140 +2%
AWM
252
AE Wealth Management
Kansas
$313K -$1.54M -30,574 -83%
CG
253
CFO4Life Group
Texas
$310K – – –
PWM
254
Perigon Wealth Management
California
$309K -$126K -2,488 -29%
SL
255
Salomon & Ludwin
Virginia
$308K – – –
Prudential Financial
256
Prudential Financial
New Jersey
$308K +$25.2K +499 +9%
PA
257
Pinnacle Associates
New York
$304K +$353 +7 +0.1%
SAM
258
Silvercrest Asset Management
New York
$290K +$290K +5,755 New
PFS
259
Prospera Financial Services
Texas
$289K +$16.1K +319 +6%
SFA
260
Sequoia Financial Advisors
Ohio
$288K +$16.7K +331 +6%
AWMS
261
Advocacy Wealth Management Services
Georgia
$284K -$116K -2,290 -29%
AA
262
Advisory Alpha
Michigan
$278K – – –
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$278K -$2.83K -56 -1%
BFO
264
Biltmore Family Office
North Carolina
$277K – – –
LWMG
265
Levy Wealth Management Group
Pennsylvania
$277K +$353 +7 +0.1%
CCA
266
Clearwater Capital Advisors
Illinois
$275K – – –
CW
267
CreativeOne Wealth
Kansas
$272K +$12.3K +244 +5%
FG
268
Foster Group
Iowa
$272K -$20.5K -406 -7%
OFS
269
OneAscent Financial Services
Alabama
$270K -$64.1K -1,269 -19%
WWM
270
Windsor Wealth Management
Indiana
$265K – – –
LIA
271
LBMC Investment Advisors
Tennessee
$265K – – –
GGS
272
Galvin Gaustad & Stein
Arizona
$263K +$1.46K +29 +0.6%
HAS
273
HBW Advisory Services
California
$263K +$263K +5,210 New
BOM
274
Bank of Marin
California
$260K +$260K +5,151 New
Millennium Management
275
Millennium Management
New York
$257K +$257K +5,100 New
9 10
11
12 13