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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 %
PFA
251
Plotkin Financial Advisors
Maryland
$410K -$129K -2,577 -24%
VCA
252
Verdence Capital Advisors
Maryland
$405K – – –
DCM
253
Donaldson Capital Management
Indiana
$390K +$390K +7,792 New
KFGK
254
Keystone Financial Group (Kentucky)
Kentucky
$388K -$42.9K -858 -10%
AFO
255
Arrowroot Family Office
California
$388K -$184K -3,671 -32%
Citadel Advisors
256
Citadel Advisors
Florida
$387K -$3.98M -79,563 -91%
IFPG
257
Intrepid Financial Planning Group
Indiana
$385K -$2.1K -42 -0.5%
KFI
258
Key Financial Inc
Pennsylvania
$378K +$9.16K +183 +2%
RWMG
259
Redwood Wealth Management Group
New Jersey
$377K -$2K -40 -0.5%
TFS
260
Thoroughbred Financial Services
Tennessee
$374K +$374K +7,487 New
IA
261
Insight Advisors
Pennsylvania
$371K -$51K -1,019 -12%
WCM
262
WealthBridge Capital Management
Ohio
$369K +$17.1K +341 +5%
RFA
263
Resurgent Financial Advisors
Georgia
$365K +$176K +3,510 +93%
FF
264
Fluent Financial
Texas
$364K +$8.41K +168 +2%
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$362K – – –
1WM
266
1900 Wealth Management
Texas
$348K -$138K -2,759 -28%
FG
267
Foster Group
Iowa
$343K +$74K +1,479 +27%
PPP
268
Private Portfolio Partners
New Jersey
$342K +$5K +100 +1%
OL
269
Owen LaRue
Kentucky
$338K -$10.2K -203 -3%
Prudential Financial
270
Prudential Financial
New Jersey
$336K +$30.9K +617 +10%
FAT
271
First American Trust
California
$332K -$295K -5,900 -47%
HAS
272
HBW Advisory Services
California
$331K +$70.1K +1,400 +27%
FCI
273
Financial Counselors Inc
Kansas
$330K -$12.8K -256 -4%
MWM
274
Mission Wealth Management
California
$321K -$200K -3,989 -38%
Brown Advisory
275
Brown Advisory
Maryland
$319K +$319K +6,383 New
9 10
11
12 13