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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

314 hedge funds and large institutions have $2.36B invested in Invesco S&P 500 Quality ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
4.97%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
46
Increased
121
Reduced
81
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$126M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$98.6M
3
MCM
3
Mainstay Capital Management
Michigan
$98.9M
4
Bank of America
4
Bank of America
North Carolina
$249M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$40.1M

Top Sellers

1
FSA
1
Financial Services Advisory
Maryland
$0
2
Wells Fargo
2
Wells Fargo
California
$26.2M
3
BPWM
3
Badgley Phelps Wealth Managers
Washington
$0
4
GVAG
4
Great Valley Advisor Group
Delaware
$0
5
WA
5
Win Advisors
Florida
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
276
Pittenger & Anderson Inc
Nebraska
$76K +$76K +1,513 New
VNA
277
Valley National Advisers
Pennsylvania
$70K – – –
AF
278
Advisornet Financial
Minnesota
$63K -$9.72K -196 -13%
CFO
279
CVA Family Office
Colorado
$60K +$60K +1,200 New
CFGS
280
Concourse Financial Group Securities
Alabama
$53K – – –
HFS
281
Hantz Financial Services
Michigan
$52K – – –
HIA
282
Harbor Investment Advisory
Maryland
$49K – – –
LF
283
Lee Financial
Texas
$48K – – –
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$46K -$175K -3,490 -79%
HFS
285
HBC Financial Services
Washington
$43K – – –
MTIC
286
Missouri Trust & Investment Company
Missouri
$43K – – –
WWM
287
Wolff Wiese Magana
California
$41K +$8.7K +175 +27%
BFC
288
Bedel Financial Consulting
Indiana
$38K +$38K +757 New
COCM
289
Charter Oak Capital Management
New Hampshire
$35K – – –
CAL
290
Capital Analysts LLC
Pennsylvania
$35K +$10K +200 +40%
CFFP
291
Center for Financial Planning
Michigan
$30K – – –
PFSC
292
Peoples Financial Services Corp
Pennsylvania
$30K +$30K +595 New
AWM
293
Accel Wealth Management
Iowa
$28K – – –
Koshinski Asset Management
294
Koshinski Asset Management
Illinois
$25.5K – – –
FWA
295
FSC Wealth Advisors
New York
$23K – – –
SA
296
SRH Advisors
Kansas
$22K – – –
MSFP
297
Mark Sheptoff Financial Planning
Connecticut
$22K +$4.89K +100 +29%
AWM
298
Avior Wealth Management
Nebraska
$21K – – –
WT
299
Washington Trust
Rhode Island
$20K – – –
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.7K – – –
10 11
12
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