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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

304 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Quality ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 100 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
25
Increased
100
Reduced
110
Closed
25
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
+$334K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$162M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$134M
3
CPA
3
Capital Planning Advisors
California
$17.9M
4
SA
4
Shilanski & Associates
Alaska
$15.7M
5
LPL Financial
5
LPL Financial
California
$131M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$0
2
Bank of America
2
Bank of America
North Carolina
$132M
3
MAM
3
Madison Asset Management
Wisconsin
$16M
4
MCM
4
Mainstay Capital Management
Michigan
$68.1M
5
Ameriprise
5
Ameriprise
Minnesota
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
276
Pinnacle Bancorp
Nebraska
$24K +$24K +600 New
AWM
277
Accel Wealth Management
Iowa
$23K – – –
BCMLT
278
Beacon Capital Management LLC (Tennessee)
Tennessee
$22K +$22K +533 New
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$21K -$5.23K -133 -20%
BC
280
Burleson & Co
California
$20K +$198 +5 +1%
FWA
281
FSC Wealth Advisors
New York
$18K – – –
SA
282
SRH Advisors
Kansas
$18K – – –
AWM
283
Avior Wealth Management
Nebraska
$16K – – –
WT
284
Washington Trust
Rhode Island
$16K – – –
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.7K – – –
POIA
286
Pin Oak Investment Advisors
Texas
$14K – – –
FHA
287
First Horizon Advisors
Tennessee
$12K – – –
PCFFS
288
Pacific Center for Financial Services
California
$11K – – –
OHWP
289
Oak Harbor Wealth Partners
North Carolina
$11K – – –
RIA
290
Realta Investment Advisors
Delaware
$10K +$10K +258 New
GWS
291
Glassman Wealth Services
Virginia
$9K – – –
SWM
292
Spire Wealth Management
Virginia
$8K -$86.4K -2,160 -92%
PCA
293
Providence Capital Advisors
North Carolina
$8K – – –
ME
294
McIlrath & Eck
Washington
$6K – – –
AC
295
AlphaCore Capital
California
$5K – – –
CSB
296
City State Bank
Iowa
$4K -$50.8K -1,410 -93%
IF
297
Integrity Financial
Wyoming
$4K – – –
CA
298
Crewe Advisors
Utah
$4K – – –
RAM
299
Riggs Asset Management
Pennsylvania
$2K -$79.4K -1,627 -98%
TRCT
300
Tower Research Capital (TRC)
New York
$2K +$2K +38 New
10 11
12
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