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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

341 hedge funds and large institutions have $2.25B invested in Invesco S&P 500 Quality ETF in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 117 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
5.5%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
66
Increased
117
Reduced
98
Closed
21
Calls
$453K
Puts
–
Net Calls
+$453K
Net Calls Change
+$119K

Top Buyers

1
TC
Trilogy Capital
California
+$33.5M
2
Wells Fargo
Wells Fargo
California
+$24.6M
3
AWS
AJ Wealth Strategies
New York
+$11M
4
CPA
Capital Planning Advisors
California
+$9.59M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$8.98M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$20.4M
2
SA
Shilanski & Associates
Alaska
-$15.7M
3
AAS
Avantax Advisory Services
Texas
-$9.6M
4
CAN
Cetera Advisor Networks
California
-$4.4M
5
IAIM
International Assets Investment Management
Florida
-$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
276
Operose Advisors
Wisconsin
$130K – – –
ACA
277
Aptus Capital Advisors
Alabama
$124K +$2.11K +48 +2%
UB
278
UMB Bank
Missouri
$116K – – –
Franklin Resources
279
Franklin Resources
California
$110K – – –
CFGS
280
Concourse Financial Group Securities
Alabama
$106K +$1.45K +33 +1%
HNB
281
Huntington National Bank
Ohio
$101K -$87K – –
SWM
282
Spire Wealth Management
Virginia
$97K +$88.2K +2,000 +1,000%
Citigroup
283
Citigroup
New York
$96.7K – – –
IGWM
284
ICA Group Wealth Management
Colorado
$92.4K +$92.4K +2,100 New
SC
285
Solstein Capital
California
$88.2K – – –
TIM
286
Tortoise Investment Management
New York
$88K -$352K -8,000 -80%
CFD
287
Creative Financial Designs
Indiana
$75.3K -$6.91K -157 -8%
SC
288
SouthState Corp
Florida
$73.9K +$73.9K +1,679 New
VNA
289
Valley National Advisers
Pennsylvania
$63K – – –
OSAM
290
O'Shaughnessy Asset Management
Connecticut
$58.6K – – –
CTA
291
Colonial Trust Advisors
South Carolina
$53K +$53K +1,205 New
CFO
292
CVA Family Office
Colorado
$52.8K – – –
CA
293
CoreCap Advisors
Michigan
$47.3K +$47.3K +1,074 New
HBW
294
Hazlett, Burt & Watson
West Virginia
$45K +$18.2K +416 +68%
TCCM
295
Timber Creek Capital Management
Massachusetts
$44K – – –
GI
296
Gradient Investments
Minnesota
$42.7K +$12.8K +290 +43%
HFS
297
HBC Financial Services
Washington
$41K – – –
PB
298
Pinnacle Bancorp
Nebraska
$38K +$11.9K +274 +46%
RTL
299
Red Tortoise LLC
Georgia
$35.9K +$35.9K +817 New
MTIC
300
Missouri Trust & Investment Company
Missouri
$35K -$2.76K -63 -7%
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12
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