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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

358 hedge funds and large institutions have $3.2B invested in Invesco S&P 500 Quality ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+17
Holders Change %
+4.99%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.38%
New
53
Increased
125
Reduced
102
Closed
30
Calls
$729K
Puts
–
Net Calls
+$729K
Net Calls Change
+$276K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$608M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.8M
3
PI
3
PFS Investments
Georgia
$63.4M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$50.1M
5
LPL Financial
5
LPL Financial
California
$194M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$5.85M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$3.13M
3
CPA
3
Capital Planning Advisors
California
$17.2M
4
AWS
4
AJ Wealth Strategies
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
276
Next Capital Management
New York
$217K – – –
CWM
277
Cabot Wealth Management
Massachusetts
$217K -$13.5K -285 -6%
OL
278
Owen LaRue
Kentucky
$212K – – –
SMG
279
Smart Money Group
Texas
$212K +$212K +4,413 New
CAG
280
Csenge Advisory Group
Florida
$211K +$211K +4,456 New
WANY
281
Wealthspire Advisors (New York)
New York
$209K +$209K +4,413 New
VFA
282
Valeo Financial Advisors
Indiana
$207K +$207K +4,377 New
ANTB
283
AMG National Trust Bank
Colorado
$203K -$13.5K -285 -6%
FTUS
284
Flow Traders U.S.
New York
$203K +$203K +4,288 New
SPIA
285
Steward Partners Investment Advisory
New York
$190K +$3.27K +69 +2%
RFA
286
Resurgent Financial Advisors
Georgia
$188K +$18.2K +384 +11%
LFG
287
Larson Financial Group
Missouri
$183K -$110K -2,331 -38%
CFB
288
Cullen/Frost Bankers
Texas
$180K – – –
CFGS
289
Concourse Financial Group Securities
Alabama
$178K +$64.6K +1,365 +57%
IA
290
IFP Advisors
Florida
$166K -$577K -18,892 -78%
VF
291
VitalStone Financial
Texas
$165K +$158K +3,031 +2,368%
OA
292
Operose Advisors
Wisconsin
$140K – – –
ACA
293
Aptus Capital Advisors
Alabama
$135K +$1.56K +33 +1%
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$133K -$12.2K -258 -8%
PFBT
295
Parkside Financial Bank & Trust
Missouri
$127K -$77.7K -1,643 -38%
UB
296
UMB Bank
Missouri
$125K – – –
Franklin Resources
297
Franklin Resources
California
$118K – – –
IGWM
298
ICA Group Wealth Management
Colorado
$110K +$10.4K +220 +10%
SWM
299
Spire Wealth Management
Virginia
$104K – – –
Citigroup
300
Citigroup
New York
$104K – – –
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12
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