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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

387 hedge funds and large institutions have $3.96B invested in Invesco S&P 500 Quality ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 144 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+29
Holders Change %
+8.1%
% of All Funds
6.1%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.43%
New
59
Increased
144
Reduced
110
Closed
24
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
-$482K

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$49M
2
OPS
Orion Portfolio Solutions
Nebraska
+$49M
3
LPL Financial
LPL Financial
California
+$46.7M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$46.5M
5
Morgan Stanley
Morgan Stanley
New York
+$31.6M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$22.3M
2
SL
Savior LLC
Massachusetts
-$10.8M
3
MCC
Money Concepts Capital
Florida
-$10.3M
4
EH
Equitable Holdings
New York
-$8.41M
5
PCMC
Paragon Capital Management (Colorado)
Colorado
-$6.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIR
276
Clear Investment Research
Georgia
$255K +$252 +5 +0.1%
IA
277
IFP Advisors
Florida
$252K -$21.9K -434 -8%
VC
278
Vestor Capital
Illinois
$252K – – –
CWM
279
Cabot Wealth Management
Massachusetts
$248K +$16.9K +334 +7%
PFO
280
Pathstone Family Office
New Jersey
$246K – – –
MWM
281
Maltin Wealth Management
New Jersey
$243K – – –
EWA
282
EP Wealth Advisors
California
$240K -$26.8K -604 -10%
VFA
283
Valeo Financial Advisors
Indiana
$240K +$19K +376 +9%
PFG
284
PAX Financial Group
Texas
$235K +$235K +4,664 New
PCH
285
PGIM Custom Harvest
New Jersey
$232K – – –
NCM
286
Next Capital Management
New York
$232K – – –
NL
287
NVWM LLC
Pennsylvania
$230K -$31.9K -632 -12%
WANY
288
Wealthspire Advisors (New York)
New York
$230K +$6.91K +137 +3%
AWA
289
Arkadios Wealth Advisors
Georgia
$228K -$49.3K -978 -18%
SMG
290
Smart Money Group
Texas
$219K -$3.18K -63 -1%
PA
291
PFG Advisors
Arizona
$219K +$219K +4,338 New
ANTB
292
AMG National Trust Bank
Colorado
$217K – – –
TWM
293
Trinity Wealth Management
Pennsylvania
$209K +$209K +4,151 New
SA
294
Strategic Advisors
New York
$208K -$267K -5,300 -56%
CAG
295
Csenge Advisory Group
Florida
$207K -$17.7K -351 -8%
MOS
296
MGO One Seven
Ohio
$207K +$207K +4,093 New
KAS
297
Kestra Advisory Services
Texas
$204K +$204K +4,042 New
SFS
298
Security Financial Services
Indiana
$204K +$204K +4,040 New
APWA
299
Atlas Private Wealth Advisors
New Jersey
$203K +$203K +4,024 New
SHFA
300
SC&H Financial Advisors
Maryland
$202K +$202K +4,014 New
10 11
12
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