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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

403 hedge funds and large institutions have $4.07B invested in Invesco S&P 500 Quality ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 161 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+16
Holders Change %
+4.13%
% of All Funds
6.43%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
49
Increased
161
Reduced
112
Closed
28
Calls
$210K
Puts
–
Net Calls
+$210K
Net Calls Change
-$37K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$72.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$260M
3
FCAS
First Command Advisory Services
Texas
$692M
4
Corient Private Wealth
Corient Private Wealth
Florida
$61.7M
5
CW
Connectus Wealth
Ohio
$58.4M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$51.6M
2
OPS
Orion Portfolio Solutions
Nebraska
$51.6M
3
MCM
Mainstay Capital Management
Michigan
$48.2M
4
WMR
Wealth Management Resources
Rhode Island
$5.5M
5
RWA
Redhawk Wealth Advisors
Minnesota
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
276
Salomon & Ludwin
Virginia
$315K +$9.26K +185 +3%
CG
277
CFO4Life Group
Texas
$308K – – –
BCG
278
Breakwater Capital Group
New Jersey
$308K +$308K +6,279 New
AWA
279
Alta Wealth Advisors
Massachusetts
$307K -$35.5K -710 -10%
PA
280
Pinnacle Associates
New York
$301K – – –
LFG
281
Larson Financial Group
Missouri
$299K +$111K +2,218 +59%
AAMA
282
Advanced Asset Management Advisors
Ohio
$298K -$22.7K -454 -7%
SFA
283
Sequoia Financial Advisors
Ohio
$294K +$8.61K +172 +3%
SFS
284
Security Financial Services
Indiana
$290K +$87.9K +1,756 +43%
SAM
285
Silvercrest Asset Management
New York
$289K +$951 +19 +0.3%
PWM
286
Perigon Wealth Management
California
$286K -$20.3K -406 -7%
AWMS
287
Advocacy Wealth Management Services
Georgia
$282K – – –
PFG
288
PAX Financial Group
Texas
$280K +$46.7K +934 +20%
AAS
289
Ameritas Advisory Services
Nebraska
$276K +$276K +5,479 New
LWMG
290
Levy Wealth Management Group
Pennsylvania
$275K +$350 +7 +0.1%
BFO
291
Biltmore Family Office
North Carolina
$275K – – –
IA
292
IFP Advisors
Florida
$264K +$13.7K +274 +5%
WWM
293
Windsor Wealth Management
Indiana
$263K – – –
CCA
294
Clearwater Capital Advisors
Illinois
$263K -$10K -200 -4%
GGS
295
Galvin Gaustad & Stein
Arizona
$260K -$550 -11 -0.2%
LIA
296
LBMC Investment Advisors
Tennessee
$260K – – –
EWA
297
EP Wealth Advisors
California
$258K -$12.7K -254 -5%
BOM
298
Bank of Marin
California
$258K – – –
HBW
299
Hazlett, Burt & Watson
West Virginia
$254K +$254K +5,047 New
CIR
300
Clear Investment Research
Georgia
$253K +$100 +2 +0%
10 11
12
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