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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

314 hedge funds and large institutions have $2.36B invested in Invesco S&P 500 Quality ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
4.97%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
46
Increased
121
Reduced
81
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$126M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$98.6M
3
MCM
3
Mainstay Capital Management
Michigan
$98.9M
4
Bank of America
4
Bank of America
North Carolina
$249M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$40.1M

Top Sellers

1
FSA
1
Financial Services Advisory
Maryland
$0
2
Wells Fargo
2
Wells Fargo
California
$26.2M
3
BPWM
3
Badgley Phelps Wealth Managers
Washington
$0
4
GVAG
4
Great Valley Advisor Group
Delaware
$0
5
WA
5
Win Advisors
Florida
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$17K – – –
POIA
302
Pin Oak Investment Advisors
Texas
$17K +$17K +350 New
FHA
303
First Horizon Advisors
Tennessee
$15K – – –
PCFFS
304
Pacific Center for Financial Services
California
$14K – – –
OHWP
305
Oak Harbor Wealth Partners
North Carolina
$14K – – –
GWS
306
Glassman Wealth Services
Virginia
$11K -$16.3K -340 -60%
PCA
307
Providence Capital Advisors
North Carolina
$10K +$10K +200 New
ME
308
McIlrath & Eck
Washington
$8K – – –
KFS
309
Kelly Financial Services
Massachusetts
$7.66K +$7.66K +154 New
FPS
310
Fieldpoint Private Securities
Connecticut
$7K – – –
AC
311
AlphaCore Capital
California
$6K – – –
CA
312
Crewe Advisors
Utah
$4K +$4K +90 New
FAG
313
Fortitude Advisory Group
Washington
$3K +$2.27K +47 +313%
NFSG
314
Newbridge Financial Services Group
Florida
$2K +$2K +34 New
RIM
315
Rockbridge Investment Management
New York
$800 – – –
FSA
316
Financial Services Advisory
Maryland
– -$27.8M -561,406 Closed
BPWM
317
Badgley Phelps Wealth Managers
Washington
– -$16.5M -309,275 Closed
GVAG
318
Great Valley Advisor Group
Delaware
– -$10M -188,751 Closed
AIP
319
Almanack Investment Partners
Pennsylvania
– -$9.38M -176,231 Closed
MWM
320
Merriman Wealth Management
Washington
– -$7.66M -143,890 Closed
CI
321
CPR Investments
Michigan
– -$6.16M -115,696 Closed
GI
322
Glovista Investments
New Jersey
– -$6.04M -113,469 Closed
LMIM
323
Lockheed Martin Investment Management
Maryland
– -$5.23M -98,300 Closed
FMP
324
Financial Management Professionals
Texas
– -$3.45M -64,764 Closed
PP
325
Prudential plc
United Kingdom
– -$3.01M -56,500 Closed
11 12
13
14 15