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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

307 hedge funds and large institutions have $2.03B invested in Invesco S&P 500 Quality ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-7
Holders Change %
-2.23%
% of All Funds
5.19%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
34
Increased
111
Reduced
93
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$148M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$121M
3
Ameriprise
3
Ameriprise
Minnesota
$57.1M
4
LPL Financial
4
LPL Financial
California
$122M
5
SL
5
Savior LLC
Massachusetts
$9.96M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$163M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.7M
3
MAM
3
Madison Asset Management
Wisconsin
$38.1M
4
LPT
4
Legacy Private Trust
Wisconsin
$17.2M
5
RBCM
5
Raub Brock Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
301
AlphaCore Capital
California
$5K – – –
CA
302
Crewe Advisors
Utah
$4K – – –
IF
303
Integrity Financial
Wyoming
$4K +$4K +97 New
IAIM
304
International Assets Investment Management
Florida
$3.9K +$3.9K +99,517 New
NFSG
305
Newbridge Financial Services Group
Florida
$1K – – –
RIM
306
Rockbridge Investment Management
New York
$672 – – –
Bank of Montreal
307
Bank of Montreal
Ontario, Canada
$361 – – –
RBCM
308
Raub Brock Capital Management
California
– -$11.5M -229,736 Closed
MWM
309
MinichMacGregor Wealth Management
New York
– -$3.7M -74,220 Closed
N
310
Natixis
France
– -$2.94M -58,877 Closed
SOS
311
Silver Oak Securities
Tennessee
– -$2.25M -45,500 Closed
AAS
312
Ameritas Advisory Services
Nebraska
– -$1.91M -38,167 Closed
PMG
313
ProVise Management Group
Florida
– -$1.52M -30,431 Closed
CWM
314
Chicago Wealth Management
Illinois
– -$1.28M -25,654 Closed
CAG
315
Csenge Advisory Group
Florida
– -$945K -18,936 Closed
Mariner
316
Mariner
Kansas
– -$513K -10,282 Closed
ES
317
Eagle Strategies
New York
– -$415K -8,324 Closed
ACM
318
Armbruster Capital Management
New York
– -$412K -8,250 Closed
WPW
319
Warther Private Wealth
Ohio
– -$335K -6,702 Closed
BF
320
BOK Financial
Oklahoma
– -$292K -5,845 Closed
SAM
321
Silvercrest Asset Management
New York
– -$284K -5,686 Closed
Bank of New York Mellon
322
Bank of New York Mellon
New York
– -$271K -5,421 Closed
SMG
323
Smart Money Group
Texas
– -$232K -4,648 Closed
SVCP
324
Silicon Valley Capital Partners
California
– -$232K -4,647 Closed
WANY
325
Wealthspire Advisors (New York)
New York
– -$231K -4,631 Closed
10 11 12
13
14