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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

304 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Quality ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 100 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
25
Increased
100
Reduced
110
Closed
25
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
+$334K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$162M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$134M
3
CPA
3
Capital Planning Advisors
California
$17.9M
4
SA
4
Shilanski & Associates
Alaska
$15.7M
5
LPL Financial
5
LPL Financial
California
$131M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$0
2
Bank of America
2
Bank of America
North Carolina
$132M
3
MAM
3
Madison Asset Management
Wisconsin
$16M
4
MCM
4
Mainstay Capital Management
Michigan
$68.1M
5
Ameriprise
5
Ameriprise
Minnesota
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
301
Evermay Wealth Management
Virginia
$2K +$2K +40 New
NFSG
302
Newbridge Financial Services Group
Florida
$1K – – –
Bank of Montreal
303
Bank of Montreal
Ontario, Canada
$368 +$4 +85 +1%
Allspring Global Investments
304
Allspring Global Investments
North Carolina
– -$27.1M -645,569 Closed
TC
305
Titleist Capital
Texas
– -$7.31M -174,000 Closed
OCM
306
One Capital Management
California
– -$4.53M -107,803 Closed
MSFS
307
Main Street Financial Solutions
Pennsylvania
– -$4.34M -103,220 Closed
E
308
Ergoteles
New York
– -$2.55M -60,715 Closed
FT
309
Fiduciary Trust
Massachusetts
– -$710K -16,900 Closed
PWM
310
Pinnacle Wealth Management
California
– -$453K -10,777 Closed
TI
311
Trexquant Investment
Connecticut
– -$341K -8,130 Closed
SHFA
312
SC&H Financial Advisors
Maryland
– -$340K -8,098 Closed
SBWIC
313
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$278K -6,621 Closed
WS
314
Wedbush Securities
California
– -$242K -5,773 Closed
TSS
315
Two Sigma Securities
New York
– -$216K -5,140 Closed
DWM
316
Denver Wealth Management
Colorado
– -$213K -5,076 Closed
PFO
317
Pathstone Family Office
New Jersey
– -$205K -4,874 Closed
MWM
318
Maltin Wealth Management
New Jersey
– -$202K -4,820 Closed
EWA
319
EP Wealth Advisors
California
– -$196K -4,669 Closed
ANTB
320
AMG National Trust Bank
Colorado
– -$209K -4,585 Closed
PFS
321
Prospera Financial Services
Texas
– -$177K -4,212 Closed
S
322
SignatureFD
Georgia
– -$109K -2,600 Closed
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
– -$96K -2,296 Closed
CA
324
CoreCap Advisors
Michigan
– -$45K -1,074 Closed
HFS
325
Hantz Financial Services
Michigan
– -$44K -1,050 Closed
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13
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