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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

341 hedge funds and large institutions have $2.25B invested in Invesco S&P 500 Quality ETF in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 117 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
5.5%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
66
Increased
117
Reduced
98
Closed
21
Calls
$453K
Puts
–
Net Calls
+$453K
Net Calls Change
+$119K

Top Buyers

1
TC
Trilogy Capital
California
+$33.5M
2
Wells Fargo
Wells Fargo
California
+$24.6M
3
AWS
AJ Wealth Strategies
New York
+$11M
4
CPA
Capital Planning Advisors
California
+$9.59M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$8.98M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$20.4M
2
SA
Shilanski & Associates
Alaska
-$15.7M
3
AAS
Avantax Advisory Services
Texas
-$9.6M
4
CAN
Cetera Advisor Networks
California
-$4.4M
5
IAIM
International Assets Investment Management
Florida
-$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
301
U.S. Capital Wealth Advisors
Texas
$28.9K +$28.9K +656 New
CFFP
302
Center for Financial Planning
Michigan
$26.3K – – –
AWM
303
Aspire Wealth Management
Massachusetts
$26K +$26K +591 New
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$26K -$13.5K -305 -34%
OWA
305
One Wealth Advisors
California
$25.7K +$25.7K +583 New
AWM
306
Accel Wealth Management
Iowa
$24.3K – – –
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$23.5K – – –
BCMLT
308
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.5K – – –
BC
309
Burleson & Co
California
$22.3K +$132 +3 +0.6%
GTAM
310
Global Trust Asset Management
Florida
$22.2K -$26.4K -601 -54%
SA
311
SRH Advisors
Kansas
$20K – – –
FWA
312
FSC Wealth Advisors
New York
$19.8K – – –
WT
313
Washington Trust
Rhode Island
$17.9K – – –
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K – – –
POIA
315
Pin Oak Investment Advisors
Texas
$15K – – –
FHA
316
First Horizon Advisors
Tennessee
$13.4K – – –
S
317
SignatureFD
Georgia
$12.8K +$12.8K +290 New
OHWP
318
Oak Harbor Wealth Partners
North Carolina
$12.7K – – –
WWM
319
Wolff Wiese Magana
California
$12.1K -$24.2K -550 -67%
BTI
320
Blue Trust Inc
Georgia
$12K +$12K +300 New
RIA
321
Realta Investment Advisors
Delaware
$11.4K – – –
GWS
322
Glassman Wealth Services
Virginia
$10.1K – – –
PCA
323
Providence Capital Advisors
North Carolina
$8.8K – – –
PFA
324
Pathway Financial Advisers
Indiana
$7.57K +$7.57K +172 New
PAG
325
Private Advisor Group
New Jersey
$7.47K -$4.04K -91,729 -35%
11 12
13
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