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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

358 hedge funds and large institutions have $3.2B invested in Invesco S&P 500 Quality ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+17
Holders Change %
+4.99%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.38%
New
53
Increased
125
Reduced
102
Closed
30
Calls
$729K
Puts
–
Net Calls
+$729K
Net Calls Change
+$276K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$608M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.8M
3
PI
3
PFS Investments
Georgia
$63.4M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$50.1M
5
LPL Financial
5
LPL Financial
California
$194M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$5.85M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$3.13M
3
CPA
3
Capital Planning Advisors
California
$17.2M
4
AWS
4
AJ Wealth Strategies
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
301
Huntington National Bank
Ohio
$103K -$101K – –
SC
302
Solstein Capital
California
$94.9K – – –
TIM
303
Tortoise Investment Management
New York
$94.6K – – –
VNA
304
Valley National Advisers
Pennsylvania
$67K – – –
AAS
305
Ameritas Advisory Services
Nebraska
$64K +$64K +1,341 New
GI
306
Gradient Investments
Minnesota
$63.9K +$18K +381 +39%
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$63K – – –
CFD
308
Creative Financial Designs
Indiana
$58.1K -$22.9K -484 -28%
CTA
309
Colonial Trust Advisors
South Carolina
$57K – – –
CFO
310
CVA Family Office
Colorado
$56.8K – – –
TCCM
311
Timber Creek Capital Management
Massachusetts
$47.3K – – –
PB
312
Pinnacle Bancorp
Nebraska
$44.1K +$2.79K +59 +7%
HFS
313
HBC Financial Services
Washington
$44K – – –
WWP
314
WR Wealth Planners
Missouri
$38.9K +$38.9K +822 New
RTL
315
Red Tortoise LLC
Georgia
$38.8K +$142 +3 +0.4%
BAM
316
Belpointe Asset Management
Nevada
$38.2K -$133K -2,807 -78%
AP
317
Advisors Preferred
Maryland
$38K +$38K +796 New
MTIC
318
Missouri Trust & Investment Company
Missouri
$37.9K – – –
Commonwealth Equity Services
319
Commonwealth Equity Services
Massachusetts
$37.7K +$519 +10,969 +1%
CFFP
320
Center for Financial Planning
Michigan
$28.3K – – –
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
AWM
322
Aspire Wealth Management
Massachusetts
$28K – – –
AWM
323
Accel Wealth Management
Iowa
$26.2K – – –
SS
324
Sunbelt Securities
Texas
$25.2K +$25.2K +539 New
TWA
325
TCI Wealth Advisors
Arizona
$24.2K +$24.2K +512 New
11 12
13
14 15