SPHQ icon

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 %
HFS
326
Hantz Financial Services
Michigan
$6K +$6K +127 New
VF
327
VitalStone Financial
Texas
$6K +$6K +128 New
AC
328
AlphaCore Capital
California
$5.01K – – –
CSB
329
City State Bank
Iowa
$5K – – –
TFA
330
Transamerica Financial Advisors
Florida
$5K +$5K +94 New
SIM
331
Studio Investment Management
Illinois
$4.88K +$4.88K +111 New
IF
332
Integrity Financial
Wyoming
$4.27K – – –
CA
333
Crewe Advisors
Utah
$3.96K – – –
AAG
334
Armstrong Advisory Group
Massachusetts
$3.12K +$3.12K +71 New
HR
335
Howe & Rusling
New York
$2.16K +$2.16K +49 New
RAM
336
Riggs Asset Management
Pennsylvania
$1.8K – – –
EWM
337
Evermay Wealth Management
Virginia
$1.76K – – –
NFSG
338
Newbridge Financial Services Group
Florida
$1.5K – – –
EE
339
EWG Elevate
California
$889 +$889 +20 New
BlackRock
340
BlackRock
New York
$396 – – –
AWM
341
Accurate Wealth Management
Florida
$270 +$270 +6 New
NA
342
NewEdge Advisors
Louisiana
$20 +$20 +464 New
SA
343
Shilanski & Associates
Alaska
– -$15.7M -393,914 Closed
IAIM
344
International Assets Investment Management
Florida
– -$3.66M -94,769 Closed
Two Sigma Advisers
345
Two Sigma Advisers
New York
– -$2.92M -73,500 Closed
IWM
346
IHT Wealth Management
Illinois
– -$2.51M -63,114 Closed
SOS
347
Silver Oak Securities
Tennessee
– -$1.96M -39,110 Closed
HGERS
348
Householder Group Estate & Retirement Specialist
Arizona
– -$1.26M -31,740 Closed
PP
349
Prudential plc
United Kingdom
– -$994K -25,000 Closed
ACK
350
Andrew C. Karlinski
– -$559K -14,062 Closed
11 12 13
14
15