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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 %
BWL
326
Bogart Wealth LLC
Virginia
$22K +$22K +464 New
Kayne Anderson Rudnick Investment Management
327
Kayne Anderson Rudnick Investment Management
California
$21.9K +$21.9K +462 New
FWA
328
FSC Wealth Advisors
New York
$21.3K – – –
SA
329
SRH Advisors
Kansas
$21K – – –
WT
330
Washington Trust
Rhode Island
$19.2K – – –
GTAM
331
Global Trust Asset Management
Florida
$19.1K -$4.83K -102 -20%
CAL
332
Capital Analysts LLC
Pennsylvania
$19K +$19K +405 New
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.7K – – –
POIA
334
Pin Oak Investment Advisors
Texas
$17K – – –
FHA
335
First Horizon Advisors
Tennessee
$14.4K – – –
TRCT
336
Tower Research Capital (TRC)
New York
$14K -$1.15M -25,152 -99%
OHWP
337
Oak Harbor Wealth Partners
North Carolina
$13.7K – – –
PCFFS
338
Pacific Center for Financial Services
California
$13.3K +$13.3K +282 New
WWM
339
Wolff Wiese Magana
California
$13K – – –
SIS
340
Sound Income Strategies
Florida
$11.6K +$11.6K +246 New
GWS
341
Glassman Wealth Services
Virginia
$10.9K – – –
PCA
342
Providence Capital Advisors
North Carolina
$10.4K +$946 +20 +10%
GT
343
Glenmede Trust
Pennsylvania
$8.66K +$8.66K +183 New
PFA
344
Pathway Financial Advisers
Indiana
$8.18K +$47 +1 +0.6%
HCA
345
Heck Capital Advisors
Wisconsin
$7.24K +$7.24K +153 New
AC
346
AlphaCore Capital
California
$5.38K – – –
SIM
347
Studio Investment Management
Illinois
$5.25K – – –
TFA
348
Transamerica Financial Advisors
Florida
$5K – – –
CSB
349
City State Bank
Iowa
$5K – – –
IHWM
350
Iron Horse Wealth Management
Iowa
$4.69K +$4.69K +99 New
12 13
14
15 16