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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

441 hedge funds and large institutions have $4.86B invested in Invesco S&P 500 Quality ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 168 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+38
Holders Change %
+9.43%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.43%
New
72
Increased
168
Reduced
132
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$291M
2
LPL Financial
LPL Financial
California
$356M
3
UBS Group
UBS Group
Switzerland
$68.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$313M
5
Wells Fargo
Wells Fargo
California
$116M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$7.92M
2
OPS
Orion Portfolio Solutions
Nebraska
$7.92M
3
Osaic Holdings
Osaic Holdings
Arizona
$85.1M
4
WA
Win Advisors
Florida
$0
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
326
Vestor Capital
Illinois
$270K – – –
LNWWM
327
Laird Norton Wetherby Wealth Management
California
$262K +$262K +4,848 New
MWM
328
Maltin Wealth Management
New Jersey
$261K – – –
CIR
329
Clear Investment Research
Georgia
$260K -$12.8K -237 -5%
VFA
330
Valeo Financial Advisors
Indiana
$254K +$216 +4 +0.1%
PCH
331
PGIM Custom Harvest
New Jersey
$249K – – –
NCM
332
Next Capital Management
New York
$249K – – –
GAA
333
Guardian Asset Advisors
Pennsylvania
$248K +$248K +4,579 New
NL
334
NVWM LLC
Pennsylvania
$247K – – –
LFG
335
Larson Financial Group
Missouri
$246K -$77.2K -1,427 -24%
CFD
336
Creative Financial Designs
Indiana
$245K +$97.8K +1,808 +66%
BJL
337
Brighton Jones LLC
Washington
$245K +$649 +12 +0.3%
IF
338
Integrity Financial
Wyoming
$244K +$244K +4,507 New
MWM
339
MinichMacGregor Wealth Management
New York
$242K +$242K +4,466 New
LWM
340
Lakeridge Wealth Management
Ohio
$241K +$241K +4,456 New
TWM
341
Trinity Wealth Management
Pennsylvania
$240K +$20.1K +371 +9%
MOS
342
MGO One Seven
Ohio
$236K +$14.1K +261 +6%
RIA
343
Regal Investment Advisors
Michigan
$234K +$234K +4,333 New
VRM
344
Vectors Research Management
New York
$233K +$233K +4,312 New
ANTB
345
AMG National Trust Bank
Colorado
$233K – – –
AFG
346
Atomi Financial Group
New York
$228K -$44.7K -827 -16%
SA
347
Strategic Advisors
New York
$223K – – –
RFN
348
Redwood Financial Network
Ohio
$219K +$219K +4,051 New
SHFA
349
SC&H Financial Advisors
Maryland
$217K +$216 +4 +0.1%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$217K -$38.4K -711 -15%
12 13
14
15 16