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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 %
WP
351
WealthPLAN Partners
Nebraska
$4.68K +$4.68K +99 New
CA
352
Crewe Advisors
Utah
$4.26K – – –
AAG
353
Armstrong Advisory Group
Massachusetts
$3.36K – – –
EI
354
Ellevest Inc
New York
$2.89K +$2.89K +61 New
RAM
355
Riggs Asset Management
Pennsylvania
$1.94K – – –
EWM
356
Evermay Wealth Management
Virginia
$1.89K – – –
NFSG
357
Newbridge Financial Services Group
Florida
$1.61K – – –
CIR
358
Clear Investment Research
Georgia
$238 – – –
AWS
359
AJ Wealth Strategies
New York
– -$11M -250,595 Closed
CFO
360
Custos Family Office
Texas
– -$3.86M -87,617 Closed
GI
361
Glovista Investments
New Jersey
– -$1.63M -36,978 Closed
CAPTRUST Financial Advisors
362
CAPTRUST Financial Advisors
North Carolina
– -$354K -8,048 Closed
BOM
363
Bank of Marin
California
– -$348K -7,900 Closed
TSS
364
Two Sigma Securities
New York
– -$303K -6,887 Closed
NCM
365
Northwest Capital Management
Oregon
– -$294K -6,692 Closed
Two Sigma Investments
366
Two Sigma Investments
New York
– -$264K -6,000 Closed
APWA
367
Atlas Private Wealth Advisors
New Jersey
– -$225K -5,103 Closed
BC
368
Barnett & Company
Tennessee
– -$220K -4,996 Closed
CSPIA
369
Cary Street Partners Investment Advisory
Virginia
– -$220K -4,993 Closed
BAAM
370
Baker Avenue Asset Management
California
– -$215K -4,888 Closed
HF
371
HRT Financial
New York
– -$212K -4,830 Closed
UCFA
372
United Capital Financial Advisors
Texas
– -$210K -4,770 Closed
CS
373
Credit Suisse
Switzerland
– -$150K -3,400 Closed
SC
374
SouthState Corp
Florida
– -$73.9K -1,679 Closed
HBW
375
Hazlett, Burt & Watson
West Virginia
– -$45K -1,029 Closed
12 13 14
15
16