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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

403 hedge funds and large institutions have $4.07B invested in Invesco S&P 500 Quality ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 161 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+16
Holders Change %
+4.13%
% of All Funds
6.43%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
49
Increased
161
Reduced
112
Closed
28
Calls
$210K
Puts
–
Net Calls
+$210K
Net Calls Change
-$37K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$72.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$260M
3
FCAS
First Command Advisory Services
Texas
$692M
4
Corient Private Wealth
Corient Private Wealth
Florida
$61.7M
5
CW
Connectus Wealth
Ohio
$58.4M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$51.6M
2
OPS
Orion Portfolio Solutions
Nebraska
$51.6M
3
MCM
Mainstay Capital Management
Michigan
$48.2M
4
WMR
Wealth Management Resources
Rhode Island
$5.5M
5
RWA
Redhawk Wealth Advisors
Minnesota
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
351
Kayne Anderson Rudnick Investment Management
California
$58.1K – – –
SSWM
352
Sheets Smith Wealth Management
North Carolina
$55.6K +$55.6K +1,112 New
TCCM
353
Timber Creek Capital Management
Massachusetts
$50K – – –
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$49.4K -$17.2K -343 -26%
HFS
355
HBC Financial Services
Washington
$47K – – –
RTL
356
Red Tortoise LLC
Georgia
$41.3K +$150 +3 +0.4%
WWP
357
WR Wealth Planners
Missouri
$41.1K – – –
MTIC
358
Missouri Trust & Investment Company
Missouri
$40K – – –
DFA
359
DHJJ Financial Advisors
Illinois
$36.4K +$36.4K +728 New
FFA
360
Farther Finance Advisors
California
$34.1K +$17.3K +346 +103%
BWL
361
Bogart Wealth LLC
Virginia
$31.2K +$8.01K +160 +34%
AAG
362
Armstrong Advisory Group
Massachusetts
$31K +$27.4K +548 +772%
CFFP
363
Center for Financial Planning
Michigan
$29.9K – – –
AWM
364
Aspire Wealth Management
Massachusetts
$29.6K – – –
WWM
365
Wolff Wiese Magana
California
$28.3K +$14.6K +291 +106%
SS
366
Sunbelt Securities
Texas
$27K – – –
FWA
367
FSC Wealth Advisors
New York
$22.6K – – –
SA
368
SRH Advisors
Kansas
$22.5K – – –
WT
369
Washington Trust
Rhode Island
$20.3K – – –
GTAM
370
Global Trust Asset Management
Florida
$20.2K – – –
SCA
371
Stonebridge Capital Advisors
Minnesota
$20.1K -$9.91K -198 -33%
FDCDDQ
372
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.8K – – –
BFEC
373
Benjamin F. Edwards & Company
Missouri
$18K – – –
POIA
374
Pin Oak Investment Advisors
Texas
$18K – – –
FHA
375
First Horizon Advisors
Tennessee
$15.3K – – –
13 14
15
16 17