SPHQ icon

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 %
NFSG
401
Newbridge Financial Services Group
Florida
$1.7K – – –
NRG
402
Nemes Rush Group
Michigan
$1.2K +$851 +17 +243%
VCM
403
Versant Capital Management
Arizona
$801 +$801 +16 New
YAL
404
Your Advocates Ltd
Texas
$50 +$50 +1 New
PP
405
PFS Partners
New Jersey
$15 -$1.98K -39 Closed
SI
406
Saxon Interests
Texas
– -$1.42M -28,197 Closed
AWM
407
Apollon Wealth Management
South Carolina
– -$1.4M -27,690 Closed
WP
408
WealthSource Partners
California
– -$938K -18,600 Closed
PG
409
Prostatis Group
Maryland
– -$16.7K -16,749 Closed
AWA
410
Arete Wealth Advisors
Illinois
– -$714K -14,153 Closed
FTUS
411
Flow Traders U.S.
New York
– -$430K -8,515 Closed
AA
412
AlphaQ Advisors
Florida
– -$376K -7,452 Closed
CW
413
CreativeOne Wealth
Kansas
– -$272K -5,395 Closed
CWM
414
Cabot Wealth Management
Massachusetts
– -$248K -4,914 Closed
WANY
415
Wealthspire Advisors (New York)
New York
– -$230K -4,550 Closed
AWA
416
Arkadios Wealth Advisors
Georgia
– -$228K -4,523 Closed
CAG
417
Csenge Advisory Group
Florida
– -$207K -4,105 Closed
APWA
418
Atlas Private Wealth Advisors
New Jersey
– -$203K -4,024 Closed
RFN
419
Redwood Financial Network
Ohio
– -$201K -3,977 Closed
IGWM
420
ICA Group Wealth Management
Colorado
– -$119K -2,363 Closed
CFO
421
CVA Family Office
Colorado
– -$60.5K -1,200 Closed
BC
422
Bartlett & Co
Ohio
– -$56K -1,102 Closed
BCWM
423
Bartlett & Co Wealth Management
Ohio
– -$55.6K -1,102 Closed
TWM
424
Tradition Wealth Management
Minnesota
– -$52K -1,032 Closed
MIH
425
Meitav Investment House
Israel
– -$38.1K -758 Closed
14 15 16
17
18