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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 %
CSB
426
City State Bank
Iowa
$6K – – –
FCT
427
Family Capital Trust
Massachusetts
$5.95K +$5.95K +110 New
National Bank of Canada
428
National Bank of Canada
Quebec, Canada
$5.69K – – –
Simplex Trading
429
Simplex Trading
Illinois
$5K +$5K +100 New
CA
430
Crewe Advisors
Utah
$4.87K – – –
AAG
431
Armstrong Advisory Group
Massachusetts
$3.84K -$29.6K -548 -89%
OP
432
ORG Partners
Indiana
$2.7K +$2.7K +50 New
TFA
433
Toth Financial Advisory
Virginia
$2.18K – – –
EWM
434
Evermay Wealth Management
Virginia
$2.16K – – –
NRG
435
Nemes Rush Group
Michigan
$2.11K +$812 +15 +63%
PP
436
Pacifica Partners
Canada
$2.07K – – –
NFSG
437
Newbridge Financial Services Group
Florida
$1.84K – – –
MSWM
438
McGlone Suttner Wealth Management
Wisconsin
$1.8K +$1.8K +33 New
VCM
439
Versant Capital Management
Arizona
$1.73K +$866 +16 +100%
BCMLT
440
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.1K +$1.1K +22 New
RIM
441
Rockbridge Investment Management
New York
$866 +$866 +16 New
IPW
442
Impact Partnership Wealth
Georgia
$216 -$2.16K -40 -91%
WA
443
Win Advisors
Florida
– -$11.7M -232,954 Closed
MWM
444
Merriman Wealth Management
Washington
– -$11.2M -224,260 Closed
BHWA
445
Beacon Harbor Wealth Advisors
Virginia
– -$8.65M -172,865 Closed
EFG
446
Ethos Financial Group
Pennsylvania
– -$6.68M -133,586 Closed
GM
447
GeoWealth Management
Illinois
– -$4.9M -97,973 Closed
KAS
448
KPP Advisory Services
Kentucky
– -$2.98M -59,507 Closed
GCP
449
GSA Capital Partners
United Kingdom
– -$2.36M -47,200 Closed
GS
450
GTS Securities
New York
– -$1.97M -39,449 Closed
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