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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

312 hedge funds and large institutions have $2.05B invested in Invesco S&P 500 Quality ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+55
Holders Change %
+21.4%
% of All Funds
4.82%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.23%
New
73
Increased
113
Reduced
69
Closed
14
Calls
$490K
Puts
–
Net Calls
+$490K
Net Calls Change
+$53K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$80.2M
2
LPL Financial
2
LPL Financial
California
$139M
3
GVAG
3
Great Valley Advisor Group
Delaware
$10M
4
MCM
4
Mainstay Capital Management
Michigan
$9.55M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$9.38M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$48.7M
2
QA
2
Quantitative Advantage
Minnesota
$0
3
AIA
3
Angeles Investment Advisors
California
$0
4
Franklin Resources
4
Franklin Resources
California
$133K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$16.7M +$3.21M +60,276 +24%
Lido Advisors
27
Lido Advisors
California
$16.6M -$522K -9,813 -3%
BPWM
28
Badgley Phelps Wealth Managers
Washington
$16.5M +$2.82M +52,949 +21%
PCMC
29
Private Capital Management (Colorado)
Colorado
$13M -$906K -17,019 -7%
RBCM
30
Raub Brock Capital Management
California
$11.7M – – –
CAN
31
Cetera Advisor Networks
California
$11.5M -$91.7K -1,723 -0.8%
GLLW
32
Graves Light Lenhart Wealth
Virginia
$11.4M -$605K -11,369 -5%
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$10.9M +$103K +2,450 +1%
SCA
34
Snowden Capital Advisors
New York
$10.4M -$139K -2,620 -1%
Invesco
35
Invesco
Georgia
$10.4M +$8.19K +154 +0.1%
AAS
36
Avantax Advisory Services
Texas
$10.3M +$792K +14,889 +8%
GVAG
37
Great Valley Advisor Group
Delaware
$10M +$10M +188,751 New
MCM
38
Mainstay Capital Management
Michigan
$9.55M +$9.55M +179,461 New
AIP
39
Almanack Investment Partners
Pennsylvania
$9.38M +$9.38M +176,231 New
ECM
40
Evergreen Capital Management
Washington
$9.25M +$1.7M +32,023 +23%
COF
41
Capital One Financial
Virginia
$9.11M +$3.22M +60,490 +55%
PAG
42
Private Advisor Group
New Jersey
$8.07M +$1.51M +28,425 +23%
CMA
43
Cedar Mountain Advisors
Oregon
$7.89M +$97.9K +1,840 +1%
NF
44
Nikulski Financial
Iowa
$7.76M +$568K +10,675 +8%
MWM
45
Merriman Wealth Management
Washington
$7.66M -$90.7K -1,704 -1%
CAM
46
Cozad Asset Management
Illinois
$7.53M -$314K -5,895 -4%
TWC
47
TD Waterhouse Canada
Ontario, Canada
$7.43M +$7.43M +110,865 New
OWM
48
Opes Wealth Management
California
$6.98M -$151K -2,838 -2%
MML Investors Services
49
MML Investors Services
Massachusetts
$6.91M +$87.1K +1,636 +1%
WWM
50
WJ Wealth Management
Arizona
$6.84M +$290K +5,448 +4%
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