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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

314 hedge funds and large institutions have $2.36B invested in Invesco S&P 500 Quality ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
4.97%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
46
Increased
121
Reduced
81
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$126M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$98.6M
3
MCM
3
Mainstay Capital Management
Michigan
$98.9M
4
Bank of America
4
Bank of America
North Carolina
$249M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$40.1M

Top Sellers

1
FSA
1
Financial Services Advisory
Maryland
$0
2
Wells Fargo
2
Wells Fargo
California
$26.2M
3
BPWM
3
Badgley Phelps Wealth Managers
Washington
$0
4
GVAG
4
Great Valley Advisor Group
Delaware
$0
5
WA
5
Win Advisors
Florida
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$19.4M -$1.23M -24,551 -6%
BI
27
Ballast Inc
Kentucky
$19.2M +$558K +11,185 +3%
Lido Advisors
28
Lido Advisors
California
$15.4M -$172K -3,440 -1%
PAG
29
Private Advisor Group
New Jersey
$15.1M +$7.52M +150,579 +99%
PCMC
30
Private Capital Management (Colorado)
Colorado
$14.7M +$2.46M +49,296 +20%
1832 Asset Management
31
1832 Asset Management
Ontario, Canada
$13.7M +$704K +14,100 +5%
RBCM
32
Raub Brock Capital Management
California
$11.5M -$582K -11,655 -5%
GLLW
33
Graves Light Lenhart Wealth
Virginia
$10.4M -$242K -4,850 -2%
FFN
34
Focus Financial Network
Minnesota
$10.4M +$10.4M +208,644 New
APWA
35
Atlas Private Wealth Advisors
New Jersey
$10.2M +$10.2M +204,064 New
SCA
36
Snowden Capital Advisors
New York
$10.1M +$415K +8,325 +4%
Invesco
37
Invesco
Georgia
$10.1M +$363K +7,263 +4%
AAS
38
Avantax Advisory Services
Texas
$10M +$411K +8,242 +4%
WA
39
Win Advisors
Florida
$9.74M -$9.43M -188,896 -49%
Truist Financial
40
Truist Financial
North Carolina
$9.39M -$6.25M -125,166 -40%
CMA
41
Cedar Mountain Advisors
Oregon
$8.88M +$1.47M +29,509 +20%
CAN
42
Cetera Advisor Networks
California
$8.63M -$2.2M -44,110 -20%
ECM
43
Evergreen Capital Management
Washington
$8.53M -$143K -2,863 -2%
OCM
44
One Capital Management
California
$8.27M +$8.27M +165,740 New
NF
45
Nikulski Financial
Iowa
$7.93M +$648K +12,981 +9%
GRP
46
Global Retirement Partners
California
$7.75M +$7.75M +172,634 New
CAM
47
Cozad Asset Management
Illinois
$7.24M +$181K +3,620 +3%
OWM
48
Opes Wealth Management
California
$7.11M +$560K +11,228 +9%
BWM
49
BerganKDV Wealth Management
Minnesota
$6.81M +$6.81M +136,533 New
TWC
50
TD Waterhouse Canada
Ontario, Canada
$6.78M -$33.3K -542 -0.5%
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