SPHQ icon

Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

307 hedge funds and large institutions have $2.03B invested in Invesco S&P 500 Quality ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-7
Holders Change %
-2.23%
% of All Funds
5.19%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
34
Increased
111
Reduced
93
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$148M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$121M
3
Ameriprise
3
Ameriprise
Minnesota
$57.1M
4
LPL Financial
4
LPL Financial
California
$122M
5
SL
5
Savior LLC
Massachusetts
$9.96M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$163M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.7M
3
MAM
3
Madison Asset Management
Wisconsin
$38.1M
4
LPT
4
Legacy Private Trust
Wisconsin
$17.2M
5
RBCM
5
Raub Brock Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$17M -$5.09M -121,271 -23%
CA
27
Cetera Advisors
Colorado
$15.3M -$1.16M -27,625 -7%
PCMC
28
Private Capital Management (Colorado)
Colorado
$14.7M – – –
BI
29
Ballast Inc
Kentucky
$13.8M -$2.34M -55,648 -14%
PAG
30
Private Advisor Group
New Jersey
$12.8M +$144K +3,430 +1%
Lido Advisors
31
Lido Advisors
California
$12.6M -$363K -8,642 -3%
1832 Asset Management
32
1832 Asset Management
Ontario, Canada
$11.7M +$227K +5,400 +2%
SL
33
Savior LLC
Massachusetts
$9.96M +$7.97M +189,868 +402%
AAS
34
Avantax Advisory Services
Texas
$9.02M +$582K +13,854 +7%
FFN
35
Focus Financial Network
Minnesota
$8.94M +$177K +4,213 +2%
SCA
36
Snowden Capital Advisors
New York
$8.81M +$288K +6,849 +3%
GLLW
37
Graves Light Lenhart Wealth
Virginia
$8.26M -$518K -12,334 -6%
Invesco
38
Invesco
Georgia
$7.76M -$719K -17,124 -8%
Stifel Financial
39
Stifel Financial
Missouri
$7.56M +$2.37M +56,491 +46%
TC
40
Titleist Capital
Texas
$7.31M +$7.31M +174,000 New
GRP
41
Global Retirement Partners
California
$7.2M -$54.9K -1,308 -0.8%
CMA
42
Cedar Mountain Advisors
Oregon
$7.04M -$428K -10,180 -6%
CAN
43
Cetera Advisor Networks
California
$6.85M -$408K -9,716 -6%
Truist Financial
44
Truist Financial
North Carolina
$6.83M -$1.07M -25,453 -14%
NF
45
Nikulski Financial
Iowa
$6.79M +$121K +2,885 +2%
SMA
46
Sage Mountain Advisors
Georgia
$6.71M +$1.08M +25,784 +19%
ECM
47
Evergreen Capital Management
Washington
$6.63M -$547K -13,025 -8%
BWM
48
BerganKDV Wealth Management
Minnesota
$6.35M +$612K +14,572 +11%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$6.19M +$5.43M +129,238 +715%
CAM
50
Cozad Asset Management
Illinois
$6.18M +$91.3K +2,175 +1%
1
2
3 4 5