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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

341 hedge funds and large institutions have $2.25B invested in Invesco S&P 500 Quality ETF in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 117 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
5.5%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
66
Increased
117
Reduced
98
Closed
21
Calls
$453K
Puts
–
Net Calls
+$453K
Net Calls Change
+$119K

Top Buyers

1
TC
1
Trilogy Capital
California
$34.5M
2
Wells Fargo
2
Wells Fargo
California
$42.1M
3
AWS
3
AJ Wealth Strategies
New York
$11M
4
CPA
4
Capital Planning Advisors
California
$29.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$159M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$27.3M
2
SA
2
Shilanski & Associates
Alaska
$0
3
AAS
3
Avantax Advisory Services
Texas
$1.01M
4
CAN
4
Cetera Advisor Networks
California
$2.72M
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
26
Private Capital Management (Colorado)
Colorado
$19.3M +$2M +45,425 +12%
MAM
27
Madison Asset Management
Wisconsin
$17.6M -$87.4K -1,986 -0.5%
OWM
28
Orgel Wealth Management
Wisconsin
$16.2M +$7.96M +180,817 +97%
BI
29
Ballast Inc
Kentucky
$14.8M +$44.1K +1,002 +0.3%
CA
30
Cetera Advisors
Colorado
$14.1M +$452K +10,276 +3%
LPT
31
Legacy Private Trust
Wisconsin
$13.4M -$1.99M -45,201 -13%
MIA
32
Milestone Investment Advisors
Wisconsin
$13.1M +$13.1M +296,975 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$12.5M +$5.22M +118,639 +72%
Lido Advisors
34
Lido Advisors
California
$12.5M -$639K -14,521 -5%
1832 Asset Management
35
1832 Asset Management
Ontario, Canada
$11.4M -$370K -8,420 -3%
SGWM
36
Sterling Group Wealth Management
California
$11.1M +$11.1M +252,634 New
GLLW
37
Graves Light Lenhart Wealth
Virginia
$11M +$784K +17,812 +8%
AWS
38
AJ Wealth Strategies
New York
$11M +$11M +250,595 New
SMA
39
Sage Mountain Advisors
Georgia
$10.6M -$3.05M -69,277 -22%
SL
40
Savior LLC
Massachusetts
$10.3M -$101K -2,306 -1%
FFN
41
Focus Financial Network
Minnesota
$9.42M +$87.7K +1,994 +0.9%
SCA
42
Snowden Capital Advisors
New York
$9.33M -$592K -13,450 -6%
GRP
43
Global Retirement Partners
California
$9.24M +$815K +18,529 +10%
SVWAG
44
Sound View Wealth Advisors Group
Georgia
$8.94M +$3.76M +69,436 +72%
Stifel Financial
45
Stifel Financial
Missouri
$8.57M +$607K +13,800 +8%
CAM
46
Cozad Asset Management
Illinois
$8.37M +$1.82M +41,391 +28%
Invesco
47
Invesco
Georgia
$8.29M +$43K +977 +0.5%
CMA
48
Cedar Mountain Advisors
Oregon
$7.52M +$23K +523 +0.3%
JPG
49
Jordan Park Group
California
$7.49M +$7.49M +170,250 New
BWM
50
BerganKDV Wealth Management
Minnesota
$7.45M +$559K +12,714 +8%
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