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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

403 hedge funds and large institutions have $4.07B invested in Invesco S&P 500 Quality ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 161 increasing their positions, 112 reducing their positions, and 28 closing their positions.

Holders
403
Holders Change
+16
Holders Change %
+4.13%
% of All Funds
6.43%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
49
Increased
161
Reduced
112
Closed
28
Calls
$210K
Puts
–
Net Calls
+$210K
Net Calls Change
-$37K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$72.5M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$260M
3
FCAS
3
First Command Advisory Services
Texas
$692M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$61.7M
5
CW
5
Connectus Wealth
Ohio
$58.4M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$51.6M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$51.6M
3
MCM
3
Mainstay Capital Management
Michigan
$48.2M
4
WMR
4
Wealth Management Resources
Rhode Island
$5.5M
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
26
Trilogy Capital
California
$36.1M -$2.35M -46,914 -6%
WWA
27
WCG Wealth Advisors
Nevada
$32.8M +$5.13M +100,350 +19%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$32.3M +$2.38M +47,493 +8%
UBS Group
29
UBS Group
Switzerland
$30.8M +$2.19M +43,741 +8%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$29.3M +$10.8M +215,971 +59%
MIA
31
Milestone Investment Advisors
Wisconsin
$24.1M +$737K +14,727 +3%
Stifel Financial
32
Stifel Financial
Missouri
$23.7M +$2.51M +50,112 +12%
PCMC
33
Private Capital Management (Colorado)
Colorado
$23.3M +$919K +18,362 +4%
CPA
34
Capital Planning Advisors
California
$22.2M -$270K -5,391 -1%
OWM
35
Orgel Wealth Management
Wisconsin
$19.1M -$890K -17,778 -4%
SGWM
36
Sterling Group Wealth Management
California
$18.1M -$3.51M -70,139 -16%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$17.9M +$2.59M +51,763 +17%
BI
38
Ballast Inc
Kentucky
$17M +$216K +4,314 +1%
SWP
39
Stratos Wealth Partners
Ohio
$15.4M +$842K +16,825 +6%
FSA
40
Financial Services Advisory
Maryland
$14.6M -$496K -9,919 -3%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$14.4M -$12.1K -240 -0.1%
Lido Advisors
42
Lido Advisors
California
$13.5M +$93.3K +1,865 +0.7%
RJA
43
Raymond James & Associates
Florida
$12.2M +$805K +16,084 +7%
TA
44
TruWealth Advisors
Louisiana
$12.2M +$8.55M +170,874 +233%
CA
45
Cetera Advisors
Colorado
$11.8M +$22.1K +442 +0.2%
WA
46
Win Advisors
Florida
$11.7M +$11.7M +232,954 New
GRP
47
Global Retirement Partners
California
$11.5M -$118K -2,373 -1%
MML Investors Services
48
MML Investors Services
Massachusetts
$11.5M +$809K +16,163 +8%
1832 Asset Management
49
1832 Asset Management
Ontario, Canada
$11.3M -$362K -7,230 -3%
MWM
50
Merriman Wealth Management
Washington
$11.2M -$396K -7,922 -3%
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