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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

441 hedge funds and large institutions have $4.86B invested in Invesco S&P 500 Quality ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 168 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+38
Holders Change %
+9.43%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.43%
New
72
Increased
168
Reduced
132
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$291M
2
LPL Financial
LPL Financial
California
$356M
3
UBS Group
UBS Group
Switzerland
$68.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$313M
5
Wells Fargo
Wells Fargo
California
$116M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$7.92M
2
OPS
Orion Portfolio Solutions
Nebraska
$7.92M
3
Osaic Holdings
Osaic Holdings
Arizona
$85.1M
4
WA
Win Advisors
Florida
$0
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EK
26
Evensky & Katz
Florida
$44.5M -$287K -5,310 -0.6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$41.1M +$6.21M +114,738 +18%
Stifel Financial
28
Stifel Financial
Missouri
$33.4M +$7.79M +144,031 +30%
PCMC
29
Private Capital Management (Colorado)
Colorado
$28.5M +$3.39M +62,635 +13%
MIA
30
Milestone Investment Advisors
Wisconsin
$27.6M +$1.58M +29,298 +6%
WWA
31
WCG Wealth Advisors
Nevada
$27.4M -$7.27M -134,515 -21%
CPA
32
Capital Planning Advisors
California
$25.7M +$1.69M +31,336 +7%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$22.5M +$3.16M +58,340 +16%
SWP
34
Stratos Wealth Partners
Ohio
$22.3M +$5.63M +104,151 +34%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$21.1M +$12.3M +227,300 +140%
SWM
36
Schwallier Wealth Management
Michigan
$20.9M +$20.9M +386,254 New
SGWM
37
Sterling Group Wealth Management
California
$19.4M -$121K -2,244 -0.6%
BI
38
Ballast Inc
Kentucky
$18.8M +$425K +7,853 +2%
DCM
39
Davidson Capital Management
Texas
$18.5M +$18.5M +342,536 New
OWM
40
Orgel Wealth Management
Wisconsin
$18.3M -$2.33M -43,038 -11%
CJH
41
Christopher J. Hasenberg
Wisconsin
$16.8M +$16.8M +310,821 New
GLLW
42
Graves Light Lenhart Wealth
Virginia
$15.5M +$69.3K +1,281 +0.4%
RJA
43
Raymond James & Associates
Florida
$14.2M +$1.02M +18,799 +8%
Two Sigma Investments
44
Two Sigma Investments
New York
$14.2M +$3.28M +60,700 +30%
Lido Advisors
45
Lido Advisors
California
$14M -$554K -10,270 -4%
Mariner
46
Mariner
Kansas
$13.9M +$4.31M +79,702 +45%
MML Investors Services
47
MML Investors Services
Massachusetts
$13.8M +$1.44M +26,571 +12%
CAN
48
Cetera Advisor Networks
California
$13.8M +$11.6M +215,192 +539%
TA
49
TruWealth Advisors
Louisiana
$13.4M +$228K +4,221 +2%
GRP
50
Global Retirement Partners
California
$12.6M +$32K +588 +0.3%
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