SPHQ icon

Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

304 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Quality ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 100 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
25
Increased
100
Reduced
110
Closed
25
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
+$334K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$162M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$134M
3
CPA
3
Capital Planning Advisors
California
$17.9M
4
SA
4
Shilanski & Associates
Alaska
$15.7M
5
LPL Financial
5
LPL Financial
California
$131M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$0
2
Bank of America
2
Bank of America
North Carolina
$132M
3
MAM
3
Madison Asset Management
Wisconsin
$16M
4
MCM
4
Mainstay Capital Management
Michigan
$68.1M
5
Ameriprise
5
Ameriprise
Minnesota
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
51
Evergreen Capital Management
Washington
$6.1M -$177K -4,448 -3%
OWM
52
Opes Wealth Management
California
$5.97M +$208K +5,246 +4%
CAM
53
Cozad Asset Management
Illinois
$5.91M +$61.6K +1,551 +1%
CPC
54
Consolidated Planning Corp
Georgia
$5.22M +$11.5K +289 +0.2%
NRI
55
NFP Retirement Inc
California
$5.17M -$17.1K -430 -0.3%
WWM
56
Western Wealth Management
Colorado
$5.08M +$56.6K +1,425 +1%
MML Investors Services
57
MML Investors Services
Massachusetts
$4.67M -$369K -9,296 -7%
CAC
58
Certified Advisory Corp
Florida
$4.22M +$111K +2,805 +3%
AF
59
Allworth Financial
California
$4.22M -$81.8K -2,059 -2%
CWC
60
Carolinas Wealth Consulting
North Carolina
$4.18M +$26.6K +670 +0.6%
CWM
61
Cornerstone Wealth Management
Missouri
$4.02M -$2.58K -65 -0.1%
CAM
62
Cresset Asset Management
Illinois
$3.95M +$1.29M +32,394 +48%
FPW
63
Flagship Private Wealth
Massachusetts
$3.9M -$106K -2,663 -3%
WDL
64
Well Done LLC
Michigan
$3.83M +$39.6K +996 +1%
SVWAG
65
Sound View Wealth Advisors Group
Georgia
$3.81M -$29.4K -741 -0.8%
PLU
66
Performa Ltd (US)
South Carolina
$3.77M +$60.2K +1,515 +2%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$3.71M +$1.76M +44,226 +90%
EFS
68
Essex Financial Services
Connecticut
$3.68M -$316K -7,950 -8%
IAIM
69
International Assets Investment Management
Florida
$3.66M -$184K -4,748 -5%
AWS
70
Atria Wealth Solutions
New York
$3.66M +$608K +15,308 +20%
SF
71
Symphony Financial
Texas
$3.66M +$2.34M +58,247 +179%
HighTower Advisors
72
HighTower Advisors
Illinois
$3.25M -$13.6K -342 -0.4%
SWP
73
Stratos Wealth Partners
Ohio
$3.2M +$987K +24,830 +45%
LNC
74
Lincoln National Corp
Pennsylvania
$3.19M -$518K -13,026 -14%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$3.01M +$77.4K +1,948 +3%
1 2
3
4 5