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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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$7.29M +$2.13M +48,327 +41%
ECM
52
Evergreen Capital Management
Washington
$7.06M +$308K +6,991 +5%
KIA
53
KLR Investment Advisors
Rhode Island
$6.75M +$6.75M +153,433 New
NF
54
Nikulski Financial
Iowa
$6.67M -$475K -10,790 -7%
OWM
55
Opes Wealth Management
California
$6.55M -$58.7K -1,335 -0.9%
FWA
56
Freedom Wealth Alliance
Wisconsin
$6.24M +$6.24M +141,898 New
Truist Financial
57
Truist Financial
North Carolina
$6.21M -$984K -22,354 -14%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$5.97M +$1.87M +42,409 +45%
CPC
59
Consolidated Planning Corp
Georgia
$5.68M -$102K -2,321 -2%
SWA
60
Strategies Wealth Advisors
Michigan
$5.58M +$5.58M +126,758 New
AF
61
Allworth Financial
California
$5.32M +$650K +14,780 +14%
TWC
62
TD Waterhouse Canada
Ontario, Canada
$5.1M -$1.46M -25,116 -22%
CAM
63
Cresset Asset Management
Illinois
$4.98M +$603K +13,711 +14%
PLU
64
Performa Ltd (US)
South Carolina
$4.75M +$580K +13,191 +14%
WDL
65
Well Done LLC
Michigan
$4.61M +$375K +8,517 +9%
SF
66
Symphony Financial
Texas
$4.57M +$578K +13,146 +14%
CWC
67
Carolinas Wealth Consulting
North Carolina
$4.47M -$153K -3,482 -3%
NRI
68
NFP Retirement Inc
California
$4.47M -$1.26M -28,658 -22%
MCWS
69
McKinley Carter Wealth Services
West Virginia
$4.25M +$4.25M +96,570 New
AWS
70
Atria Wealth Solutions
New York
$4.16M +$112K +2,553 +3%
FPW
71
Flagship Private Wealth
Massachusetts
$4.05M -$268K -6,084 -6%
N
72
Natixis
France
$4M +$4M +90,836 New
CFO
73
Custos Family Office
Texas
$3.86M +$3.86M +87,617 New
RA
74
RFG Advisory
Alabama
$3.82M +$1.48M +31,713 +64%
CAC
75
Certified Advisory Corp
Florida
$3.8M -$873K -19,846 -19%
1 2
3
4 5