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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

358 hedge funds and large institutions have $3.2B invested in Invesco S&P 500 Quality ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
358
Holders Change
+17
Holders Change %
+4.99%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.38%
New
53
Increased
125
Reduced
102
Closed
30
Calls
$729K
Puts
–
Net Calls
+$729K
Net Calls Change
+$276K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$608M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.8M
3
PI
3
PFS Investments
Georgia
$63.4M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$50.1M
5
LPL Financial
5
LPL Financial
California
$194M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$5.85M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$3.13M
3
CPA
3
Capital Planning Advisors
California
$17.2M
4
AWS
4
AJ Wealth Strategies
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$145M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$9.59M 202,628 +7,872 +4%
ECM
52
Evergreen Capital Management
Washington
$9M 190,109 +29,658 +18%
Invesco
53
Invesco
Georgia
$8.46M 178,872 -9,589 -5%
WMR
54
Wealth Management Resources
Rhode Island
$8.26M 456,509 +409,496 +871%
BWM
55
BerganKDV Wealth Management
Minnesota
$8.12M 171,616 +2,286 +1%
CMA
56
Cedar Mountain Advisors
Oregon
$8.1M 171,182 +343 +0.2%
PAG
57
Private Advisor Group
New Jersey
$8.1M 171,103 +1,366 +0.8%
JPG
58
Jordan Park Group
California
$8.06M 170,250 – –
SMA
59
Sage Mountain Advisors
Georgia
$7.73M 163,411 -78,121 -32%
MML Investors Services
60
MML Investors Services
Massachusetts
$7.52M 158,907 -6,859 -4%
OWM
61
Opes Wealth Management
California
$7.06M 149,204 +243 +0.2%
NF
62
Nikulski Financial
Iowa
$6.94M 146,615 -4,981 -3%
FWA
63
Freedom Wealth Alliance
Wisconsin
$6.92M 146,230 +4,332 +3%
SVWAG
64
Sound View Wealth Advisors Group
Georgia
$6.92M 146,142 -19,104 -12%
Mariner
65
Mariner
Kansas
$6.85M 144,666 +97,384 +206%
Truist Financial
66
Truist Financial
North Carolina
$6.81M 143,816 +2,588 +2%
RJA
67
Raymond James & Associates
Florida
$6.41M 135,519 +92,642 +216%
SWA
68
Strategies Wealth Advisors
Michigan
$6.24M 131,930 +5,172 +4%
MFG
69
Merit Financial Group
Georgia
$5.85M 123,668 -2,587,467 -95%
AF
70
Allworth Financial
California
$5.74M 121,226 +355 +0.3%
TWC
71
TD Waterhouse Canada
Ontario, Canada
$5.7M 91,186 +3,354 +4%
SF
72
Symphony Financial
Texas
$5.63M 120,328 +16,314 +16%
PLU
73
Performa Ltd (US)
South Carolina
$5.22M 110,416 +2,471 +2%
RA
74
RFG Advisory
Alabama
$5.11M 107,987 +26,407 +32%
CAM
75
Cresset Asset Management
Illinois
$5M 105,769 -7,356 -7%
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