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

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$7.92M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$7.92M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$85.1M
4
WA
4
Win Advisors
Florida
$0
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
51
Evergreen Capital Management
Washington
$12.5M +$1.32M +24,479 +12%
1832 Asset Management
52
1832 Asset Management
Ontario, Canada
$12.1M -$174K -3,217 -1%
FFN
53
Focus Financial Network
Minnesota
$12M +$184K +3,408 +2%
FSA
54
Financial Services Advisory
Maryland
$11.5M -$4.3M -79,430 -27%
CA
55
Cetera Advisors
Colorado
$11.5M -$1.23M -22,729 -10%
Truist Financial
56
Truist Financial
North Carolina
$11.2M +$3.02M +55,843 +37%
CAM
57
Cozad Asset Management
Illinois
$11.2M +$72.5K +1,341 +0.7%
AWM
58
AE Wealth Management
Kansas
$11M +$10.5M +186,727 +1,834%
TFGT
59
TS Financial Group (TSFG)
Illinois
$10.7M +$2.13M +39,367 +25%
SCA
60
Snowden Capital Advisors
New York
$10.4M -$168K -3,112 -2%
LPT
61
Legacy Private Trust
Wisconsin
$10.3M -$807K -14,931 -7%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$10.1M +$5.73M +105,873 +131%
USB
63
Union Savings Bank
Connecticut
$9.77M +$8.67M +160,391 +788%
JFG
64
Jefferies Financial Group
New York
$9.43M +$2.23M +41,326 +31%
Creative Planning
65
Creative Planning
Kansas
$9.41M -$1.36M -25,209 -13%
FAIM
66
Financial Advocates Investment Management
Washington
$9.24M +$1.11M +20,509 +14%
JPG
67
Jordan Park Group
California
$9.21M – – –
FHA
68
Flagship Harbor Advisors
Massachusetts
$9.17M +$1.66M +30,670 +22%
CMA
69
Cedar Mountain Advisors
Oregon
$9.1M +$32.4K +600 +0.4%
SVWAG
70
Sound View Wealth Advisors Group
Georgia
$8.94M +$385K +7,115 +4%
KW
71
KWB Wealth
California
$8.81M -$146K -2,695 -2%
WMR
72
Wealth Management Resources
Rhode Island
$8.3M +$2.36M +43,579 +40%
CAM
73
Cresset Asset Management
Illinois
$8.3M +$1.54M +28,384 +23%
AWS
74
Atria Wealth Solutions
New York
$8.27M +$149K +2,748 +2%
NF
75
Nikulski Financial
Iowa
$8.04M -$70.8K -1,310 -0.9%
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3
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