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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

307 hedge funds and large institutions have $2.03B invested in Invesco S&P 500 Quality ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-7
Holders Change %
-2.23%
% of All Funds
5.19%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
34
Increased
111
Reduced
93
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$148M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$121M
3
Ameriprise
3
Ameriprise
Minnesota
$57.1M
4
LPL Financial
4
LPL Financial
California
$122M
5
SL
5
Savior LLC
Massachusetts
$9.96M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$163M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.7M
3
MAM
3
Madison Asset Management
Wisconsin
$38.1M
4
LPT
4
Legacy Private Trust
Wisconsin
$17.2M
5
RBCM
5
Raub Brock Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
76
IHT Wealth Management
Illinois
$2.92M -$1.74M -41,530 -37%
SWA
77
Strategies Wealth Advisors
Michigan
$2.88M +$248K +5,906 +9%
TA
78
TruWealth Advisors
Louisiana
$2.87M +$464K +11,049 +19%
HC
79
Hoese & Co
Minnesota
$2.86M +$492K +11,710 +21%
CAM
80
Cresset Asset Management
Illinois
$2.82M +$2.57M +61,210 +1,054%
LOIM
81
Liberty One Investment Management
Illinois
$2.67M +$186K +3,820 +7%
OPS
82
Orion Portfolio Solutions
Nebraska
$2.63M +$68.8K +1,639 +3%
US Bancorp
83
US Bancorp
Minnesota
$2.59M -$214K -5,086 -8%
E
84
Ergoteles
New York
$2.55M +$2.55M +60,715 New
CWM
85
Cedar Wealth Management
California
$2.52M +$421K +10,030 +20%
FAIM
86
Financial Advocates Investment Management
Washington
$2.44M +$737K +17,557 +43%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$2.36M +$1.74M +41,427 +282%
LI
88
LMCG Investments
Massachusetts
$2.34M +$69.5K +1,655 +3%
SWP
89
Stratos Wealth Partners
Ohio
$2.34M -$51.7K -1,231 -2%
FF
90
Fluent Financial
Texas
$2.34M -$98.3K -2,340 -4%
Two Sigma Advisers
91
Two Sigma Advisers
New York
$2.31M +$2.31M +55,000 New
CPO
92
Cerity Partners OCIO
New York
$2.21M +$2.21M +52,489 New
FHA
93
Flagship Harbor Advisors
Massachusetts
$2.18M -$2.45M -58,322 -53%
RF
94
Rollins Financial
Georgia
$2.16M -$41.1K -978 -2%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$2.15M +$2.17K +51 +0.1%
RJA
96
Raymond James & Associates
Florida
$2.1M +$230K +5,470 +12%
CAGAS
97
Capital Advisory Group Advisory Services
Minnesota
$2.07M -$9.43K -210 -0.5%
WI
98
WrapManager Inc
California
$2.07M -$16.4K -390 -0.8%
JPMPWA
99
J.P. Morgan Private Wealth Advisors
California
$2.06M -$19.8K -472 -1%
William Blair & Company
100
William Blair & Company
Illinois
$2.01M +$449K +10,688 +29%
2 3
4
5 6