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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 %
MA
76
Montag & Associates
Georgia
$3M -$20.6K -519 -0.7%
FAIM
77
Financial Advocates Investment Management
Washington
$2.93M +$618K +15,552 +27%
Two Sigma Advisers
78
Two Sigma Advisers
New York
$2.92M +$735K +18,500 +34%
JG
79
Jefferies Group
New York
$2.76M -$12K -301 -0.4%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$2.74M +$506K +12,723 +23%
TA
81
TruWealth Advisors
Louisiana
$2.7M -$15.1K -379 -0.6%
HC
82
Hoese & Co
Minnesota
$2.68M -$24.6K -620 -0.9%
IWM
83
IHT Wealth Management
Illinois
$2.51M -$253K -6,358 -9%
Two Sigma Investments
84
Two Sigma Investments
New York
$2.5M +$1.13M +28,500 +83%
FF
85
Fluent Financial
Texas
$2.46M +$249K +6,259 +11%
OPS
86
Orion Portfolio Solutions
Nebraska
$2.41M -$74.5K -1,875 -3%
CWM
87
Cedar Wealth Management
California
$2.4M +$19.8K +499 +0.8%
William Blair & Company
88
William Blair & Company
Illinois
$2.39M +$487K +12,262 +26%
TFGT
89
TS Financial Group (TSFG)
Illinois
$2.32M +$2.19M +55,145 +1,689%
LI
90
LMCG Investments
Massachusetts
$2.28M +$64.8K +1,631 +3%
RA
91
RFG Advisory
Alabama
$2.18M +$825K +18,873 +61%
FHA
92
Flagship Harbor Advisors
Massachusetts
$2.17M +$111K +2,796 +5%
MCC
93
Money Concepts Capital
Florida
$2.17M +$2.05M +51,541 +1,716%
LOIM
94
Liberty One Investment Management
Illinois
$2.05M -$133K -3,358 -6%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$2.04M +$24.5K +616 +1%
RF
96
Rollins Financial
Georgia
$2.02M -$23.8K -600 -1%
WI
97
WrapManager Inc
California
$1.98M +$30.5K +767 +2%
SOS
98
Silver Oak Securities
Tennessee
$1.96M +$1.96M +39,110 New
HI
99
Harbour Investments
Wisconsin
$1.88M – – –
US Bancorp
100
US Bancorp
Minnesota
$1.87M -$579K -14,573 -24%
2 3
4
5 6