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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 %
HighTower Advisors
76
HighTower Advisors
Illinois
$3.75M +$142K +3,233 +4%
FAIM
77
Financial Advocates Investment Management
Washington
$3.46M +$224K +5,100 +7%
JFG
78
Jefferies Financial Group
New York
$3.3M +$3.3M +75,106 New
FSA
79
Financial Services Advisory
Maryland
$3.29M +$3.29M +74,781 New
MA
80
Montag & Associates
Georgia
$3.26M -$61.7K -1,402 -2%
IDA
81
Intelligence Driven Advisers
California
$3.21M +$2.67M +59,563 +495%
LNC
82
Lincoln National Corp
Pennsylvania
$3.21M -$320K -7,278 -9%
EFS
83
Essex Financial Services
Connecticut
$3.18M -$899K -20,436 -22%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$3.16M -$177K -4,031 -5%
HC
85
Hoese & Co
Minnesota
$3.14M – – –
CPO
86
Cerity Partners OCIO
New York
$3.1M +$1.87M +42,427 +152%
SWP
87
Stratos Wealth Partners
Ohio
$3.07M -$480K -10,907 -14%
TA
88
TruWealth Advisors
Louisiana
$3.05M +$62K +1,410 +2%
William Blair & Company
89
William Blair & Company
Illinois
$3M +$349K +7,943 +13%
MCC
90
Money Concepts Capital
Florida
$2.87M +$465K +10,571 +19%
OPS
91
Orion Portfolio Solutions
Nebraska
$2.86M +$193K +4,379 +7%
WWM
92
Western Wealth Management
Colorado
$2.73M -$2.89M -65,718 -51%
CAN
93
Cetera Advisor Networks
California
$2.72M -$4.4M -100,031 -62%
LI
94
LMCG Investments
Massachusetts
$2.66M +$131K +2,972 +5%
RF
95
Rollins Financial
Georgia
$2.66M +$419K +9,525 +19%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$2.51M +$1.44M +32,640 +134%
TFGT
97
TS Financial Group (TSFG)
Illinois
$2.49M -$78.1K -1,775 -3%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$2.42M -$611K -13,891 -20%
RW
99
RVW Wealth
California
$2.41M +$1.51M +34,226 +166%
IWP
100
IAG Wealth Partners
Wisconsin
$2.39M +$1.18M +26,894 +98%
2 3
4
5 6