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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

403 hedge funds and large institutions have $4.07B invested in Invesco S&P 500 Quality ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 161 increasing their positions, 112 reducing their positions, and 28 closing their positions.

Holders
403
Holders Change
+16
Holders Change %
+4.13%
% of All Funds
6.43%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
49
Increased
161
Reduced
112
Closed
28
Calls
$210K
Puts
–
Net Calls
+$210K
Net Calls Change
-$37K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$72.5M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$260M
3
FCAS
3
First Command Advisory Services
Texas
$692M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$61.7M
5
CW
5
Connectus Wealth
Ohio
$58.4M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$51.6M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$51.6M
3
MCM
3
Mainstay Capital Management
Michigan
$48.2M
4
WMR
4
Wealth Management Resources
Rhode Island
$5.5M
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
76
Freedom Wealth Alliance
Wisconsin
$7.38M +$122K +2,446 +2%
ES
77
Eagle Strategies
New York
$7.1M +$289K +5,766 +4%
HC
78
Hoese & Co
Minnesota
$7.08M – – –
FHA
79
Flagship Harbor Advisors
Massachusetts
$6.95M -$115K -2,297 -2%
SWA
80
Strategies Wealth Advisors
Michigan
$6.9M -$101K -2,024 -1%
EFG
81
Ethos Financial Group
Pennsylvania
$6.68M +$6.68M +133,586 New
JFG
82
Jefferies Financial Group
New York
$6.65M +$2.93M +58,559 +79%
CAM
83
Cresset Asset Management
Illinois
$6.26M +$919K +18,375 +17%
VP
84
Verum Partners
North Carolina
$6.23M +$6.23M +124,482 New
CA
85
Cresta Advisors
Texas
$6.22M +$2.26M +45,213 +57%
TWC
86
TD Waterhouse Canada
Ontario, Canada
$6.11M -$9.46K -142 -0.2%
AF
87
Allworth Financial
California
$6.05M -$73.5K -1,469 -1%
PAS
88
Park Avenue Securities
New York
$5.86M -$234K -4,673 -4%
LOIM
89
Liberty One Investment Management
Illinois
$5.82M +$3.26M +65,051 +127%
SFPG
90
Stonebridge Financial Planning Group
Florida
$5.77M +$571K +11,406 +11%
PLU
91
Performa Ltd (US)
South Carolina
$5.77M -$51.2K -1,024 -0.9%
SF
92
Symphony Financial
Texas
$5.7M +$517K +10,321 +10%
WMR
93
Wealth Management Resources
Rhode Island
$5.5M -$31.6M -631,446 -85%
CWM
94
Cornerstone Wealth Management
Missouri
$5.31M +$51K +1,019 +1%
IWP
95
IAG Wealth Partners
Wisconsin
$5.26M +$159K +3,187 +3%
WDL
96
Well Done LLC
Michigan
$5.14M -$2.7K -54 -0.1%
CWM
97
Chicago Wealth Management
Illinois
$5.06M +$5.06M +101,022 New
GM
98
GeoWealth Management
Illinois
$4.9M +$4.9M +97,973 New
NRI
99
NFP Retirement Inc
California
$4.89M -$75.6K -1,511 -2%
JWM
100
Jackson Wealth Management
Florida
$4.85M +$12.2K +243 +0.3%
2 3
4
5 6