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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

312 hedge funds and large institutions have $2.05B invested in Invesco S&P 500 Quality ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+55
Holders Change %
+21.4%
% of All Funds
4.82%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.23%
New
73
Increased
113
Reduced
69
Closed
14
Calls
$490K
Puts
–
Net Calls
+$490K
Net Calls Change
+$53K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$80.2M
2
LPL Financial
2
LPL Financial
California
$139M
3
GVAG
3
Great Valley Advisor Group
Delaware
$10M
4
MCM
4
Mainstay Capital Management
Michigan
$9.55M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$9.38M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$48.7M
2
QA
2
Quantitative Advantage
Minnesota
$0
3
AIA
3
Angeles Investment Advisors
California
$0
4
Franklin Resources
4
Franklin Resources
California
$133K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$2.07M -$66.2K -1,244 -3%
SW
102
SlateStone Wealth
Florida
$2.01M -$193K -3,624 -9%
AIP
103
Ahrens Investment Partners
Louisiana
$2.01M -$277K -5,200 -12%
William Blair & Company
104
William Blair & Company
Illinois
$1.98M -$15K -282 -0.8%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$1.95M +$1.95M +36,562 New
ACI
106
Alpha Cubed Investments
California
$1.94M +$286K +5,376 +17%
SCM
107
Stonehearth Capital Management
Massachusetts
$1.85M -$94.9K -1,783 -5%
DWM
108
Doyle Wealth Management
Florida
$1.82M -$52K -978 -3%
HNWAG
109
High Net Worth Advisory Group
Florida
$1.78M +$1.78M +33,535 New
HGERS
110
Householder Group Estate & Retirement Specialist
Arizona
$1.78M +$1.78M +33,417 New
AssetMark Inc
111
AssetMark Inc
California
$1.74M +$147K +2,764 +9%
HF
112
HRT Financial
New York
$1.72M +$1.72M +32,262 New
CAG
113
Crestwood Advisors Group
Massachusetts
$1.71M +$106 +2 +0%
DFC
114
DBK Financial Counsel
Ohio
$1.71M +$1.71M +32,111 New
MIAN
115
Mariner Independent Advisor Network
Kansas
$1.7M -$35.5K -664 -2%
PMG
116
ProVise Management Group
Florida
$1.66M -$127K -2,390 -7%
IFWM
117
Institute for Wealth Management
Colorado
$1.62M – – –
WMR
118
Wealth Management Resources
Rhode Island
$1.59M +$1.59M +29,943 New
HWA
119
HHM Wealth Advisors
Tennessee
$1.53M – – –
CIAS
120
Capital Investment Advisory Services
North Carolina
$1.5M +$193K +3,626 +15%
CAAS
121
Capital Asset Advisory Services
Michigan
$1.46M -$20.2K -380 -1%
PFT
122
Providence First Trust
Arizona
$1.45M +$50.6K +950 +4%
Renaissance Technologies
123
Renaissance Technologies
New York
$1.45M -$356K -6,700 -20%
PIA
124
Perennial Investment Advisors
California
$1.41M +$638K +12,031 +83%
JWBC
125
J.W. Burns & Co
New York
$1.38M +$26.9K +506 +2%
3 4
5
6 7